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- Tasks: Support a dynamic team in financial planning and client services.
- Company: Award-winning financial planning firm with a stellar reputation.
- Benefits: 25 days holiday, private medical cover, and study support for career growth.
- Why this job: Join a market leader and make a real impact in financial planning.
- Qualifications: Experience managing teams or extensive admin experience in financial planning.
- Other info: Diverse and inclusive environment with excellent training opportunities.
The predicted salary is between 36000 - 60000 £ per year.
This is an award winning financial planning and investment company with an excellent reputation within the industry. Specialising in providing a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs.
This company has an exciting opportunity for a Senior Financial Planning Administrator to join the team and become a vital part of the financial planning process by supporting the wider Administrator team and the Client Services Manager, working with several highly successful advisers and their HNW clientele.
The role is for someone with either management experience who has looked after other Administrators in Wealth Planning or Financial Services, or someone with extensive experience looking for a step up. You will benefit from working with a highly experienced team in an environment that provides industry leading training and development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion.
Management role responsibilities:- Dealing with queries from the Administrator team
- Providing support to ensure day to day operations run smoothly
- Quality checking of work, highlighting training gaps
- Assist the team with complex calculations
- Work to specified SLAs
- Ongoing client communications alongside standard Administrator support tasks
- 25 days holiday + bank holidays
- 10% contributory pension
- Private Medical Cover
- 4x Life Assurance
- Study support
- Progression opportunities
- Previous experience managing Administrators within Financial Planning environment OR extensive Financial Planning Administration experience
- Knowledge of products including Pensions and Investments
- Experience using a CRM/back-office system such as Xplan or IO
- Strong client services and communication skills
Senior Financial Planning Administrator in Chester employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planning Administrator in Chester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company inside out. Understand their services, values, and recent achievements. This will help you tailor your responses and show that you're genuinely interested in being part of their award-winning team.
✨Tip Number 3
Practice your communication skills! As a Senior Financial Planning Administrator, you'll need to convey complex information clearly. Role-play with a friend or use online resources to sharpen your ability to explain financial concepts simply.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to showcase your skills and experience directly to us. Plus, it shows you're serious about joining our fantastic team in the financial planning space.
We think you need these skills to ace Senior Financial Planning Administrator in Chester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Financial Planning Administrator role. Highlight your management experience or extensive admin background in financial planning, and don’t forget to mention any relevant qualifications or training you've completed.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention your experience with HNW clients and how you can support the team in delivering top-notch service.
Showcase Your Skills: Don’t just list your skills; show us how you’ve used them in previous roles. Whether it’s managing a team of Administrators or handling complex calculations, give us examples that demonstrate your expertise in financial planning.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. 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 Eden Rose
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products, especially pensions and investments. Being able to discuss these confidently will show that you're not just familiar with the role but also understand the industry.
✨Demonstrate Leadership Skills
If you have management experience, be ready to share specific examples of how you've supported and developed your team. Highlighting your ability to lead and mentor others will resonate well with the interviewers.
✨Familiarise Yourself with CRM Systems
Since experience with CRM or back-office systems like Xplan is crucial, make sure you can talk about your proficiency with these tools. If you’ve used similar systems, mention how those experiences can translate to this role.
✨Prepare for Client Scenarios
Think about potential client scenarios you might face in the role. Prepare to discuss how you would handle complex calculations or client queries, showcasing your problem-solving skills and client service expertise.