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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 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.
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 Paisley 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 Paisley
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by practising common questions related to financial planning. Think about how your experience aligns with the responsibilities listed in the job description. We want you to shine when it comes to showcasing your skills!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds.
✨Tip Number 4
Don’t forget to check our website for the latest job openings! Applying directly through us not only gives you a better chance but also helps you stay updated on new opportunities in the financial planning field.
We think you need these skills to ace Financial Planning Administrator in Paisley
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 our talented Financial Planner!
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, communication is key! Use a professional tone in your application but don’t be afraid to let your personality shine through. We’re looking for someone who can deliver a high-quality client experience.
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 ability to deliver a high-quality client experience.
✨Ask Smart Questions
Prepare thoughtful questions about the company culture, team dynamics, and the specific challenges the Financial Planner faces. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
✨Practice Professional Communication
Since communication is key in this role, practice articulating your thoughts clearly and professionally. You might even want to do a mock interview with a friend to get comfortable discussing your skills and experiences in a confident manner.