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- Tasks: Support clients and advisers with efficient administration in a dynamic financial services team.
- Company: Join a supportive and professional financial services firm focused on client satisfaction.
- Benefits: Negotiable salary, generous holidays, pension contributions, and long-term sickness cover.
- Why this job: Be part of a team that values detail and quality while making a real impact.
- Qualifications: Strong admin skills, attention to detail, and previous experience in administration required.
- Other info: Opportunity for growth in a collaborative environment with a focus on client relationships.
The predicted salary is between 28800 - 48000 £ 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:
- 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 +
Financial Planning Administrator in London employer: Halecroft Recruitment
Contact Detail:
Halecroft Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and 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 or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common questions related to administration and client services. We recommend role-playing with a friend or using online resources to get comfortable with articulating your experience and skills.
✨Tip Number 3
Showcase your organisational skills! During interviews, share specific examples of how you've managed tasks or projects efficiently. This will demonstrate your attention to detail and ability to handle multiple responsibilities, which is key for a Financial Planning Administrator.
✨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 are proactive about their job search and genuinely interested in joining our team.
We think you need these skills to ace Financial Planning Administrator in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Administrator role. Highlight your relevant experience and skills, especially those related to administration and financial services. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for us. Mention specific experiences that relate to the job description and show your enthusiasm for joining our supportive team.
Showcase Your Attention to Detail: As a Financial Planning Administrator, 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 work right from the start!
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 about your application status directly from us!
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
Since this role requires strong administrative skills, prepare examples from your past experiences that demonstrate your ability to manage multiple tasks efficiently. Think about times when you successfully organised client files or handled complex scheduling.
✨Communicate Clearly
Practice articulating your thoughts clearly and concisely. Since excellent communication is key in this role, consider doing mock interviews with a friend or family member to refine your responses and ensure you come across as friendly and professional.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of your interview. This shows your interest in the role and helps you understand the company culture better. You might ask about the team dynamics or how they measure success in the Financial Planning Administrator position.
