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- Tasks: Support a Financial Planner by managing client reviews and maintaining accurate records.
- Company: Established Chartered Financial Planning practice with a strong reputation.
- Benefits: Hybrid working, professional qualification support, and a generous remuneration package.
- Other info: Great career development opportunities in a positive work environment.
- Why this job: Join a friendly team and make a real impact in financial planning.
- Qualifications: Experience in IFA sector with knowledge of pensions and investments.
Due to an internal promotion and growth my client, an established and highly regarded Chartered Financial Planning practice, currently seek 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, generous remuneration package and long term opportunity for career development.
Financial Planning Administrator in Glasgow 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 in Glasgow
✨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 hunt for a Financial Planning Administrator role. You never know who might have the inside scoop on job openings or can put in a good word 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'll likely come up when you're chatting with potential employers.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed client review processes or maintained accurate records in previous roles. This will demonstrate that you're the perfect fit for supporting a talented Financial Planner.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for roles that match your skills and experience. Plus, it shows you're serious about joining our team and ready to take the next step in your career.
We think you need these skills to ace Financial Planning Administrator in Glasgow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your background in financial planning support and any relevant admin roles you've had, especially in the IFA sector.
Showcase Your Skills: In your cover letter, emphasise your knowledge of pensions, investments, and financial planning processes. We want to see how you can bring value to our team with your expertise!
Be Professional Yet Personable: When writing your application, maintain a professional tone but don’t be afraid to let your personality shine through. We’re looking for someone who can deliver a high-quality client experience, so show us how you communicate!
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 don’t miss out on any important updates during the process.
How to prepare for a job interview at Front Row Recruitment
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of pensions, investments, and financial planning processes. Being able to discuss these topics confidently will show that you're not just familiar with the jargon but can also apply it in real-world scenarios.
✨Master the CRM Systems
Familiarise yourself with back-office systems like Intelliflo or similar. If you have experience using these platforms, be ready to share specific examples of how you've used them to manage client records and support financial advisers effectively.
✨Showcase Your Organisational Skills
Since the role involves coordinating client review processes and managing documentation, prepare to discuss how you stay organised. Bring examples of how you've successfully managed multiple tasks or projects simultaneously in previous roles.
✨Communicate Like a Pro
The job requires delivering a high-quality client experience through professional communication. Practice articulating your thoughts clearly and concisely, and think of instances where your communication skills made a difference in client interactions.