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- Tasks: Support clients and advisers with efficient administration in a dynamic financial services team.
- Company: Join a supportive financial services firm focused on client satisfaction.
- Benefits: Negotiable salary, generous holidays, pension contributions, and study support for qualifications.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Strong admin skills, attention to detail, and previous experience in administration required.
- Other info: Office-based role with excellent career growth opportunities in Hale, Cheshire.
The predicted salary is between 28800 - 43200 £ per year.
Are you a highly organised, detail-focused administrator looking to join a supportive and professional financial services team? We are seeking a Financial Planning Administrator to provide efficient, friendly, and professional administration support to both clients and IFAs.
The Role: In this key role, you will be responsible for supporting the smooth running of our client and adviser services, including:
- Handling adhoc queries from Advisers, Clients, and Providers
- Maintaining client files and recording tasks via back-office systems
- Managing postal activity (incoming and outgoing)
- Processing new business applications (online and post)
- Loading and maintaining data on CRM systems
- Processing Letters of Authority and valuations
- Liaising with 3rd Party Providers & Paraplanners
- Preparing Client Meeting Packs, quotes, illustrations, fact sheets, and order projections
- Booking client review appointments and managing IFA diaries
- Printing and binding client suitability reports
- Administering client investment funds and constructing portfolios
- Updating IFAs and clients on the progress of new business cases
- Maintaining all client policy data and associated income expectancies
- Processing client withdrawals as required
Skills & Attributes:
- Excellent oral and written communication skills
- Strong administrative and organisational skills with high accuracy
- Proficient in keyboarding and data entry
- Attention to detail and commitment to quality
- Flexible, adaptable, and a strong team player
- Ability to build effective working relationships at all levels
Experience & Knowledge:
- Previous administration experience essential
- Financial services experience ideal
- Experience working within defined service standards, policies, and procedures
- Demonstrated commitment and longevity in previous roles
- Good knowledge of Microsoft Office
- Understanding of financial products and regulatory requirements advantageous
- Proven track record in delivering excellent client satisfaction
What We Offer:
- Salary: Negotiable, depending on experience
- Benefits: Death in Service Cover (4 x salary), 6% employer pension contribution, PHI long-term sickness cover (75% of salary)
- Holidays: 25 days + bank holidays, increasing by 1 day per year up to a maximum of 30 days
- Study support for industry-related qualifications
- Office-based role in Hale, Cheshire, working Monday to Friday, 8:30am to 5:00pm
If you are a dedicated administrator with a passion for delivering excellent client service, we would love to hear from you!
Financial Planning Administrator employer: Halecroft Recruitment
Contact Detail:
Halecroft Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector. Let them know you're on the lookout for a Financial Planning Administrator role. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its values. Tailor your responses to show how your skills align with their needs. Remember, they want someone detail-focused and organised, so highlight those traits!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family. Focus on common questions related to administration and client service. This will help you feel more confident when it’s time to shine.
✨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
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Administrator role. Highlight your previous administration experience and any relevant skills that match the job description. We want to see how you can bring your unique flair to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial services and how your skills align with what we’re looking for. Keep it friendly and professional, just like us!
Showcase Your Attention to Detail: In this role, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their best selves, so double-check everything before hitting send!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. We can’t wait to hear from you!
How to prepare for a job interview at Halecroft Recruitment
✨Know Your Stuff
Make sure you brush up on financial services terminology and the specific duties of a Financial Planning Administrator. Familiarise yourself with common client queries and how to handle them, as well as the tools and systems mentioned in the job description.
✨Showcase Your Organisation Skills
During the interview, be ready to discuss your organisational strategies. Share examples of how you've managed multiple tasks or projects simultaneously, especially in a previous administrative role. This will demonstrate your ability to thrive in a busy environment.
✨Communicate Clearly
Since excellent communication is key for this role, practice articulating your thoughts clearly and concisely. Prepare to answer questions about how you would handle client interactions and maintain professional relationships with advisers and third-party providers.
✨Ask Insightful Questions
Prepare a few thoughtful questions to ask at the end of your interview. This could include inquiries about the team dynamics, the company culture, or how success is measured in the role. It shows your genuine interest and helps you assess if the company is the right fit for you.
