At a Glance
- Tasks: Support Financial Advisers in delivering exceptional client service and managing administration processes.
- Company: Respected independent financial advice firm in Hertford with a supportive culture.
- Benefits: Competitive salary, professional development, pension, and holiday benefits.
- Other info: Opportunity for long-term career growth in a collaborative environment.
- Why this job: Join a growing team and take your career to the next level in financial planning.
- Qualifications: Experience in financial planning administration and strong organisational skills.
The predicted salary is between 33000 - 37000 £ per year.
A well-established and highly regarded Independent Financial Adviser based in Hertford is seeking an experienced Senior Financial Planning Administrator to join their growing team. This is an excellent opportunity for a career administrator looking to take the next step within a professional and supportive environment where client service is at the heart of everything they do.
The Opportunity
Working closely with Financial Advisers and Paraplanners, you will play a key role in ensuring the efficient delivery of advice and outstanding client service. You will be responsible for managing the administration process from initial application through to completion, while helping to maintain high standards across the business.
Key Responsibilities
- Processing new business across pensions, investments and protection
- Managing provider and platform correspondence
- Preparing client review documentation and meeting packs
- Maintaining accurate client records and updating the CRM system
- Monitoring and progressing cases through to completion
- Liaising with clients, providers and advisers to resolve queries
- Supporting ongoing client servicing and review processes
- Assisting with workflow management and process improvements
- Providing guidance and support to less experienced administrators where required
Candidate Requirements
The successful candidate will possess:
- Previous experience within an IFA, Wealth Management or Financial Planning environment
- Strong knowledge of pensions, investments and financial planning administration
- Excellent organisational skills and attention to detail
- Strong communication and client service skills
- The ability to manage multiple priorities and deadlines effectively
- A proactive and professional approach to work
Desirable
- Experience in a senior administrative capacity
- Knowledge of Intelligent Office, Xplan or similar back-office systems
- Progress towards industry qualifications would be advantageous
What's on Offer
- Salary circa GBP35,000
- Opportunity to join a respected independent advice firm
- Supportive and collaborative working environment
- Long-term career development opportunities
- Professional development and training support
- Pension and holiday benefits
This position would suit an experienced Financial Planning Administrator seeking greater responsibility within a stable and growing independent financial planning practice. For a confidential discussion, please contact Sam at Financial Divisions.
Financial Planning Administrator - Wealth Management Hertford, circa employer: Financial Divisions
Join a well-established Independent Financial Adviser in Hertford, where you will thrive in a supportive and collaborative environment dedicated to exceptional client service. With opportunities for professional development and long-term career growth, this role is perfect for those looking to advance their careers while contributing to a respected firm that values its employees and fosters a culture of teamwork and excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator - Wealth Management Hertford, circa
✨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 Financial Divisions. 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 Financial Planning Administrator - Wealth Management Hertford, circa
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 Financial Divisions.
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 Financial Divisions'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 Financial Divisions
✨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 Financial Divisions.
✨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 Financial Divisions 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 Financial Divisions 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.
