At a Glance
- Tasks: Support clients with financial queries and manage essential administrative tasks.
- Company: A growing financial planning firm with a focus on client service.
- Benefits: Competitive salary, 25 days holiday, study support, and clear career progression.
- Other info: Opportunities for professional growth and development within the company.
- 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 36000 - 60000 £ per year.
A well-established and growing financial planning firm is seeking an experienced Financial Administrator to join its team due to continued expansion. 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 employer: Grove Talent Solutions
Join a well-established and growing financial planning firm in Ashbourne, where you will be an integral part of a supportive team dedicated to delivering exceptional service. With a strong emphasis on professional development, the company offers training support for industry qualifications, generous holiday allowances, and clear pathways for career progression into Paraplanner and Adviser roles. Experience a collaborative work culture that values communication and prioritises employee well-being, making it an excellent place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Admnistrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry. Let them know you're on the lookout for opportunities, and who knows? They might just have the inside scoop on openings that aren't even advertised yet.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and think about how your experience aligns with their needs. Practise common interview questions, especially around client communication and administration tasks, so you can showcase your skills confidently.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you stand out. Plus, applying directly can sometimes give you a leg up over other candidates. So, get your application in and let’s make it happen!
We think you need these skills to ace Financial Planning Admnistrator
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 administration 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 good story!
Showcase Your Communication Skills:Since this role involves liaising with clients and internal stakeholders, 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 connect with people effectively.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you're keen to join our team!
How to prepare for a job interview at Grove Talent Solutions
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of pensions, investments, and protection products. Being able to discuss these topics confidently will show that you're not just familiar with the role but also passionate about it.
✨Showcase Your Communication Skills
Since this role involves liaising with clients and internal stakeholders, practice articulating your thoughts clearly. You might want to prepare examples of how you've effectively communicated in previous roles, especially when handling client queries.
✨Demonstrate Organisational Skills
Be ready to talk about how you manage your workload and prioritise tasks. Think of specific instances where you successfully juggled multiple responsibilities, as this will highlight your ability to thrive in a busy environment.
✨Familiarise Yourself with Company Tools
If you have experience with Intelligent Office or similar platforms, mention it! If not, do a bit of research to understand how they work. Showing that you're proactive about learning new tools can set you apart from other candidates.
