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- Tasks: Join us as a Financial Planning Administrator, supporting clients and the Managing Director.
- Company: Dynamite Recruitment partners with a top-notch Independent Financial Planning Practice in Surrey.
- Benefits: Enjoy a competitive salary, flexible work options, and a supportive team environment.
- Why this job: This role offers a chance to grow in financial planning while making a real impact.
- Qualifications: Open to all levels; passion for finance and good communication skills are key!
- Other info: Primarily office-based with occasional remote work flexibility.
The predicted salary is between 19200 - 25600 £ per year.
Dynamite Recruitment are proud to supporting a fantastic company on the recruit for an Financial Planning Administrator, a really fantastic job role to step into! Based within a Independent Financial Planning Practice in Surrey. Working as Private Client Administrator and PA to the Managing Director, providing exceptional quality administrative and technical support to them and the wider team. Duties and Responsibilities will include, but not be limited to: Process and submit new business to providers and ensure all paperwork is completed accurately Ensure client data is accurately maintained Prepare documentation for client meetings, including literature, illustrations and forms from providers. Pre-complete application forms and other documents for client signing or approval where necessary. Ensure client agreements, including fee schedules, are in place and signed, documented and saved so that all client records remain FCA compliant and up-to-date Schedule and manage follow up tasks relating to client meetings and business submissions. Produce client portfolio valuations and statements. Requirements We are open and flexible on our requirements in this role. Whether you are newly qualified, looking to step into financial planning or a recent graduate. A good attitude and passion for the industry is very welcome! Likewise, someone experienced in Administration within Financial Planning looking for a role with security long term and PA duties would be welcomed! Sound technical knowledge covering investments, pensions, protection for High Net Worth Individuals, Trusts and Corporates including the underwriting process Ideally, experience using Intelligent Office (back office system) Understanding of the FCA rules and regulations Competent with Microsoft package, general IT Skills Excellent written and verbal communication skills £24,00 – £32,000 (Dependant on experience) Surrey This role will be primarily office based, but with flexibility on ad-hoc occasions to work from home. 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
Familiarize yourself with the key responsibilities of a Financial Planning Administrator. Understanding the nuances of processing new business and maintaining client data will help you stand out during discussions.
✨Tip Number 2
Brush up on your knowledge of FCA rules and regulations. Being well-versed in compliance will demonstrate your commitment to the role and the importance of maintaining accurate client records.
✨Tip Number 3
If you have experience with Intelligent Office or similar back office systems, be ready to discuss it. Highlighting your technical skills can give you an edge over other candidates.
✨Tip Number 4
Showcase your communication skills during any interactions. As a Private Client Administrator, effective communication is key, so be prepared to demonstrate how you can manage client relationships effectively.
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 and administration. Emphasize any technical knowledge you have regarding investments, pensions, and compliance with FCA regulations.
Craft a Strong Cover Letter: Write a cover letter that showcases your passion for the financial planning industry. Mention specific skills that align with the job description, such as your ability to maintain client data accurately and your experience with administrative tasks.
Highlight Technical Skills: If you have experience with Intelligent Office or similar back office systems, be sure to mention it. Also, include your proficiency with Microsoft Office and any other relevant IT skills.
Showcase Communication Skills: Since excellent written and verbal communication skills are essential for this role, provide examples in your application of how you've effectively communicated with clients or team members in previous positions.
How to prepare for a job interview at Dynamite Recruitment
✨Show Your Passion for Financial Planning
Make sure to express your enthusiasm for the financial planning industry during the interview. Share any relevant experiences or coursework that sparked your interest, as this will demonstrate your commitment and eagerness to learn.
✨Highlight Your Administrative Skills
Since the role involves significant administrative duties, be prepared to discuss your organizational skills and any previous experience in administration. Provide examples of how you've successfully managed tasks, maintained records, or supported a team in the past.
✨Familiarize Yourself with FCA Regulations
Understanding the FCA rules and regulations is crucial for this position. Take some time to review key regulations and be ready to discuss how they impact financial planning and client interactions during your interview.
✨Prepare for Technical Questions
Given the technical nature of the role, brush up on your knowledge of investments, pensions, and protection for High Net Worth Individuals. Be ready to answer questions related to these topics and demonstrate your understanding of the underwriting process.
