At a Glance
- Tasks: Support clients with financial queries and manage essential admin tasks.
- Company: Reputable financial planning firm with a focus on growth and client service.
- Benefits: Competitive salary, 25 days holiday, study support, and clear career progression.
- Other info: Opportunities for professional development and a supportive work environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial planning and strong communication skills required.
The predicted salary is between 30000 - 40000 € per year.
A modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their expanding team. This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers. The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders.
Responsibilities
- Processing new business applications
- Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs
- Arranging client meetings and managing Advisers' diaries
- Completing portfolio illustration requests
- Providing comprehensive back-office support
- Ensuring all financial planning administration is completed in line with company procedures
- Corresponding with clients in both written and verbal formats
- Maintaining accurate, compliant, and well-presented client records on company systems
Key Requirements
- Previous experience working within a Financial Planning firm (essential)
- CII Level 3 qualification in Financial Administration preferred (training support available)
- Working knowledge of Intelligent Office (IO) and platform experience would be advantageous
- Strong ability to manage and prioritise workloads effectively
- Excellent communication, planning, and organisational skills
- Strong analytical and problem-solving abilities
Benefits
- Professional industry exams and study supported
- 25 days' holiday and ability to purchase more holiday (excluding bank holidays)
- Annual salary reviews
- Birthday day off
- Life assurance and pension
- Clear progression opportunities to Paraplanner and Adviser roles, if desired
Financial Planning Admnistrator in England employer: Grove Talent Solutions
Join a modern and growing financial planning firm in Ashbourne, where you will be part of a supportive team that values your contributions and offers clear pathways for career progression. With benefits like professional exam support, generous holiday allowances, and a focus on employee well-being, this company fosters a collaborative work culture that prioritises both personal and professional growth.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Admnistrator in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you to a hiring manager.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to client service and be ready to discuss how your experience aligns with their needs. This shows you're genuinely interested and can hit the ground running.
✨Tip Number 3
Practice your communication skills! Since this role involves liaising with clients and providers, being articulate and confident is key. Consider mock interviews with friends or family to polish your delivery.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications directly from candidates who are excited about joining our team. Plus, it gives us a chance to see your enthusiasm right from the start!
We think you need these skills to ace Financial Planning Admnistrator in England
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planning Administrator role. Highlight your experience in financial planning and any relevant qualifications, like your CII Level 3. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our team. Keep it concise but engaging – we love a bit of personality!
Showcase Your Communication Skills:Since this role involves liaising with clients and product providers, make sure to demonstrate your excellent communication skills in your application. Whether it's through your writing style or examples of past experiences, let us know you can handle client queries with ease.
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. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Grove Talent Solutions
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning, especially around pensions, investments, and protection products. Familiarise yourself with the company’s services and any recent news about them. This will show that you're genuinely interested and prepared.
✨Showcase Your Experience
Be ready to discuss your previous experience in a financial planning firm. Highlight specific examples where you've successfully managed client queries or supported advisers. Use the STAR method (Situation, Task, Action, Result) to structure your answers effectively.
✨Communication is Key
Since this role involves liaising with clients and internal stakeholders, demonstrate your communication skills during the interview. Practice clear and concise responses, and don’t hesitate to ask clarifying questions if needed. This shows you’re engaged and keen to understand.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This could be about the team dynamics, the company culture, or opportunities for professional development. It shows that you’re proactive and serious about the role.
