Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial advisers and assist with high-net-worth client services.
- Company: Award-winning financial planning firm with a stellar industry reputation.
- Benefits: Up to £30,000 salary, 25 days holiday, private medical cover, and study support.
- Why this job: Join a dynamic team and gain valuable experience in financial planning.
- Qualifications: Experience in financial services or client support is preferred.
- Other info: Diversity-focused workplace with excellent training and career progression opportunities.
The predicted salary is between 30000 - 30000 £ per year.
This is an award-winning financial planning and investment company with an excellent reputation in 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 Financial Planning Administrator to join the team and become a vital part of the financial planning process by supporting several highly successful advisers and their HNW clientele. The role is for someone with experience in Wealth Planning or Financial Services in an Administrator or Client Services position.
You will benefit from working with a highly experienced team in an environment that provides industry-leading training & development as well as exam support towards the Diploma. This firm places a strong focus on diversity and inclusion.
- 25 days holiday + bank holidays
- 10% contributory pension
- Private Medical Cover
- 4x Life Assurance
- Study support
- Progression opportunities
What’s needed to be considered?
- Previous experience within Financial Planning in an IFA Administrator support role is 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
Financial Planning Administrator in Sunderland employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator in Sunderland
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who work in or know about financial planning. A friendly chat can lead to insider info on job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Since this firm focuses on diversity and inclusion, think about how you can demonstrate your alignment with these values during your conversation. Show them you’re not just a fit for the role, but for their culture too!
✨Tip Number 3
Practice your client service skills! Since strong communication is key in this role, consider role-playing common scenarios you might face as a Financial Planning Administrator. This will help you feel more confident and ready to impress during the interview.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you along the way, and applying directly can sometimes give you an edge. Plus, it shows you’re genuinely interested in joining our awesome team!
We think you need these skills to ace Financial Planning Administrator in Sunderland
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Administrator role. Highlight your experience in Wealth Planning or Financial Services, and don’t forget to mention any relevant skills with CRM systems like Xplan or IO.
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 your background makes you a perfect fit for our team. Keep it concise but engaging!
Showcase Your Client Service Skills: Since this role involves supporting HNW clients, make sure to highlight your strong client service and communication skills. Share examples of how you've successfully managed client relationships in the past.
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 attach all your documents in one go. Plus, we love seeing applications come directly from our site!
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 genuinely interested in the industry.
✨Familiarise Yourself with CRM Systems
Since experience with CRM or back-office systems like Xplan or IO is crucial, 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 enhance client service.
✨Highlight Your Client Service Skills
This role requires strong client service and communication skills. Prepare examples from your past experiences where you successfully managed client relationships or resolved issues. This will demonstrate your ability to support advisers and their HNW clientele effectively.
✨Show Enthusiasm for Learning
The company offers industry-leading training and development, so express your eagerness to learn and grow within the role. Mention any relevant qualifications or courses you’re interested in pursuing, as this shows your commitment to professional development.