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- Tasks: Coordinate client reviews, manage records, and support financial advisers in delivering advice.
- 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 work environment.
- Why this job: Join a friendly team and grow your career in the financial planning sector.
- Qualifications: Experience in financial administration 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.
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 in Milton 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 Milton
✨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 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 but also in spirit!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to boost your confidence. Focus on articulating your experience with back-office 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 in Milton
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!
Be Professional: Remember, this is a professional environment. Use clear and concise language in your application, and make sure to proofread for any typos or errors. We appreciate attention to detail!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
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 interested in the role but also prepared to hit the ground running.
✨Showcase Your Experience
Be ready to discuss your previous support and administration experience in the IFA sector. Prepare examples of how you've managed client review processes or liaised with third parties. This will help demonstrate your capability to handle the responsibilities outlined in the job description.
✨Communication is Key
Since delivering a high-quality client experience is crucial, practice your communication skills. Think about how you can convey complex information clearly and professionally. You might even want to role-play some scenarios with a friend to get comfortable.
✨Ask Smart Questions
Prepare thoughtful questions to ask during the interview. Inquire about the team dynamics, the tools they use for client management, or how they support professional development. This shows your genuine interest in the role and helps you assess if it's the right fit for you.