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For Companies At a Glance
- Tasks: Support financial planners and manage client communications to ensure smooth operations.
- Company: Finura Financial Services, a people-focused financial planning firm in London.
- Benefits: Competitive salary, annual bonus, private medical cover, and flexible hybrid working.
- Other info: Join a supportive team with a focus on client satisfaction and career growth.
- Why this job: Make a real impact on clients' lives by helping them achieve their financial goals.
- Qualifications: Experience in financial services, strong organisation skills, and a friendly communication style.
The predicted salary is between 35000 - 35000 £ per year.
Financial planning at Finura starts with people, not products. This role keeps that promise real for clients every day. Finura helps clients feel clear, confident and in control of their future through proper financial planning, wealth management and lifestyle modelling. Money is always a means, never the end. The focus is on understanding how clients think and feel about wealth, then building plans that support the life they want, not just the portfolio they hold. Over 90% of clients say they would recommend Finura, trust their planner and feel confident in the advice they receive. Your job is to help keep it that way.
The role
- You will sit at the heart of the client journey, supporting planners and acting as a steady point of contact for clients.
- Typical day to day work will include:
- Preparing client review packs and keeping the CRM fully up to date
- Managing LOAs, chasing providers and making sure information is complete and accurate
- Processing new business across pensions, investments and protection
- Working with lifestyle modelling outputs so paperwork and recommendations match what has been agreed with the client
- Monitoring agreed service standards and making sure nothing slips through the gaps
- Handling ad hoc client queries in a calm, clear and friendly way
You are the person who makes sure the plan on screen turns into real actions, on time and properly documented.
About you
- You will likely bring experience in an IFA, wealth management or financial planning firm in an administrative or client support role
- Confident handling provider platforms, LOAs and new business from end to end
- Solid understanding of pensions and investments, with DC schemes and transfers a bonus
- Strong organisation, task tracking and follow up, especially when juggling competing priorities
- Comfortable speaking with clients and providers, with an approachable and professional style
- High attention to detail and a natural sense of ownership for the work you deliver
If you enjoy being the person others rely on to keep things moving, you will fit in.
Package and benefits
- Salary circa £35,000 depending on experience
- Annual bonus around 10% based on personal and business performance
- Pension with strong employer contribution
- Private medical cover
- Income protection and life cover
- Heka wellbeing allowance
- Buy an additional 5 days holiday
- Flexible, hybrid working with time in the London office
How to apply
If you like the idea of working in a planning firm that cares about how clients live, not just how they invest, and you want your work to have visible impact, apply today.
Financial Services Administrator in England employer: Finura
Contact Detail:
Finura Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator in England
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those at Finura. A friendly chat can open doors and give you insights that a job description just can't.
✨Tip Number 2
Prepare for the interview by understanding Finura's values. They focus on client relationships over products, so think about how you can demonstrate your commitment to client care and support during your chat.
✨Tip Number 3
Show off your organisational skills! Be ready to discuss how you've managed multiple tasks or projects in the past. This role is all about keeping things moving smoothly, so examples will help you stand out.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining the Finura team and making a real impact.
We think you need these skills to ace Financial Services Administrator in England
Some tips for your application 🫡
Show Your Passion for Client Care: When writing your application, let us see your enthusiasm for helping clients feel clear and confident about their financial future. Share any relevant experiences that highlight your commitment to client satisfaction and support.
Be Detail-Oriented: We love candidates who pay attention to detail! Make sure your application is free from typos and errors. Highlight your organisational skills and how you manage tasks effectively, especially when juggling multiple priorities.
Tailor Your Application: Don’t just send a generic application! Take the time to tailor your CV and cover letter to reflect the specific requirements of the Financial Services Administrator role. Mention your experience with pensions, investments, and any relevant platforms you've used.
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’re considered for the role. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Finura
✨Know Your Financial Stuff
Brush up on your knowledge of pensions, investments, and financial planning. Be ready to discuss how these elements come together to support clients' lifestyles. Showing that you understand the products and services will impress the interviewers.
✨Demonstrate Your Organisational Skills
Since this role involves juggling multiple tasks, be prepared to share examples of how you've successfully managed competing priorities in the past. Highlight your attention to detail and how you ensure nothing slips through the cracks.
✨Practice Client Interactions
As you'll be the steady point of contact for clients, practice how you would handle common client queries. Use a calm and friendly tone, and think about how you can make clients feel confident and in control of their financial journey.
✨Show Your Team Spirit
This role is all about supporting planners and working as part of a team. Be ready to discuss how you've collaborated with others in previous roles. Emphasise your approachable style and willingness to help colleagues achieve their goals.