Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support a private wealth advisory team with client coordination and administrative tasks.
- Company: Join a highly regarded Sheffield-based advisory firm focused on private wealth management.
- Benefits: Enjoy hybrid working, a competitive salary, annual bonus, and a flexi-benefits package.
- Why this job: Be part of a dynamic team that values your contributions and offers growth opportunities.
- Qualifications: Experience in financial services or administration is preferred but not mandatory.
- Other info: Flexible working options allow you to balance work and life effectively.
The predicted salary is between 25000 - 27000 £ per year.
The Company: Highly regardedSheffield based advisory firm who are looking to add an experienced and Financial Services Co-ordinator to the private wealth focused wealth management arm of their financial planning team. Office Location: Central Sheffield Hybrid Working: Yes – Flexible across office/home working up to 2-days WFH Package: £25-27k base + annual bonus and full company benefits: Flexi-benefits package on top inclusive of an auto-enrolled pension, 2xDIS plus personal health cash plan Holidays: 25-days + stats The Role: A focused administrative support role to a private wealth advisory team focused on servicing HNW private clientele. An overview of duties includes: Processing all new/existing business Financial Planner activity scheduling and client meeting co-ordination. Client on boarding including AML checks, client record generation and on-going records maintenance. Distributing all relevant internal and external applications, and actively managing the progress of the applications. Preparing client review reports with relevant supporting documents and processing the post review paperwork. Liaising with third parties regarding the transfer of stock and/or servicing rights and seeing these through to completion. Acting as the primary client interface fo…
Financial Planning Administrator employer: CB3 Associates Ltd
Contact Detail:
CB3 Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Familiarize yourself with the financial planning industry, especially focusing on high-net-worth (HNW) clientele. Understanding their unique needs and preferences will help you stand out during the interview process.
✨Tip Number 2
Highlight your organizational skills and experience in administrative roles. Be prepared to discuss specific examples of how you've successfully managed schedules, client onboarding, or documentation processes in previous positions.
✨Tip Number 3
Demonstrate your ability to work in a hybrid environment. Share experiences where you've effectively balanced remote and in-office work, showcasing your adaptability and self-motivation.
✨Tip Number 4
Research the company’s values and culture. Tailor your conversation to reflect how your personal values align with theirs, emphasizing your commitment to providing exceptional service to clients.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Financial Planning Administrator position. Understand the key responsibilities and required skills, so you can tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in financial services or administrative roles. Be specific about your achievements and how they relate to the duties mentioned in the job description.
Showcase Your Skills: Make sure to highlight skills that are particularly relevant to the role, such as client management, attention to detail, and proficiency in scheduling and record maintenance. Use examples to demonstrate these skills.
Craft a Compelling Cover Letter: Write a personalized cover letter that explains why you are interested in this position and how your background makes you a great fit. Mention your enthusiasm for working with high-net-worth clients and your understanding of the financial planning process.
How to prepare for a job interview at CB3 Associates Ltd
✨Understand the Role
Make sure you have a clear understanding of the Financial Planning Administrator role. Familiarize yourself with the specific duties mentioned in the job description, such as client onboarding and financial planner activity scheduling. This will help you demonstrate your knowledge and enthusiasm during the interview.
✨Showcase Your Organizational Skills
Since this role involves a lot of administrative tasks, be prepared to discuss your organizational skills. Share examples from your past experiences where you successfully managed multiple tasks or projects, especially in a financial services context.
✨Prepare for Client Interaction Scenarios
As the primary client interface, you'll need to handle various client interactions. Think about how you would approach different scenarios, such as dealing with difficult clients or managing expectations. Practice articulating your strategies for maintaining professionalism and empathy.
✨Research the Company Culture
Take some time to research the advisory firm and its culture. Understanding their values and mission can help you align your answers with what they are looking for in a candidate. It also shows that you are genuinely interested in being part of their team.
