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- Tasks: Support the financial planning team with admin tasks and client documentation.
- Company: Join a personalised Wealth Management company focused on expert financial advice.
- Benefits: Enjoy a competitive salary, generous holiday, wellness programmes, and ongoing training.
- Why this job: Be part of a dynamic team improving financial services for clients while developing your skills.
- Qualifications: Experience in financial planning or relevant studies; strong communication and IT skills required.
- Other info: This role is fully office-based with no remote work options.
The predicted salary is between 25000 - 30000 £ per year.
Direct Response Employment Services are recruiting for a IFA Technical Administrator to join our clients team on a permanent basis . Our client is a highly personalised Wealth Management company specializing in expert financial planning advice for business owners, and private clients.
Key Duties:
- Provide comprehensive administrative support to the financial planning team.
- Assist in the preparation of documentation for client meetings, ensuring accuracy and attention to detail.
- Maintain and update client records and financial databases efficiently.
- Communicate effectively with clients and providers to facilitate smooth transactions and inquiries.
- Contribute to continuous improvement projects aimed at enhancing company processes and services.
What we are looking for:
We are looking for someone who has previously worked within a financial planning practice or a candidate who has studied within RO1, CF1, FA1 or equivalent. You will possess excellent communication and organisation skills along with excellent IT skills including excel.
On Offer:
- Salary: 25,000 – 30,000 depending on experience (Plus discretionary bonus)
- 23 days holiday plus bank holiday, increasing with length on service.
- Group Life Cover
- Group income protection
- Wellness programmes
- Paid Sick leave
- Ongoing support and training
Please note this role is fully office based with no remote working.
If you have the above skill set and interested in discussing this role further then please get in touch for an immediate chat.
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Financial Planning Administrator employer: Direct Response Employment Services
Contact Detail:
Direct Response Employment Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Familiarise yourself with the key duties listed in the job description. Make sure you can discuss how your previous experience aligns with providing administrative support and preparing documentation for client meetings.
✨Tip Number 2
Brush up on your knowledge of financial planning practices and relevant qualifications like RO1, CF1, or FA1. Being able to speak confidently about these topics will show your commitment and understanding of the industry.
✨Tip Number 3
Highlight your IT skills, especially in Excel, during any conversations. Be prepared to give examples of how you've used these skills in previous roles to manage data or improve processes.
✨Tip Number 4
Demonstrate your communication and organisational skills by preparing thoughtful questions to ask during your chat. This shows your interest in the role and helps you stand out as a proactive candidate.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning or administration. Emphasise any qualifications like RO1, CF1, or FA1, and showcase your communication and organisational skills.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses the key duties mentioned in the job description. Explain how your previous experience aligns with the responsibilities of providing administrative support and maintaining client records.
Highlight IT Skills: Since excellent IT skills are required, particularly in Excel, mention any relevant software experience you have. If you've used specific financial databases or tools, be sure to include those as well.
Show Enthusiasm for Continuous Improvement: In your application, express your interest in contributing to continuous improvement projects. Share any examples from your past where you've been involved in enhancing processes or services.
How to prepare for a job interview at Direct Response Employment Services
✨Know Your Financial Planning Basics
Brush up on your knowledge of financial planning concepts and terminology. Being able to discuss RO1, CF1, and FA1 will show that you understand the industry and can contribute effectively from day one.
✨Demonstrate Attention to Detail
Since the role involves preparing documentation and maintaining client records, be prepared to showcase your attention to detail. You might be asked to review a sample document or explain how you ensure accuracy in your work.
✨Showcase Your Communication Skills
Effective communication is key in this role. Be ready to provide examples of how you've successfully communicated with clients or team members in the past, especially in resolving issues or facilitating transactions.
✨Prepare for Process Improvement Questions
The company values continuous improvement, so think about times when you've contributed to enhancing processes. Be ready to discuss specific examples of how you identified inefficiencies and implemented solutions.
