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- Tasks: Support Financial Advisers and paraplanning team with various administrative tasks.
- Company: Join a successful wealth management practice focused on high-net-worth clients.
- Benefits: Enjoy hybrid working, a generous salary, and opportunities for skill development.
- Why this job: Be part of an innovative team that values improvement and client service.
- Qualifications: Experience in financial services and knowledge of Microsoft Office required.
- Other info: Experience with IFA back-office systems is a plus.
The predicted salary is between 36000 - 60000 £ per year.
Are you a financial planning administrator looking for a new role with opportunities to develop your career, with a hybrid working pattern Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team. Duties for this role will include: Working primarily with one Financial Planner Processing and submitting new business and monitoring the progress. Dealing with investment, pension, and protection business. Liaising with clients and delivering a full customer service. Preparing valuation reports, performance documentation and review checklists. Processing and monitoring switches with providers or electronically. Updating Curo back-office systems. The candidate: Good working knowledge of Microsoft Office & Outlook Relevant experience within financial services / wealth management Experience with IFA back-office systems would be an advantage This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and furt…
Financial Planning Administrator - Hybrid Working employer: Brevere Group
Contact Detail:
Brevere Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator - Hybrid Working
✨Tip Number 1
Familiarize yourself with the specific financial planning tools and software that are commonly used in the industry. This will not only help you stand out during the interview but also demonstrate your proactive approach to learning and adapting.
✨Tip Number 2
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with others who can provide insights or even refer you to opportunities within their firms.
✨Tip Number 3
Prepare to discuss your experience with client interactions and how you've successfully managed customer service in previous roles. Highlighting your communication skills will be crucial, as this role involves liaising with clients regularly.
✨Tip Number 4
Research the company’s values and recent developments in their services. Being able to articulate how your personal values align with theirs during the interview can make a strong impression and show your genuine interest in the role.
We think you need these skills to ace Financial Planning Administrator - Hybrid Working
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services and wealth management. Emphasize any specific roles where you supported financial planners or dealt with investment, pension, and protection business.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your proactive approach and how your skills align with the responsibilities outlined in the job description.
Highlight Technical Skills: Clearly outline your proficiency in Microsoft Office and any experience with IFA back-office systems. This will demonstrate your readiness to handle the technical aspects of the role.
Showcase Customer Service Experience: Since the role involves liaising with clients, include examples of your customer service experience. Highlight situations where you delivered exceptional service or resolved client issues effectively.
How to prepare for a job interview at Brevere Group
✨Show Your Financial Knowledge
Make sure to brush up on your knowledge of financial services, especially in areas like investments, pensions, and protection business. Be prepared to discuss your previous experiences and how they relate to the role.
✨Demonstrate Proactivity
This role requires a proactive approach. Share examples from your past where you took initiative, whether it was in processing new business or improving customer service. Highlighting your proactive nature will resonate well with the interviewers.
✨Familiarize Yourself with Relevant Software
Since experience with IFA back-office systems is advantageous, take some time to familiarize yourself with common software used in the industry. Mention any relevant tools you’ve used in the past during the interview.
✨Prepare Questions for the Interviewers
Prepare thoughtful questions about the company’s approach to client service and team dynamics. This shows your interest in the role and helps you assess if the company culture aligns with your career goals.
