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- Tasks: Support a Financial Planner by managing client records and ensuring compliance.
- Company: Established Chartered Financial Planning practice with a strong reputation.
- Benefits: Hybrid working, professional qualification support, and a generous remuneration package.
- Other info: Great long-term career development opportunities in a positive environment.
- 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.
Home based 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 Home based Financial Planning Administrator in Glasgow
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector. Let them know you're on the lookout for opportunities, and who knows? They might just have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially since they’re known for their client experience. Think about how your skills in administration and client servicing can shine through during the chat.
✨Tip Number 3
Show off your tech skills! Familiarise yourself with CRM systems like Intelliflo and be ready to discuss how you've used them in past roles. This will demonstrate your readiness to hit the ground running.
✨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 Home based Financial Planning Administrator in Glasgow
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 specific skills related to pensions, investments, and CRM systems like Intelliflo. We want to see how your background aligns with what we're looking for!
Showcase Your Communication Skills: Since delivering a high-quality client experience is key, don’t forget to showcase your communication skills in your application. Use examples that demonstrate your ability to liaise effectively with clients and third parties. We love seeing how you can make a difference!
Be Detail-Oriented: Attention to detail is crucial in this role, especially when maintaining accurate client records and ensuring compliance. Make sure your application reflects your meticulous nature—double-check for typos and ensure all information is clear and concise. We appreciate a polished application!
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy and ensures your application goes directly to us. Plus, it shows you're keen on joining our friendly team at StudySmarter!
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 mentioned in the job description, like Intelliflo, so you can confidently discuss how you've used them in past roles.
✨Showcase Your Experience
Prepare specific examples from your previous roles that highlight your support and administration experience in the IFA sector. Be ready to explain how you've maintained client records and ensured compliance in documentation, as this will demonstrate your suitability for the role.
✨Communication is Key
Since delivering a high-quality client experience is crucial, practice articulating how you communicate professionally with clients and third parties. Think of scenarios where your communication skills made a difference, and be prepared to share those stories.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions about the company culture, team dynamics, or opportunities for professional development. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.