At a Glance
- Tasks: Support Wealth Managers and Financial Planners in a dynamic, varied role.
- Company: Established Wealth Management practice with a close-knit team.
- Benefits: Competitive salary, ongoing training, and professional development opportunities.
- Other info: Opportunity for career growth and involvement in investments and paraplanning.
- Why this job: Join a diverse team and gain exposure to various Wealth Management activities.
- Qualifications: 5+ years in Financial Planning administration with strong attention to detail.
The predicted salary is between 35000 - 42000 £ per year.
We are working with an established Wealth Management practice that is looking to appoint an experienced Senior Financial Planning Administrator to join its close-knit team of 8 people. They are part of a wider network based across the UK and internationally. This is a fantastic opportunity for a highly capable and experienced Financial Planning Administrator who is looking for a varied role where they can become a key part of the team.
The company are looking for someone who is organised, switched-on and detail-focused, a genuine pair of safe hands who can slot into the business, take ownership of their workload and provide support across the wider team. The practice is part of a large international Wealth Management network, with dedicated Head Office support handling much of the more basic administration. This means the branch team can focus on delivering a high-quality service to clients, with regular liaison with Head Office and access to ongoing training and support.
This is a broad Senior Administration position covering a variety of administration activities. No two days will necessarily look the same, and there is scope to get involved in areas beyond traditional administration, including elements of investments and paraplanning depending on your experience and interests.
Your responsibilities will include:
- Supporting Wealth Managers and Financial Planners with the smooth running of the practice
- Preparing documentation and paperwork for client reviews
- Arranging client reviews and managing the associated follow-up administration
- Processing new business and supporting client onboarding
- Maintaining accurate and up-to-date client information on CRM/back-office systems
- Producing client valuations and liaising with providers for outstanding information
- Dealing with client queries and requests in a professional and timely manner
- Helping to support and guide more junior members of the administration team
- Taking ownership of processes and ensuring a high level of service is maintained from start to finish
Ideally, you will have:
- At least 5 years' experience within Financial Planning administration, demonstrating strong knowledge of the financial planning process
- Excellent attention to detail and a high level of accuracy
- Strong written and verbal communication skills
- Academic qualifications such as GCSEs and A Levels are expected, but we are particularly interested in finding someone who is bright, capable and demonstrates strong attention to detail.
This is an excellent opportunity for someone who wants more than a narrow administration role. You will have exposure to a broad range of Wealth Management activities, with the opportunity to develop your knowledge across investments, paraplanning and wider financial planning. Professional development is encouraged, with training available through Head Office and support available for relevant professional examinations.
Senior Financial Planning Administrator in London employer: Eden Rose Careers
As a Senior IFA Administrator at our Gatwick office, you will join a dynamic team that values collaboration and professional growth. We offer a hybrid working model, competitive salary, and a supportive work culture that prioritises employee development and regulatory compliance. With opportunities for continuous improvement and process enhancement, you'll play a crucial role in delivering exceptional client service while enjoying the benefits of a flexible work environment.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planning Administrator in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Eden Rose Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Financial Planning Administrator in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Eden Rose Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Eden Rose Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Eden Rose Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Eden Rose Careers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Eden Rose Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Eden Rose Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
