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- Tasks: Support Financial Planners in delivering top-notch financial services and manage client relationships.
- Company: Join Wealth Matters, an award-winning firm helping clients achieve financial freedom since 1999.
- Benefits: Enjoy a salary of £30-37,000, hybrid work, 26.5 days holiday, and professional development support.
- Why this job: This role offers growth opportunities to become a Chartered Financial Planner while working in a dynamic team.
- Qualifications: 12+ months experience in a professional services environment; strong communication and relationship-building skills required.
- Other info: No agencies, direct recruitment by Dawn O’Shea for Wealth Matters.
The predicted salary is between 25000 - 31000 £ per year.
Job Description
The Role: I am recruiting a Financial Planning Assistant (Client Relationship Manager) on behalf of Wealth Matters, a leading independent Financial Planning firm based in Luton (LU1)). Working in a collaborative, fast paced and client focused team, you will support the Financial Planners and Paraplanners with delivering an exceptional financial planning service to Wealth Matters’ clients. The Financial Planning Assistant (internally titled Client Relationship Manager) helps to maintain and develop the client relationships, preparing for and arranging meetings for the Financial Planners and actioning all tasks arising from these meetings, ensuring all work is completed to a high standard and to tight deadlines.\\nThe Opportunity: This role provides exceptional career opportunities – we are happy to recruit a career Client Relationship Manager but, if you would like to progress, you will receive the support required to become Diploma qualified and, as your skills and experience develop, the further opportunity to become a Chartered Financial Planner/ Financial Adviser.\\nThe Person: The successful Financial Planning Assistant (Client Relationship Manager) will be intelligent, keen to learn, embracing of change, proactive, organised and detail orientated, with exceptional relationship building, customer service and administrative skills.
They will be articulate, analytical and aspirational, keen to make a significant contribution to the growth of a progressive and ambitious firm while being invested in, valued and rewarded accordingly.\\nSalary and Benefits: £30-37,000 (depending on experience and increasing with exams passed + bonus based on both individual and company performance) + 26.5 days holiday + bank holidays + pension + hybrid working + continued professional development (including funding and support with the professional exams required to become Diploma qualified and Chartered).\\nThe Company: Wealth Matters are an award winning, innovative and ambitious Accredited Financial Planning firm, repeatedly voted a top 100 Financial Planning firm. Providing bespoke financial planning, estate planning and investment planning they have been helping clients achieve financial freedom since 1999.\\nFinancial Planning Assistant (Client Relationship Manager), responsibilities include:\\n * Supporting the Financial Planners with delivering an exception financial planning service to clients.\\n * Developing relationships with clients, arranging meetings and being the main point of contact for any queries on their portfolio.\\n * Assisting the Advisers with pre and post Financial Planning Meeting preparation, including researching clients’ existing arrangements, collating supporting documents, producing compliant illustrations and application forms and completing all actions arising including fund switches, withdrawals and assignment of policies.\\n * Processing new business application forms, proposals and supporting documentation.\\n * Contract administration of all products recommended by the Financial Planner (pensions, ISA’s, Investments, Bonds, Protection etc.).\\n * Producing management information and recording and updating all client information on the back-office system.\\n * General administration and project work, supporting with the development of the firm’s standard operating procedures.\\nFinancial Planning Assistant (Client Relationship Manager), skills and experience required:\\n * 12 months + experience of working in a relevant professional services environment (ideally financial advice/planning, but training will be provided for the right candidate).\\n * Intelligent, ambitious, proactive, embracing of change and keen to learn, with a commitment to a career within the Financial Planning sector.\\n * A strong relationship builder with exceptional customer service skills, tactful, trustworthy, diplomatic and able to maintain confidentiality at all times.\\n * Professional appearance, confident manner and exceptional communication skills, both verbal and written.\\n * Comfortable working on your own initiative, setting personal goals, directing workflow and managing conflicting deadlines.\\n * Analytical, excellent administrative and organisational skills and a keen eye for detail.\\n * Strong technology and mathematical aptitude, proficient with MS Office.\\n * A strong team player who is keen to participate fully in the successful operation of the business.\\nDawn O’Shea is the Recruitment Partner, recruiting the Financial Planning Assistant (Client Relationship Manager) directly on behalf of Wealth Matters so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail
Financial Planning Administrator employer: CV Elite Limited
Contact Detail:
CV Elite Limited 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 and the specific services offered by Wealth Matters. Understanding their approach to client relationships and financial planning will help you demonstrate your alignment with their values during any discussions.
✨Tip Number 2
Network with professionals in the financial planning sector, especially those who have experience in client relationship management. Engaging with them can provide insights into the role and may even lead to referrals or recommendations.
✨Tip Number 3
Prepare to discuss your previous experiences in customer service and administrative roles. Highlight specific examples where you successfully built relationships or managed multiple tasks under tight deadlines, as these are crucial skills for the position.
✨Tip Number 4
Show your eagerness to learn and grow within the company. Be ready to express your interest in pursuing further qualifications, such as the Diploma or Chartered Financial Planner status, which aligns with Wealth Matters' commitment to professional development.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Financial Planning Assistant position. Highlight key responsibilities and required skills, and think about how your experience aligns with these.
Tailor Your CV: Customize your CV to reflect the skills and experiences that are most relevant to the role. Emphasize your customer service skills, administrative experience, and any relevant financial planning knowledge.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific examples of how you have built client relationships and managed tasks in previous roles, demonstrating your proactive and organized nature.
Highlight Your Soft Skills: In your application, emphasize your communication skills, attention to detail, and ability to work under pressure. These are crucial for the Financial Planning Assistant role, so provide examples that illustrate these qualities.
How to prepare for a job interview at CV Elite Limited
✨Show Your Proactive Nature
Demonstrate your proactive attitude by sharing examples of how you've taken initiative in previous roles. This could include instances where you identified a problem and implemented a solution, or how you went above and beyond to support clients.
✨Highlight Relationship-Building Skills
Since the role emphasizes client relationships, be prepared to discuss your experience in building and maintaining client connections. Share specific examples of how you've successfully managed client interactions and resolved any issues.
✨Prepare for Technical Questions
Brush up on your knowledge of financial planning concepts and tools, as well as your proficiency with MS Office. Be ready to answer questions that assess your analytical skills and understanding of financial products.
✨Express Your Ambition for Growth
Wealth Matters values candidates who are eager to learn and grow within the company. Be sure to articulate your career aspirations and how you plan to achieve them, especially regarding becoming Diploma qualified or a Chartered Financial Planner.
