At a Glance
- Tasks: Coordinate client reviews, manage records, and support financial advice delivery.
- Company: Established Chartered Financial Planning practice in Glasgow.
- Benefits: Hybrid working, professional qualification support, and a generous remuneration package.
- Other info: Great opportunity for long-term career development.
- Why this job: Join a friendly team and grow your career in financial planning.
- Qualifications: Experience in IFA sector with knowledge of pensions and investments.
The predicted salary is between 30000 - 40000 £ per year.
Due to an internal promotion and growth, my client, an established and highly regarded Chartered Financial Planning practice, currently seeks an experienced Financial Planning Administrator to support a talented Financial Planner on a one-to-one basis who primarily operates in the HNW field.
Key Responsibilities:
- Coordinate and manage client review processes, including scheduling, documentation gathering, and preparation.
- Maintain accurate and up-to-date client records and financial information within back-office systems.
- Support the adviser with the delivery of regulated financial advice, ensuring documentation is complete and compliant.
- Manage new business processing, proactively progressing cases and chasing providers.
- Liaise with pension providers, platforms, and third parties to obtain updates and information.
- Support activities such as letters of authority, fund switches, top-ups, withdrawals, and ongoing servicing.
- Maintain and update CRM systems (e.g. Intelliflo or similar) accurately.
- Assist with platform administration, including transfers and investments.
- Act as a central coordination point between clients, advisers, and internal teams.
- Deliver a high-quality client experience through professional communication and organisation.
Applicants must possess support/administration experience from the IFA sector with proven experience providing financial planning support, client servicing, and administration. You will possess solid knowledge of pensions, investments, and financial planning processes along with experience of using back office/CRM systems such as Intelliflo.
In return, you will be rewarded with a friendly and positive working environment, hybrid working, support towards professional qualifications, a generous remuneration package, and long-term opportunity for career development.
Financial Planning Administrator in Glasgow, Glasgow City employer: Energy Jobline CVL
Join a highly regarded Chartered Financial Planning practice in Glasgow, where you will thrive in a supportive and friendly work environment. With opportunities for hybrid working, professional development, and a generous remuneration package, this role as a Financial Planning Administrator offers a meaningful career path in the HNW field, ensuring you are well-equipped to grow alongside a talented team dedicated to delivering exceptional client experiences.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator in Glasgow, Glasgow City
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector, especially those who might know about opportunities at firms like the one you're eyeing. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pensions and investments. We all know that confidence is key, so practice answering common questions and think about how your experience aligns with the role of a Financial Planning Administrator.
✨Tip Number 3
Showcase your organisational skills! During interviews, highlight specific examples of how you've managed client records or coordinated processes in previous roles. This will demonstrate that you’re ready to support a Financial Planner effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Financial Planning Administrator in Glasgow, Glasgow City
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planning Administrator role. Highlight your experience in the IFA sector and any relevant skills that match the job description. We want to see how you can support a Financial Planner effectively!
Showcase Your Skills:In your cover letter, don’t just list your skills—show us how you've used them in real situations. Talk about your experience with client servicing, managing documentation, and using CRM systems like Intelliflo. We love seeing practical examples!
Be Professional Yet Personable:While we appreciate professionalism, don’t be afraid to let your personality shine through. The role involves delivering a high-quality client experience, so showing us your communication style can really make you stand out!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Energy Jobline CVL
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning, pensions, and investments. Familiarise yourself with the specific back-office systems mentioned in the job description, like Intelliflo. This will show that you're not just interested in the role but also prepared to hit the ground running.
✨Showcase Your Experience
Prepare examples from your past roles where you've successfully managed client review processes or supported financial advisers. Be ready to discuss how you maintained accurate records and ensured compliance, as these are key responsibilities for the position.
✨Communication is Key
Since this role involves liaising with clients and third parties, practice articulating your thoughts clearly and professionally. Think about how you can demonstrate your ability to deliver a high-quality client experience during the interview.
✨Ask Smart Questions
Prepare insightful questions about the company culture, team dynamics, and growth opportunities. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.
