At a Glance
- Tasks: Support financial advisers and clients in the planning process with administrative tasks.
- Company: Award-winning financial planning firm with over 30 years of experience.
- Benefits: Up to £33,000 salary, 25 days holiday, private medical cover, and study support.
- Other info: Flexible working 2-3 days a week and excellent career progression opportunities.
- Why this job: Join a market leader and make a real impact in financial planning for HNW clients.
- Qualifications: Experience in financial planning and strong communication skills are preferred.
The predicted salary is between 32000 - 33000 £ per year.
Financial Planning Administrator - Crawley, 2-3 days a week in the office - Up to £33,000. This award-winning financial planning and investment company has been supporting clients for over 30 years. The company specialises in services for private clients, corporations, HNW individuals, and financial services professionals across the UK and is the market leader in the industry. We are looking for a Financial Planning Administrator to join our team and become a vital part of the financial planning process by supporting several highly successful advisers and their HNW clientele.
Key Details
- Location: Gatwick, West Sussex
- Job Ref: 90476
- Salary: £32,000 – £33,000 per annum
- Employment Type: Permanent
- Working days: 2-3 days a week in the office
Responsibilities
- Support advisers and clients in the financial planning process, providing administrative and client‑services support.
Requirements
- Previous experience within Financial Planning in an IFA Administrator support role (desirable).
- 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.
Benefits
- 25 days holiday + bank holidays
- 10% contributory pension
- Private medical cover
- 4× life assurance
- Study support (exam support towards chartered status)
- Progression opportunities
- Industry‑leading training & development
We place a strong focus on diversity and inclusion.
Financial Planning Administrator — HNW Client Support (Crawley) in Guildford employer: Eden Rose
Join an award-winning financial planning and investment company in Crawley, where you will be part of a supportive team dedicated to delivering exceptional service to high-net-worth clients. With a strong emphasis on employee growth, we offer industry-leading training, study support for chartered status, and a generous benefits package including 25 days holiday and private medical cover. Our inclusive work culture fosters collaboration and innovation, making us an excellent employer for those seeking a meaningful career in financial services.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator — HNW Client Support (Crawley) in Guildford
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry, especially those who might know someone at the company. A friendly chat can sometimes lead to insider info or even a referral!
✨Tip Number 2
Prepare for the interview by researching the company and its values. We want you to show that you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute to their success.
✨Tip Number 3
Practice your responses to common interview questions, but keep it natural. We suggest using the STAR method (Situation, Task, Action, Result) to structure your answers, especially when discussing your past experiences in financial planning.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it’s a great way to reiterate why you’d be a perfect fit for their team.
We think you need these skills to ace Financial Planning Administrator — HNW Client Support (Crawley) in Guildford
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planning Administrator role. Highlight any relevant experience in financial planning and client support, especially if you've worked with HNW clients before. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our team. Be sure to mention any specific experiences that relate to the responsibilities outlined in the job description.
Showcase Your Communication Skills:Since strong communication skills are key for this role, make sure your application reflects that. Use clear and concise language, and don’t hesitate to demonstrate your ability to engage with clients effectively. We love a good communicator!
Apply Through Our Website:We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to submit all your documents in one go. Plus, it shows us you’re serious about joining our award-winning 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 terminology but can also apply it in real-world scenarios.
✨Familiarise Yourself with CRM Systems
Since experience with CRM or back-office systems like Xplan or IO is a plus, take some time to understand how these systems work. If you have prior experience, be ready to share specific examples of how you've used them to support advisers or clients.
✨Prepare for Client Interaction Questions
Given the role's focus on client services, expect questions about how you handle client interactions. Think of examples where you've successfully resolved issues or provided exceptional service, as this will demonstrate your strong communication skills.
✨Show Enthusiasm for Learning
With opportunities for study support and progression, express your eagerness to learn and grow within the company. Mention any relevant courses or certifications you're interested in pursuing, as this shows you're committed to your professional development.
