At a Glance
- Tasks: Support Financial Advisers and Paraplanners in delivering exceptional client service.
- Company: Join a dynamic financial planning firm with a supportive culture.
- Benefits: Study support, cycle to work scheme, and opportunities for recognition and development.
- Other info: Fast-paced environment with opportunities to learn and advance your career.
- Why this job: Make a real difference in clients' financial journeys while growing your skills.
- Qualifications: Experience in financial services administration and strong organisational skills.
The predicted salary is between 31500 - 38500 £ per year.
- Working closely with Financial Advisers and Paraplanners, you will play a key role in supporting the client journey, ensuring efficient administration and maintaining the highest standards of regulatory compliance.
- Key Responsibilities
- Processing new business applications across pensions, investments and protection products
- Managing Letters of Authority (LOAs) and obtaining information from providers
- Preparing client review packs and supporting ongoing servicing requirements
- Liaising with clients, providers, advisers and paraplanners to progress cases efficiently
- Maintaining accurate client records and updating back-office systems
- Conducting Know Your Customer (KYC) checks and ensuring client records remain up to date
- Supporting Anti-Money Laundering (AML) processes, including client verification and due diligence checks
- Assisting with fund switches, withdrawals, transfers and other client servicing activities
- Monitoring outstanding requirements and ensuring cases progress within agreed timescales
- Ensuring all administration is completed in line with FCA regulations and company compliance procedures
- What we are looking for
- Previous experience within a Financial Planning, Wealth Management or IFA environment.
- Strong understanding of financial services administration processes.
- Experience completing KYC and AML checks.
- Excellent organisational skills with strong attention to detail.
- Professional communication skills and a client-focused approach.
- Ability to manage multiple priorities in a fast-paced environment.
- Experience using financial planning back-office systems such as Intelligent Office, Xplan or similar would be advantageous.
- Knowledge of pensions, investments and protection products is desirable.
What we offer
- Study support
- Cycle to work scheme
- Supportive culture
- Recognition and development
- #J-18808-Ljbffr
Financial Planning Administrator employer: Hunter Gee Holroyd Limited
Hunter Gee Holroyd Limited is an excellent employer that prioritises employee development and well-being, offering a supportive culture where you can thrive as a Lead Payroll & Pension Specialist. With benefits like study support and a cycle-to-work scheme, you'll find ample opportunities for professional growth while contributing to a dynamic team dedicated to excellence in payroll management.
Contact Details:
Hunter Gee Holroyd Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Hunter Gee Holroyd Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Hunter Gee Holroyd Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Hunter Gee Holroyd Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Hunter Gee Holroyd Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Hunter Gee Holroyd Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Hunter Gee Holroyd Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Hunter Gee Holroyd Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
