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- Tasks: Support clients and planners, ensuring smooth financial planning processes.
- Company: Finura, a people-focused financial planning firm in London.
- Benefits: Competitive salary, annual bonus, private medical cover, and flexible working.
- Why this job: Make a real impact on clients' lives through effective financial planning.
- Qualifications: Experience in financial services and strong organisational skills.
- Other info: Join a supportive team with excellent career growth opportunities.
The predicted salary is between 28000 - 42000 £ 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 involves sitting 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 include:
- 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
- 25 days holiday plus bank holidays
- Buy an additional 5 days holiday
- Charity volunteering days
- Flexible, hybrid working with time in the London office
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 employer: Finura
Contact Detail:
Finura Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work 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 approach to client relationships. They focus on people over products, so think about how you can demonstrate your ability to connect with clients and support their journey.
✨Tip Number 3
Show off your organisational skills! Be ready to discuss how you've managed multiple tasks in previous roles. Use examples that highlight your attention to detail and ability to keep everything on track.
✨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 team at Finura.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Show Your Personality: When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. Use a friendly tone and don’t be afraid to share a bit about what drives you in the financial services world.
Tailor Your Application: Make sure to tailor your application specifically for the Financial Services Administrator role. Highlight your relevant experience in client support and financial planning, and connect it back to how you can help us keep our clients feeling clear and confident.
Be Detail-Oriented: Attention to detail is key in this role, so make sure your application reflects that! Double-check for any typos or errors, and ensure that all your information is accurate and well-organised. This will show us you’re the right fit for keeping things running smoothly.
Apply Through Our Website: We encourage you to apply through our website for a seamless application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Finura
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning, pensions, and investments. Familiarise yourself with the specific services Finura offers and how they prioritise client relationships over products. This will show that you're genuinely interested in their approach.
✨Showcase Your Organisation Skills
Since the role involves juggling multiple tasks, be ready to discuss how you manage your time and keep track of various priorities. Prepare examples from your past experience where your organisational skills made a difference, especially in a client support role.
✨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 convey complex information clearly. Role-playing these scenarios can help you feel more confident.
✨Demonstrate Attention to Detail
In this role, accuracy is key. Be prepared to discuss how you ensure your work is thorough and error-free. Bring examples of how you've caught mistakes in the past or improved processes to enhance accuracy in your previous roles.
