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- Tasks: Support financial advisers and clients by managing investment reviews and processing new business.
- Company: Dynamic financial planning firm with a focus on client service and compliance.
- Benefits: Competitive salary, private medical insurance, and ongoing training support.
- Why this job: Join a thriving team and elevate your career in the financial services sector.
- Qualifications: 4-5 years experience in investment administration and strong knowledge of financial products.
- Other info: Enjoy hybrid working and excellent career development opportunities.
The predicted salary is between 30000 - 40000 £ per year.
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.
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
Qualifications
- At least 4-5 years experience as an investment administrator (or similar)
- Strong knowledge of pensions, investments, life assurance, and mortgages
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
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.
Senior Financial Planning Administrator employer: Dynamite Recruitment
Contact Detail:
Dynamite Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planning Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector. Let them know you're on the lookout for opportunities, and who knows? They might just have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pensions, investments, and compliance. We recommend practising common interview questions with a friend or even in front of the mirror. Confidence is key!
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed client records or processed new business applications efficiently. This will highlight your attention to detail, which is crucial for this role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Senior Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services, especially in investment administration. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention specific experiences that relate to the key responsibilities listed in the job description.
Showcase 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 don’t miss out on any important updates from our team!
How to prepare for a job interview at Dynamite Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and life assurance. Being able to discuss these topics confidently will show that you're not just a candidate, but a knowledgeable professional ready to contribute.
✨Showcase Your Organisation Skills
Since the role requires excellent organisational skills, prepare examples from your past experience where you've successfully managed multiple tasks or projects. This will demonstrate your ability to prioritise and meet deadlines under pressure.
✨Practice Your Communication
As communication is key in this role, practice articulating your thoughts clearly. You might even want to do a mock interview with a friend, focusing on how you would explain complex financial concepts to clients.
✨Familiarise Yourself with Relevant Software
If you have experience with Intelliflo and Quilter Investment Platform, be ready to discuss it. If not, take some time to learn about these systems. Showing that you're proactive about learning new tools can set you apart from other candidates.
