At a Glance
- Tasks: Support financial planning services and improve systems for a modern firm.
- Company: Fellmont Wealth, a fresh and tech-driven financial advice firm.
- Benefits: Competitive salary, discretionary bonus, flexible hours, and potential 4-day week.
- Other info: Join a dynamic environment with opportunities for genuine impact and growth.
- Why this job: Be part of a pioneering team and shape the future of financial advice.
- Qualifications: Experience in financial planning administration and a passion for innovation.
The predicted salary is between 33000 - 33000 € per year.
Full Time | Hybrid Working | Flexible Hours | 4-Day Week Considered
£33,000 + Discretionary Bonus
Fellmont Wealth Ltd, Altrincham, UK
Help Build a Modern Financial Planning Firm
Fellmont Wealth is a newly launched, directly FCA-authorised independent financial advice firm combining personal service with modern, technology-driven systems. We already have an established and growing client bank and are looking for our first full-time Financial Planning Administrator to join the business and work directly alongside the founder. This is a brilliant opportunity for someone who wants more than a standard admin role. You’ll have genuine input into systems, processes and the future growth of the business from day one. Fellmont Wealth was established to do financial advice differently; we want to adopt the latest technology, increase efficiencies and provide clients with the best experience possible.
The Role
- Support the day-to-day delivery of financial planning services, including:
- Managing client administration and provider interactions
- Supporting the end-to-end advice process
- Preparing documentation for meetings and recommendations
- Submitting and tracking new business
- Maintaining CRM workflows and client records
- Helping improve systems and operational processes
- Delivering a smooth, professional client experience
- Speaking with clients to arrange/organise further information
What We’re Looking For
We’re looking for someone experienced within financial planning administration who can confidently work within a regulated advice environment. We want you to influence how Fellmont Wealth builds its systems/processes and has a genuine interest in working for a different type of financial advice firm. Ideally, you’ll have experience with:
- Adviser platforms and provider systems
- Financial planning and suitability processes
- Dealing with financial adviser requests
- Preparing client reports
Financial Planning Administrator employer: Fellmont Wealth
Fellmont Wealth Ltd is an exceptional employer that prioritises employee growth and innovation within the financial planning sector. With a hybrid working model, flexible hours, and the possibility of a 4-day week, we foster a supportive work culture that values your input in shaping our systems and processes. Join us in Altrincham to be part of a forward-thinking team dedicated to delivering outstanding client experiences while embracing modern technology.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Get your LinkedIn game on point! Make sure your profile is up-to-date and showcases your skills in financial planning administration. Engage with relevant content and connect with professionals in the industry to increase your visibility.
✨Tip Number 3
Prepare for interviews by researching the company and its values. At Fellmont Wealth, they’re all about modernising financial advice, so think about how your experience aligns with their mission and be ready to share your ideas!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in being part of the Fellmont Wealth team.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that align with the Financial Planning Administrator role. Highlight your experience in financial planning administration and any relevant systems you've worked with, as we want to see how you can contribute to our modern approach.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your genuine interest in working for a different type of financial advice firm like Fellmont Wealth. Share why you’re excited about the opportunity and how you can help us improve our systems and processes.
Showcase Your Tech Savvy:Since we’re all about adopting the latest technology, make sure to mention any tech tools or platforms you’ve used in previous roles. This will show us that you’re ready to jump into our tech-driven environment and help enhance client experiences.
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 don’t miss out on any important updates. Plus, it shows you’re keen to be part of our team from the get-go!
How to prepare for a job interview at Fellmont Wealth
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning administration. Familiarise yourself with adviser platforms, provider systems, and the end-to-end advice process. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Show Your Initiative
Fellmont Wealth is looking for someone who can influence systems and processes. Be prepared to discuss any ideas you have for improving efficiency or enhancing client experiences. This shows that you’re not just looking for a standard admin role, but are eager to contribute to the firm's growth.
✨Prepare for Client Interactions
Since you'll be speaking with clients, practice how you would handle various scenarios. Think about how to arrange meetings or gather information professionally. Demonstrating strong communication skills will be key to impressing your interviewers.
✨Ask Thoughtful Questions
Interviews are a two-way street! Prepare some insightful questions about Fellmont Wealth's approach to financial advice and their use of technology. This not only shows your interest but also helps you gauge if the company aligns with your career goals.
