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For Companies At a Glance
- Tasks: Support Financial Planners and manage client relationships while ensuring smooth administration.
- Company: Join a dynamic financial services firm dedicated to exceptional client service.
- Benefits: Enjoy flexible working, 25 days leave, competitive salary, and health schemes.
- Why this job: Be part of a supportive team with opportunities for professional growth and development.
- Qualifications: Experience in financial services administration and strong communication skills required.
- Other info: Full-time or part-time options available; apply now to kickstart your career!
The predicted salary is between 20000 - 24000 £ per year.
£25,000 - £30,000
We’re 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
Brush up on your knowledge of financial regulations and compliance standards. Being well-versed in these areas will not only help you during the interview but also demonstrate your commitment to best practices.
✨Tip Number 3
Prepare examples of how you've built strong client relationships in previous roles. Think about specific situations where your communication skills made a difference, as this will be crucial in showcasing your fit for the role.
✨Tip Number 4
Research StudySmarter's values and culture. Understanding our mission and how we operate will help you align your answers during the interview, making you a more appealing candidate.
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 understanding of the financial planning process and your ability to build strong client relationships. Mention specific experiences where you successfully managed client records or liaised with product providers.
Highlight Relevant Software Knowledge: If you have experience with financial planning software like Intelliflo Office, make sure to mention it. This will demonstrate your readiness to manage and maintain client records effectively.
Prepare for the Interview: Be ready to discuss how your past experiences align with the key responsibilities of the role. Prepare examples that showcase your communication skills and ability to work as part of a team.
How to prepare for a job interview at Elite Recruitment Solutions
✨Know Your Financial Planning Software
Familiarise yourself with Intelliflo Office and any other financial planning software mentioned in the job description. Being able to discuss your experience with these tools will show that you're prepared and knowledgeable.
✨Demonstrate Client Relationship Skills
Prepare examples of how you've built and maintained strong client relationships in previous roles. This will highlight your ability to support Financial Planners effectively and ensure exceptional client service.
✨Understand Regulatory Compliance
Brush up on the regulatory requirements relevant to financial planning. Being able to discuss compliance and industry best practices will demonstrate your commitment to maintaining high standards in your work.
✨Showcase Teamwork and Communication
Think of instances where you've successfully collaborated with teams or communicated complex information clearly. This will illustrate your ability to work well with others and contribute positively to the team dynamic.
