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For Companies At a Glance
- Tasks: Support financial advisers and manage client records while ensuring smooth case progression.
- Company: Join a well-established, independent wealth management firm in Poole.
- Benefits: Enjoy a competitive salary, professional development opportunities, and a discretionary bonus scheme.
- Why this job: Be part of a close-knit team that values detail and offers growth in the finance sector.
- Qualifications: Previous experience in financial services and strong organisational skills are essential.
- Other info: Proficiency in Microsoft Office is required; great communication skills are a must!
The predicted salary is between 28800 - 43200 £ per year.
Dynamite Recruitment are assisting in the recruitment of an IFA Administrator for a well-established, independent wealth management firm based in Poole, providing personalised financial planning and investment advice to a diverse range of private clients. As they continue to grow, we are seeking a proactive and detail-oriented Client Services Administrator to join my client's close-knit team.
Key Responsibilities
- Provide administrative support to financial advisers and paraplanners
- Maintain and update client records on back-office systems
- Liaise with clients, providers, and internal teams to handle enquiries and ensure smooth case progression
- Prepare and process new business applications and client documentation
- Manage the onboarding process for new clients, ensuring all compliance requirements are met
- Assist with the preparation of client review packs and reports
- Monitor and follow up on outstanding requirements or documentation
Skills & Experience Essential:
- Previous experience in a financial services or wealth management environment
- Excellent administrative and organisational skills
- Strong attention to detail and accuracy
- Confident communicator with excellent interpersonal skills
- Proficient in Microsoft Office (Word, Excel, Outlook)
What's on Offer
- A supportive, professional working environment
- Opportunities for professional development and industry qualifications
- Competitive salary and benefits package
- Discretionary bonus scheme
- Pension scheme
For more details please apply or contact Tegan at Dynamite Recruitment.
Financial Planning Administrator employer: Dynamite Recruitment
Contact Detail:
Dynamite Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry, especially wealth management. Understanding the key players and current trends will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role and company culture.
✨Tip Number 3
Brush up on your Microsoft Office skills, particularly Excel. Being proficient in these tools is crucial for managing client records and preparing reports, so consider taking a quick online course if needed.
✨Tip Number 4
Prepare to discuss your previous experience in financial services during the interview. Be ready to provide specific examples of how you've demonstrated attention to detail and organisational skills in past roles.
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 services or wealth management. Emphasise your administrative skills and any specific software proficiency, particularly with Microsoft Office.
Craft a Compelling Cover Letter: Write a cover letter that showcases your attention to detail and organisational skills. Mention your proactive approach and how you can contribute to the team, referencing the key responsibilities outlined in the job description.
Highlight Relevant Experience: In your application, clearly outline any previous roles that involved client interaction or administrative support in a financial context. Use specific examples to demonstrate your ability to manage client records and documentation.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the role of Financial Planning Administrator.
How to prepare for a job interview at Dynamite Recruitment
✨Know Your Financial Services Basics
Make sure you brush up on your knowledge of financial services and wealth management. Understanding key concepts and terminology will help you communicate effectively during the interview and demonstrate your expertise.
✨Showcase Your Organisational Skills
As a Financial Planning Administrator, you'll need to be highly organised. Prepare examples from your past experience where you've successfully managed multiple tasks or projects, highlighting your attention to detail and ability to prioritise.
✨Prepare for Client Interaction Scenarios
Since the role involves liaising with clients, think about how you would handle various client scenarios. Be ready to discuss how you would manage client enquiries and ensure smooth case progression, showcasing your communication skills.
✨Familiarise Yourself with Compliance Requirements
Understanding compliance is crucial in this role. Research common compliance requirements in financial planning and be prepared to discuss how you would ensure these are met during the onboarding process for new clients.
