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For Companies At a Glance
- Tasks: Support financial advisers and paraplanners in delivering top-notch client service.
- Company: Dynamic financial services firm with a focus on client satisfaction.
- Benefits: Competitive salary, non-contributory pension, private medical insurance, and ongoing training.
- Why this job: Join a supportive team and enhance your skills in the financial sector.
- Qualifications: Minimum CF1 qualification and strong knowledge of financial products required.
- Other info: Office-based role in Godalming with excellent career development opportunities.
We are seeking an experienced and highly organised Financial Services Administrator to support the advice and sales process within a busy financial planning firm. The role involves working closely with advisers, paraplanners, and clients, managing investment reviews, processing new business, and ensuring high standards of client service, compliance, and record keeping. This is an excellent opportunity for a detail-oriented professional looking to further develop their career within financial services.
Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.
Key Responsibilities
Administer client investment reviews, ensuring accuracy and timeliness
Communicate with clients via telephone, email, and written correspondence
Process new business applications, fund switches, and related documentation
Maintain accurate client records, files, and portfolio information
Use back-office systems; experience with Intelliflo and Quilter Investment Platform preferred
Support paraplanners as required, including preparation of suitability documentation
Key Attributes
Excellent communication and customer service skills
Highly organised, able to prioritise and meet deadlines under pressure
Confident PC user, including Microsoft Word and basic Excel
Able to work independently and as part of a team to high professional standards xiskglj
Strong knowledge of pensions, investments, life assurance, and mortgages
Benefits
Non-contributory pension scheme
Private medical insurance
Exam and study support, including paid study leave and exam fees
Ongoing training, development, and CPD support
Free onsite parking
£35,000 – £40,000 starting salary
Hybrid working 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
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Financial Planning Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products. Since you'll be dealing with pensions, investments, and mortgages, make sure you can confidently discuss these topics. We recommend practising common interview questions with a friend or even in front of the mirror!
✨Tip Number 3
Showcase your client-facing skills! During interviews, share specific examples of how you've provided excellent customer service in the past. This will demonstrate that you’re not just knowledgeable but also capable of building strong relationships with clients.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services, especially with pensions, investments, and mortgages. We want to see how your skills match what we're looking for, so don’t be shy about showcasing your client-facing abilities!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Financial Planning Administrator role. Mention your experience with Intelligent Office and any relevant qualifications like CF1 to grab our attention.
Show Off Your Communication Skills: Since this role involves a lot of client interaction, make sure your application reflects your excellent communication skills. Whether it's through your writing style or how you present your experiences, we want to see that you can connect with clients effectively.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re proactive, which is exactly what we’re looking for!
How to prepare for a job interview at Dynamite Recruitment
✨Know Your Financial Products
Make sure you brush up on your knowledge of pensions, investments, life assurance, and mortgages. Being able to discuss these topics confidently will show that you're not just familiar with the products but also passionate about them.
✨Demonstrate Client-Facing Skills
Prepare examples from your past experience where you've successfully interacted with clients. Highlight your communication style and how you ensure excellent customer service, as this is crucial for the role.
✨Familiarise Yourself with Relevant Software
Since the job mentions using Intelligent Office (IO), Quilter, abrdn, and Elevate, it’s a good idea to get acquainted with these systems if you haven't already. Even basic knowledge can set you apart and show your willingness to learn.
✨Show Your Organisational Skills
Be ready to discuss how you manage deadlines and keep records organised. You might want to share specific strategies or tools you use to stay on top of your tasks, as being detail-oriented is key in this role.
