At a Glance
- Tasks: Provide top-notch admin support to financial consultants and manage client portfolios.
- Company: Established Independent Financial Advisers in beautiful South Cheshire.
- Benefits: Competitive salary up to £30,000 and a supportive team environment.
- Other info: Fast-paced role with opportunities for professional growth.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial planning and familiarity with market products required.
The predicted salary is between 30000 - 30000 £ per year.
Location: Wilmslow
Up to £30,000
Our Client is an established and well-known firm of Independent Financial Advisers based in a beautiful location of South Cheshire. Led by a professionally qualified team, they provide comprehensive Corporate & Personal Financial Planning that includes Employee Benefits, Investments, Retirement Planning and Tax advice.
Due to an internal promotion, an experienced Administrator is required to support a highly technical Partner in the business. This will be a very busy and demanding role, and daily duties will consist of:
- Provide a first class administration service, together with a dedicated Paraplanner, to a group of Consultants
- Ensure that new business is processed in a timely fashion
- Issue client Letters of Authority to providers, collate information and use the Client Management system
- Organise quotes, online or via telephone, then put full package together for the adviser – ensuring correct proposal & KFD
- Process basic products such as Bonds, Personal Pensions and Group Schemes, using Client Management
- Value client portfolios by obtaining data from providers
- Check policy documents
- Issue policy documentation to clients using professional letters
- Scan documents and file them electronically on the Client Management system
- Distribute incoming post
Qualifications: Candidates applying must have a strong and proven background working for a firm of Financial Planners. You will be conversant with whole of the market products and ideally be used to processing business on IRESS / 1st software. If you are an experienced individual who is looking to provide an excellent level of administrative support to a Partner, then this is an excellent opportunity.
CLIENT SUPPORT - PENSIONS & INVESTMENTS ADMINISTRATOR in Wilmslow employer: Broughton Group
Join a well-established firm of Independent Financial Advisers in the picturesque setting of Wilmslow, where you will be part of a supportive and professional team dedicated to delivering exceptional financial planning services. With a strong emphasis on employee development and a collaborative work culture, this role offers you the chance to grow your skills while contributing to meaningful client outcomes in a dynamic environment. Enjoy competitive remuneration and the satisfaction of working in a company that values its staff and fosters a positive workplace atmosphere.
StudySmarter Expert Advice🤫
We think this is how you could land CLIENT SUPPORT - PENSIONS & INVESTMENTS ADMINISTRATOR in Wilmslow
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Let them know you're on the lookout for opportunities, and who knows? They might just have the inside scoop on openings that aren't even advertised yet.
✨Tip Number 2
Prepare for those interviews! Research the company and its services thoroughly. Be ready to discuss how your experience aligns with their needs, especially in pensions and investments. Confidence is key, so practice your responses to common questions.
✨Tip Number 3
Showcase your skills! Bring along examples of your previous work or achievements that highlight your administrative prowess. Whether it's processing business or managing client portfolios, tangible evidence can set you apart from the competition.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to submit your application directly, ensuring it gets into the right hands. Plus, you'll be one step closer to landing that dream role in client support!
We think you need these skills to ace CLIENT SUPPORT - PENSIONS & INVESTMENTS ADMINISTRATOR in Wilmslow
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of Client Support - Pensions & Investments Administrator. Highlight your experience in financial planning and administration, and don’t forget to mention any specific software you’ve used, like IRESS or 1st software.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this busy role. Mention your strong background in financial services and how you can provide first-class support to the team.
Showcase Your Attention to Detail:In this role, attention to detail is key. Make sure your application is free from typos and errors. You might even want to include examples of how you've successfully managed complex tasks in previous roles.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Broughton Group
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions and investments. Familiarise yourself with the products mentioned in the job description, like Bonds and Personal Pensions. Being able to discuss these confidently will show that you're serious about the role.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've provided excellent administrative support. Highlight any experience with Client Management systems or processing business on IRESS/1st software, as this will be crucial for the position.
✨Ask Smart Questions
Think of insightful questions to ask during the interview. This could be about the team dynamics, the types of clients they work with, or how they measure success in the role. It shows you're engaged and genuinely interested in the position.
✨Dress the Part
Even if the company has a relaxed dress code, it's always better to err on the side of professionalism for an interview. A smart outfit can help make a great first impression and show that you take the opportunity seriously.
