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- Tasks: Support a Financial Planner and manage client records in a dynamic environment.
- Company: Established Chartered Financial Planning practice with a strong reputation.
- Benefits: Hybrid working, professional qualifications support, and a generous remuneration package.
- Other info: Great long-term career development opportunities await you.
- Why this job: Join a friendly team and make a real impact in financial planning.
- Qualifications: Experience in IFA sector and knowledge of pensions and investments required.
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.
- 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.
- Liaise with pension providers, platforms, and third parties to obtain updates and information.
- Maintain and update CRM systems (e.g. assist with platform administration, including transfers and investments).
- 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 home and office working 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 home and office working 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 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 key to impressing potential employers in this field.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've maintained accurate client records and managed back-office systems. This will highlight your experience and make you stand out as a candidate.
✨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 with us directly.
We think you need these skills to ace Financial Planning Administrator home and office working in Glasgow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in the IFA sector and showcases your skills in financial planning support. We want to see how your background aligns with what we're looking for, so don’t be shy about emphasising relevant roles!
Showcase Your Skills: In your cover letter, let us know about your knowledge of pensions, investments, and financial planning processes. We love seeing candidates who can demonstrate their understanding of these areas, so give us the details!
Be Professional: Since this role involves delivering a high-quality client experience, make sure your application reflects that professionalism. Use clear language, check for typos, and keep it organised – we appreciate attention to detail!
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 this exciting opportunity. Plus, it’s super easy!
How to prepare for a job interview at Front Row Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and financial planning processes. Familiarise yourself with the back-office systems like Intelliflo, as being able to discuss these confidently will show that you're ready to hit the ground running.
✨Showcase Your Experience
Prepare specific examples from your previous roles where you've provided financial planning support or client servicing. Highlight how your administration experience in the IFA sector has equipped you to handle the responsibilities of this role effectively.
✨Communication is Key
Since delivering a high-quality client experience is crucial, practice articulating how you maintain professional communication. Think of scenarios where you've successfully liaised with third parties or managed client expectations, and be ready to share those stories.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the team dynamics, the tools they use for CRM, or how they support professional development. This shows your genuine interest in the role and helps you gauge if it’s the right fit for you.