At a Glance
- Tasks: Be the go-to person for client queries on pensions and investments.
- Company: Join a modern financial planning firm with a stellar reputation.
- Benefits: Enjoy 25 days holiday, life assurance, and support for professional exams.
- Other info: Great opportunities for career development towards Paraplanning.
- Why this job: Make a real difference in clients' financial journeys while growing your career.
- Qualifications: Experience in financial planning and strong communication skills are essential.
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 in Rotherham. 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
- Life assurance
- Company Pension
- Opportunity to develop towards Paraplanning if desired
Financial Planning Administrator in Rotherham employer: Grove Talent Solutions
Join a modern and reputable financial planning firm in Rotherham, where you will be valued as a key point of contact for clients and enjoy a supportive work culture that prioritises professional growth. With benefits such as comprehensive training for industry qualifications, generous holiday allowances, and opportunities to advance towards Paraplanning, this role offers a rewarding career path in a collaborative environment focused on delivering exceptional service.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator in Rotherham
✨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. Make sure you can articulate how your experience aligns with their needs, especially in areas like client communication and back-office support. We want to see that you’re genuinely interested!
✨Tip Number 3
Practice your responses to common interview questions, but keep it natural. Focus on showcasing your problem-solving skills and ability to manage workloads effectively. We love candidates who can think on their feet!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals who are ready to make a difference in financial planning.
We think you need these skills to ace Financial Planning Administrator in Rotherham
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 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!
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 you’re keen on joining 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, practice clear and concise communication. Prepare for questions that assess your ability to handle client correspondence and how you manage different communication styles.
✨Demonstrate Your Organisational Skills
The job requires strong planning and organisational skills, so be prepared to discuss how you prioritise tasks and manage workloads. You might want to share examples of how you've successfully juggled multiple responsibilities in past roles.
