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For Companies At a Glance
- Tasks: Provide administrative support and enhance client experiences in a family-run financial practice.
- Company: Join a respected family business partnered with St. James's Place Wealth Management.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Why this job: Make a real difference in clients' financial journeys while working in a close-knit team.
- Qualifications: Experience in financial planning and strong communication skills are essential.
- Other info: Dynamic role with potential for career advancement in a well-established company.
An exciting new opportunity has arisen for a Senior Financial Planning Administrator to join a family run practice who is an Appointed Representative of St. James's Place Wealth Management Plc. The Practice delivers a highly tactile relationship with its clients and needs someone who can work within a small team to help enhance our proposition experience even further. Someone who can evidence extra mile client experience will be essential.
Being a family business, we pride ourselves on treating & respecting our clients as if they were part of the family.
The Role - Senior Financial Planning Administrator
You will provide efficient administrative support within our practice, in respect of business operations and the servicing of clients. You will produce relevant paperwork for the client, on behalf of the Adviser, including quotations, illustrations and valuations, as well as processing new business documentation in accordance with the agreed service and quality standards. You will be required to handle queries from Advisers and clients and take the appropriate action to ensure queries are dealt with in a timely and effective manner.
The Person - Senior Financial Planning Administrator
You will be able to demonstrate exceptional administrative skills with the ability to perform well under pressure whilst maintaining a high level of accuracy throughout your work. You must be able to show initiative, support other office staff and be a strong communicator. As you will have contact with clients, it is essential that you are professional and confident in dealing with clients and third parties, have excellent communication skills and can work with total discretion.
Minimum Requirements
- Financial planning practice experience/SJP experience preferred.
- Knowledge of CRM systems, such as Salesforce.
St. James's Place plc (SJP) is a leading, highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £220.0bn. This business is well established and highly successful.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Senior Financial Planning Administrator employer: Burgh Recruitment Limited
Contact Detail:
Burgh Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planning Administrator
✨Tip Number 1
Get to know the company culture! Since this is a family-run practice, showing that you understand and appreciate their values can really set you apart. Do a bit of research on their approach to client relationships and be ready to chat about it in your interview.
✨Tip Number 2
Brush up on your CRM skills! Familiarity with systems like Salesforce is a big plus. If you’ve got experience, be sure to highlight it during your discussions. If not, consider a quick online course to get yourself up to speed.
✨Tip Number 3
Prepare for those tricky questions! Think about how you’ve handled pressure in past roles and be ready to share specific examples. They’ll want to see that you can maintain accuracy while juggling multiple tasks.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way, so don’t hesitate to reach out if you need any help.
We think you need these skills to ace Senior Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Financial Planning Administrator role. Highlight your relevant experience, especially in financial planning and client servicing, to show us you’re the perfect fit for our family-run practice.
Craft a Personal Cover Letter: Don’t skip the cover letter! Use it to tell us why you want to join our team and how your skills align with our values. A personal touch goes a long way in showing us you’re genuinely interested in the role.
Showcase Your Communication Skills: Since you'll be dealing with clients and advisers, make sure your application reflects your strong communication skills. Use clear and concise language, and don’t forget to proofread for any typos or errors!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. Just follow the prompts, tick the Privacy Policy box, and hit that green 'apply to this job' button. We can’t wait to see your application!
How to prepare for a job interview at Burgh Recruitment Limited
✨Know Your Stuff
Before the interview, make sure you brush up on your financial planning knowledge and any relevant experience with CRM systems like Salesforce. Being able to discuss specific examples of your past work will show that you're not just a good fit for the role, but also genuinely interested in the field.
✨Showcase Your Client Skills
Since this role involves a lot of client interaction, prepare to share examples of how you've gone the extra mile for clients in previous positions. Think about times when you resolved issues or provided exceptional service, as this will highlight your ability to maintain strong client relationships.
✨Practice Makes Perfect
Conduct mock interviews with a friend or family member to practice your responses. Focus on articulating your thoughts clearly and confidently, especially when discussing your administrative skills and how you handle pressure. This will help you feel more at ease during the actual interview.
✨Ask Thoughtful Questions
Prepare a few insightful questions to ask the interviewer about the company culture and their approach to client relationships. This shows that you're not only interested in the position but also in how you can contribute to the team and enhance the client experience.