At a Glance
- Tasks: Support clients in financial planning by preparing reports and analysing data.
- Company: Leading financial planning firm in Scotland with a strong client focus.
- Benefits: Flexible hybrid working, competitive salary, and a range of additional perks.
- Other info: Opportunity for professional growth in a dynamic and supportive environment.
- Why this job: Join a collaborative team and make a real difference in clients' financial journeys.
- Qualifications: FPC qualified or equivalent, with experience in financial services and strong analytical skills.
The predicted salary is between 30000 - 40000 £ per year.
Engage Talent Partners are working with our Aberdeen based client to source and recruit a collaborative and proactive Wealth Admin. The company is among the leading firms in Scotland, with decades of experience in financial planning. The company has developed strong relationships with its clients, and you would be joining a team that prioritises this.
You will play a key role in maintaining technical standards and ensuring an efficient and consistent client journey while providing exceptional technical support and high levels of service to assist with the achievement of the Company’s strategic goals.
The main responsibilities of the role are:
- Prepare and maintain client files; analyse qualitative and quantitative client data, prioritise client needs.
- Produce suitability reports across a broad range of areas, such as pensions, investments, and protection.
- Prepare recommendations; undertake research and identify solutions, prepare recommendation reports.
- Schedule and prepare client reviews, updating cash flow models, performance analysis, production of supporting reports and identifying opportunities and threats.
- Implement recommendations; prepare suitability letters, complete applications/proposals.
- Work with other professional advisers e.g. solicitors and accountants to implement an agreed action plan.
- Undertake research and analysis in preparation of, and for, client requirements and recommendations.
The ideal candidate will be FPC qualified or equivalent and have achieved or be working towards a Level 4 Diploma in Financial Planning. You will have previous experience within a financial services environment as well as having good technical knowledge and sound understanding of the Financial Planning Process. A strong knowledge covering pensions, investments, and cashflow modelling are essential. Familiarity with systems such as Intelliflo Office and FE Analytics is desirable but not essential. Excellent administrative and strong organisational skills would also be particularly beneficial.
This is a full-time position, and the successful candidate will receive an excellent salary package, flexible and hybrid working options as well as a range of other benefits.
Wealth Admin: Flexible Hybrid Role in Financial Planning in Aberdeen employer: Engage Talent Partners
Join a leading financial planning firm in Aberdeen that values collaboration and proactive engagement, offering a supportive work culture where your contributions directly impact client relationships and strategic goals. With flexible hybrid working options, an excellent salary package, and opportunities for professional growth, this role is perfect for those looking to thrive in a dynamic environment while making a meaningful difference in clients' financial journeys.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Admin: Flexible Hybrid Role in Financial Planning in Aberdeen
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Engage Talent Partners. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Wealth Admin: Flexible Hybrid Role in Financial Planning in Aberdeen
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Engage Talent Partners.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Engage Talent Partners's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Engage Talent Partners
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Engage Talent Partners.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Engage Talent Partners will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Engage Talent Partners employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
