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- 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
Contact Detail:
Front Row Recruitment Recruiting Team
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 the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pensions, investments, and financial planning processes. We want you to feel confident discussing these topics, as they’re crucial for the Financial Planning Administrator role.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed client review processes or maintained accurate records. This will demonstrate your ability to support a Financial Planner effectively.
✨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 are proactive about their job search.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Administrator role. Highlight your experience in the IFA sector and any relevant skills that match the job description. We want to see how you can support a Financial Planner effectively!
Showcase Your Skills: In your cover letter, showcase your skills in client servicing and administration. Mention your familiarity with back-office systems like Intelliflo, as this will show us you're ready to hit the ground running. We love seeing candidates who know their stuff!
Be Professional Yet Personable: When writing your application, strike a balance between professionalism and a friendly tone. We value communication skills highly, so let your personality shine through while keeping it appropriate for the financial sector.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, we love seeing candidates who follow our process!
How to prepare for a job interview at Front Row Recruitment
✨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 support and administration experience in the IFA sector. Think of specific examples where you've successfully managed client records or coordinated processes. This will help demonstrate your capability to handle the responsibilities outlined in the job description.
✨Communication is Key
Since the role involves liaising with clients and third parties, practice your communication skills. Be ready to explain how you ensure professional communication and deliver a high-quality client experience. You might even want to prepare a few scenarios where you’ve excelled in this area.
✨Ask Smart Questions
At the end of the interview, don’t forget to ask insightful questions about the company culture, team dynamics, and opportunities for professional development. This shows that you’re not only interested in the role but also in growing with the company.