At a Glance
- Tasks: Provide advanced support to financial planners and manage client relationships.
- Company: Boutique advice practice in East Suffolk with a supportive team culture.
- Benefits: Competitive salary, 25 days holiday, pension scheme, and professional development opportunities.
- Other info: Friendly working environment with opportunities for mentoring and career growth.
- Why this job: Join a growing team and make a real impact in financial planning.
- Qualifications: Extensive experience in financial planning support and strong technical knowledge.
The predicted salary is between 30000 - 40000 € per year.
My client is a boutique advice practice based in the East of Suffolk. They are currently looking for an experienced Senior Financial Planning Support Administrator who is capable of hitting the ground running to help bolster their existing team of advice administration professionals. This is a new position to add some needed support resource to a busy and growing team.
You will join an already experienced team of administrators, supporting them and the businesses team of four advisers in this position focused on administrative support.
The Role: The Senior Financial Planner Support position is designed for an experienced individual who can provide a higher level of technical and administrative support to my clients advisers. You will be expected to take greater ownership of client cases, demonstrate a deeper understanding of financial products, and help guide and mentor junior team members.
Key Responsibilities:
- Provide advanced technical and administrative support to financial planners.
- Prepare complex client reports and suitability letters.
- Conduct product and platform research, offering technical input for client recommendations.
- Manage relationships with clients and providers at a senior level.
- Ensure all work complies with FCA regulations and company standards.
- Support the training and development of junior and lead support staff.
Requirements:
- Extensive experience in a financial planning or IFA support role.
- Experience of using Intelligent Office.
- CII Level 4 Diploma in Regulated Financial Planning (desirable).
- Strong technical knowledge of financial products, platforms, and providers.
- Excellent organisational, analytical, and communication skills.
- Ability to work independently and take initiative.
- Experience mentoring or supporting the development of colleagues.
What my client offers:
- Competitive salary and benefits package.
- 25 days holiday plus bank holidays.
- Pension scheme.
- Professional development opportunities, with study support where relevant.
- A supportive and friendly working environment, in a good location, with free parking.
Senior Financial Planner Support in Lowestoft, Suffolk employer: Energy Jobline CVL
Join a boutique advice practice in the picturesque East of Suffolk, where you will be part of a supportive and experienced team dedicated to delivering exceptional financial planning services. With a competitive salary, generous holiday allowance, and opportunities for professional development, this role not only offers a chance to advance your career but also to mentor junior colleagues in a friendly and collaborative environment. Enjoy the benefits of free parking and a location that fosters a healthy work-life balance, making it an excellent choice for those seeking meaningful employment.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planner Support in Lowestoft, Suffolk
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at the boutique practice. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge of financial products and platforms. We want you to show off your expertise and how you can hit the ground running in this role!
✨Tip Number 3
Don’t forget to showcase your mentoring skills! Highlight any experience you have in supporting junior team members during interviews. This will show that you’re not just about getting the job done, but also about helping others grow.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Senior Financial Planner Support in Lowestoft, Suffolk
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Financial Planner Support role. Highlight your experience in financial planning and any relevant qualifications, like the CII Level 4 Diploma. We want to see how your skills match what our client is looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this position. Mention specific experiences that demonstrate your technical knowledge and ability to support advisers. We love a good story!
Showcase Your Technical Skills:Since this role requires advanced technical support, make sure to highlight your experience with Intelligent Office and your understanding of financial products. We want to know how you can hit the ground running and support our client's team effectively.
Apply Through Our Website:Don't forget to apply through our website! It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at Energy Jobline CVL
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products and platforms. Being able to discuss these confidently will show that you can hit the ground running and provide the advanced support needed in this role.
✨Demonstrate Your Mentoring Skills
Since the role involves guiding and mentoring junior team members, be prepared to share examples of how you've supported colleagues in the past. This will highlight your leadership abilities and fit for the team.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge and analytical skills. Practise explaining complex concepts clearly, as you'll need to prepare client reports and suitability letters that are easy to understand.
✨Showcase Your Organisational Skills
In a busy environment, being organised is key. Bring examples of how you've managed multiple tasks or projects simultaneously, and be ready to discuss your strategies for staying on top of deadlines and compliance.
