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For Companies At a Glance
- Tasks: Support financial services by managing client files and processing applications.
- Company: Join a supportive and professional financial services team in Altrincham.
- Benefits: Negotiable salary, generous holidays, pension contributions, and study support.
- Why this job: Make a real impact by delivering excellent client service in finance.
- Qualifications: Previous administration experience and strong communication skills required.
- Other info: Office-based role with opportunities for career growth and development.
The predicted salary is between 30000 - 42000 £ 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 Altrincham, Cheshire, working Monday – Friday, 8:30am – 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 in Hale employer: Halecroft Recruitment
Contact Detail:
Halecroft Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator in Hale
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry. 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. Familiarise yourself with their services and think about how your skills can contribute to their team. This will help you stand out as a candidate who truly gets what they’re about.
✨Tip Number 3
Practice your communication skills! As a Financial Planning Administrator, you'll need to handle queries from clients and advisers. Role-play common scenarios with a friend to boost your confidence and refine your responses.
✨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 that extra step to connect with us directly.
We think you need these skills to ace Financial Planning Administrator in Hale
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 financial services knowledge. 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 this role and how you can contribute to our team. Keep it friendly and professional, just like us at StudySmarter.
Show Off 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 helps us keep track of applications and ensures you get all the updates directly from us. Plus, it’s super easy!
How to prepare for a job interview at Halecroft Recruitment
✨Know Your Financial Stuff
Brush up on your knowledge of financial products and regulatory requirements. Being able to discuss these confidently will show that you’re not just an administrator, but someone who understands the industry.
✨Showcase Your Organisational Skills
Prepare examples of how you've managed multiple tasks or projects in previous roles. Highlighting your ability to maintain client files and manage diaries will resonate well with the interviewers.
✨Practice Your Communication
Since excellent oral and written communication skills are key, practice explaining complex ideas simply. You might even want to role-play handling queries from clients or advisers to demonstrate your friendly and professional approach.
✨Be Ready for Scenario Questions
Expect questions about how you would handle specific situations, like processing new business applications or liaising with third-party providers. Think through your past experiences and be ready to share how you navigated similar challenges.
