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For Companies At a Glance
- Tasks: Support Financial Planners and manage client relationships with attention to detail.
- Company: Join a dynamic team focused on delivering exceptional financial services.
- Benefits: Enjoy flexible working, 25 days leave, competitive salary, and health schemes.
- Why this job: Be part of a supportive culture that values professional growth and client satisfaction.
- Qualifications: Experience in financial services administration and knowledge of regulatory requirements needed.
- Other info: Full-time or part-time options available; apply now to kickstart your career!
We are looking for an experienced Financial Planning Support professional to collaborate with our Financial Planners, manage client relationships, and ensure smooth administration of client files. Your expertise will help deliver exceptional client service.
Key Responsibilities
- Build strong client relationships and support Financial Planners
- Manage and maintain client records in Intelliflo Office
- Liaise with product providers and internal teams to implement financial advice
- Ensure regulatory compliance and industry best practices
What You Need
- Financial services administration experience
- Strong attention to detail and client service focus
- Knowledge of financial planning software & regulatory requirements
- A team player with excellent communication skills
Benefits
- Flexible & Hybrid Working (Full-time or part-time available)
- 25 days annual leave + bank holidays
- Competitive salary, pension, and death-in-service cover
- Health schemes, Employee Assistance, Cycle to Work
- Opportunities to professionally grow & progress in your career
To be considered for the higher salary you will need to demonstrate your ability to meet the key criteria by past experience and during the interview process. Apply now and find your next career job!
Financial Planning Support employer: Elite Recruitment Solutions
Contact Detail:
Elite Recruitment Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Support
✨Tip Number 1
Familiarise yourself with Intelliflo Office, as it's a key tool for managing client records. Consider taking an online course or watching tutorials to boost your confidence in using this software.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend industry events or join relevant online forums to connect with others who can provide insights and potentially refer you to opportunities.
✨Tip Number 3
Brush up on your knowledge of regulatory compliance and industry best practices. Being well-versed in these areas will not only help you in the role but also impress during interviews.
✨Tip Number 4
Prepare examples of how you've built strong client relationships in the past. Having specific stories ready will demonstrate your client service focus and teamwork skills during the interview.
We think you need these skills to ace Financial Planning Support
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your financial services administration experience and any relevant skills. Emphasise your attention to detail and client service focus, as these are key for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your experience in managing client relationships and your familiarity with financial planning software. Mention specific examples of how you've ensured regulatory compliance in past roles.
Highlight Teamwork and Communication Skills: In your application, provide examples of how you've worked effectively in a team and communicated with various stakeholders. This will demonstrate your ability to collaborate with Financial Planners and internal teams.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or inconsistencies. A polished application reflects your strong attention to detail, which is crucial for this position.
How to prepare for a job interview at Elite Recruitment Solutions
✨Know Your Financial Planning Software
Familiarise yourself with the financial planning software mentioned in the job description, particularly Intelliflo Office. Be prepared to discuss your experience with similar tools and how you've used them to manage client records effectively.
✨Demonstrate Client Relationship Skills
Prepare examples of how you've built strong client relationships in previous roles. Highlight your communication skills and any specific instances where you went above and beyond to ensure client satisfaction.
✨Understand Regulatory Compliance
Brush up on the regulatory requirements relevant to financial planning. Be ready to discuss how you have ensured compliance in your past roles and why it is crucial for maintaining client trust and service quality.
✨Showcase Team Collaboration
As a team player, be prepared to share experiences where you collaborated with colleagues or other departments. Emphasise your ability to work well within a team to support Financial Planners and enhance client service.
