At a Glance
- Tasks: Coordinate client reviews and manage financial documentation for high-net-worth clients.
- Company: Reputable Chartered Financial Planning practice with a supportive culture.
- Benefits: Hybrid working, professional qualification support, and a generous remuneration package.
- Other info: Friendly environment with excellent long-term career development opportunities.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial planning administration and knowledge of pensions and investments.
The predicted salary is between 35000 - 45000 £ 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.
Senior HNW Financial Planning Administrator in Glasgow employer: Energy Jobline CVL
Join a highly regarded Chartered Financial Planning practice that values its employees and fosters a supportive work culture. With a focus on professional growth, you will benefit from hybrid working arrangements, a generous remuneration package, and opportunities for career advancement while working closely with a talented Financial Planner in the HNW field.
StudySmarter Expert Advice🤫
We think this is how you could land Senior HNW Financial Planning Administrator in Glasgow
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Tailor your responses to show how your experience aligns with their values and needs, especially in high-net-worth financial planning. We want to see you shine!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable discussing your skills and experiences. Focus on how you've supported financial planners in the past and how you can bring that expertise to the table.
✨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 take the initiative to connect directly with us.
We think you need these skills to ace Senior HNW Financial Planning Administrator in Glasgow
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Senior HNW Financial Planning Administrator. Highlight your experience in financial planning support and client servicing, and don’t forget to mention any relevant back-office systems you’ve used!
Showcase Your Skills:In your cover letter, emphasise your organisational skills and attention to detail. We want to see how you can manage client review processes and maintain accurate records, so give us examples of when you've done this before.
Be Professional Yet Approachable:When writing your application, strike a balance between professionalism and a friendly tone. We value communication skills highly, so let your personality shine through while keeping it suitable for a financial environment.
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 this exciting opportunity in our growing team!
How to prepare for a job interview at Energy Jobline CVL
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and financial planning processes. Familiarise yourself with the back-office systems like Intelliflo, as being able to discuss these confidently will show that you're ready to hit the ground running.
✨Showcase Your Experience
Prepare specific examples from your previous roles where you've successfully managed client review processes or supported financial advisers. Highlight your organisational skills and how you've maintained accurate client records, as this is crucial for the role.
✨Communication is Key
Since you'll be acting as a central coordination point between clients and advisers, practice articulating your thoughts clearly. Think about how you can demonstrate your ability to deliver a high-quality client experience through professional communication during the interview.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture, team dynamics, and opportunities for professional development. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.
