At a Glance
- Tasks: Coordinate client reviews, manage records, and support financial advice delivery.
- Company: Established Chartered Financial Planning practice with a strong reputation.
- Benefits: Hybrid working, professional qualification support, and a generous remuneration package.
- Other info: Great opportunity for long-term career development in a positive environment.
- Why this job: Join a friendly team and grow your career in financial planning.
- Qualifications: Experience in IFA administration and knowledge of financial planning processes.
The predicted salary is between 30000 - 40000 £ per year.
Due to an internal promotion and growth, my client, an established and highly regarded Chartered Financial Planning practice, currently seeks an experienced Financial Planning Administrator to support a talented Financial Planner on a one-to-one basis who primarily operates in the HNW field.
Key Responsibilities
- Coordinate and manage client review processes, including scheduling, documentation gathering, and preparation.
- Maintain accurate and up-to-date client records and financial information within back-office systems.
- Support the adviser with the delivery of regulated financial advice, ensuring documentation is complete and compliant.
- Manage new business processing, proactively progressing cases and chasing providers.
- Liaise with pension providers, platforms, and third parties to obtain updates and information.
- Support activities such as letters of authority, fund switches, top-ups, withdrawals, and ongoing servicing.
- Maintain and update CRM systems (e.g. Intelliflo or similar) accurately.
- Assist with platform administration, including transfers and investments.
- Act as a central coordination point between clients, advisers, and internal teams.
- Deliver a high-quality client experience through professional communication and organisation.
Applicants must possess support/administration experience from the IFA sector with proven experience providing financial planning support, client servicing, and administration. You will possess solid knowledge of pensions, investments, and financial planning processes along with experience of using back office/CRM systems such as Intelliflo. In return, you will be rewarded with a friendly and positive working environment, hybrid working, support towards professional qualifications, a generous remuneration package, and long-term opportunity for career development.
Financial Planning Administrator employer: Front Row Recruitment Ltd
Front Row Recruitment Ltd is an excellent employer, providing a supportive work environment where experienced Senior Pension Administrators can thrive. With opportunities for professional qualifications, generous benefits including bonuses and healthcare, and a culture that values mentorship and compliance, this role in the UK offers meaningful and rewarding employment for those looking to advance their careers.
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 sector 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
Prepare for interviews by researching the company and its values. Tailor your responses to show how your experience aligns with their needs, especially in client servicing and administration. We want to see that you’re not just a fit on paper!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to boost your confidence. Focus on articulating your experience with CRM systems and financial planning processes clearly and concisely.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
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 mentioned in the job description. Highlight your support and administration experience in the IFA sector, as well as your knowledge of pensions and investments. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Financial Planning Administrator role. Share specific examples of how you've supported financial planners in the past and how you can contribute to our friendly and positive working environment.
Showcase Your Attention to Detail:In this role, accuracy is key! Make sure your application is free from typos and errors. We appreciate candidates who take the time to ensure their documents are polished and professional, reflecting the high-quality client experience we aim to deliver.
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 us that you’re proactive and keen to join our team!
How to prepare for a job interview at Front Row Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning, pensions, and investments. Familiarise yourself with the specific back-office systems mentioned in the job description, like Intelliflo. This will show that you're not just a good fit for the role but also genuinely interested in the field.
✨Showcase Your Experience
Prepare to discuss your previous experience in the IFA sector. Be ready to share specific examples of how you've supported financial planners or managed client records. Highlight any instances where you’ve improved processes or enhanced client experiences, as this will demonstrate your value.
✨Communication is Key
Since the role involves liaising with clients and third parties, practice your communication skills. Think about how you can convey complex information clearly and professionally. You might even want to prepare a few scenarios where you successfully handled client queries or issues.
✨Ask Smart Questions
At the end of the interview, don’t forget to ask insightful questions. Inquire about the team dynamics, the tools they use for client management, or how they measure success in the role. This shows your enthusiasm and helps you gauge if the company is the right fit for you.
