At a Glance
- Tasks: Support clients with financial planning and maintain high service standards.
- Company: Leading financial planning firm in Scotland with a strong client focus.
- Benefits: Flexible hybrid working, competitive salary, and a range of perks.
- Other info: Great opportunity for career growth in a dynamic 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.
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 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
✨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 a lead or be able to refer you directly to hiring managers.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to client relationships and think about how your skills can enhance their team. Tailor your responses to show you’re a perfect fit for their culture.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family, focusing on common questions in the financial services industry. This will help you articulate your experience and knowledge confidently when it counts.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you stand out, and applying directly can sometimes give you an edge. Plus, we love seeing candidates who take that extra step!
We think you need these skills to ace Wealth Admin: Flexible Hybrid Role in Financial Planning
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your qualifications, especially if you're FPC qualified or working towards a Level 4 Diploma in Financial Planning. We want to see how you fit into our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your previous experience aligns with the role. We love seeing enthusiasm and a proactive attitude!
Showcase Your Technical Skills:Since the role involves maintaining technical standards and providing exceptional support, make sure to mention any relevant software or systems you’re familiar with, like Intelliflo Office or FE Analytics. We appreciate candidates who can hit the ground running!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Engage Talent Partners
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning, especially around pensions, investments, and cash flow modelling. Familiarise yourself with the tools mentioned in the job description, like Intelliflo Office and FE Analytics, even if you haven't used them before.
✨Showcase Your Experience
Prepare to discuss your previous experience in financial services. Think of specific examples where you've maintained client files or produced suitability reports. This will help demonstrate your technical knowledge and how you can contribute to the team.
✨Client-Centric Mindset
Since the company values strong client relationships, be ready to talk about how you've prioritised client needs in the past. Share instances where you've gone above and beyond to ensure a smooth client journey.
✨Ask Smart Questions
Prepare thoughtful questions about the company's approach to financial planning and their client engagement strategies. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
