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For Companies At a Glance
- Tasks: Support financial advisors with client administration and processing new business.
- Company: Join a growing IFA in Swanley focused on career development and inclusion.
- Benefits: Enjoy hybrid work, competitive salary, and exciting growth opportunities.
- Why this job: Be part of a dynamic team with a strong culture and impactful work.
- Qualifications: Experience in administrative support for regulated financial advisors is essential.
- Other info: IDEX values diversity and inclusion, fostering an authentic workplace for all.
The predicted salary is between 28800 - 43200 £ per year.
A growing IFA are looking to add an experienced Financial Planning Administrator to their team in Swanley. This hybrid position offers a varied and challenging role, lots of career development and progress into paraplanning, advising and other areas of the business.
Main duties:
- Working closely with the Adviser Support Operations Manager and established team of Administrators to provide an integral function to the wider team
- Client Administration Support and Servicing
- Processing and chasing new business
- Illustrations and projections
- Valuations
- Assist with the daily telephone answering within the team
- Accurately update and maintain information on the back-office system
- Liaising with providers to obtain fund values/unit prices/transaction statements
- Preparation of enclosure documents for suitability reports
- Liaising with clients and providers
- Raise invoices where required, and ensure all remuneration records are correct
- Actively chasing Providers and Clients where remuneration is outstanding
To apply you must have experience providing direct administrative support to regulated financial advisors across the full product range. There are loads of career opportunities, strong salary and benefits and the opportunity to be a part of extremely exciting growth plans for the business.
Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Financial Planning Administrator employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Familiarise yourself with the specific software and back-office systems commonly used in financial planning. Being able to demonstrate your proficiency in these tools during the interview can set you apart from other candidates.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who work in administrative roles. Attend relevant events or join online forums to gain insights and potentially get referrals that could help you land the job.
✨Tip Number 3
Prepare to discuss your experience in client administration support and how you've successfully managed relationships with both clients and providers. Real-life examples will showcase your skills effectively.
✨Tip Number 4
Research the company’s growth plans and values, particularly their commitment to diversity, equity, and inclusion. Showing that you align with their mission can make a positive impression during your interview.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the key responsibilities and required skills for the Financial Planning Administrator position. Tailor your application to highlight relevant experience in client administration support and servicing.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience providing administrative support to regulated financial advisors. Include specific examples of tasks you've handled that align with the duties mentioned in the job description.
Showcase Your Skills: Make sure to showcase skills that are crucial for this role, such as attention to detail, communication abilities, and proficiency in back-office systems. Use bullet points to make these skills stand out in your application.
Craft a Compelling Cover Letter: Write a personalised cover letter that explains why you are interested in the position and how your background makes you a suitable candidate. Mention your enthusiasm for career development opportunities within the company.
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Financial Products
Make sure you have a solid understanding of the full range of financial products. This knowledge will help you answer questions confidently and demonstrate your expertise in supporting financial advisors.
✨Showcase Your Administrative Skills
Be prepared to discuss your experience with client administration support and servicing. Highlight specific examples where you've successfully managed tasks like processing new business or maintaining back-office systems.
✨Demonstrate Communication Skills
Since the role involves liaising with clients and providers, practice articulating your thoughts clearly. Be ready to provide examples of how you've effectively communicated in previous roles, especially in resolving issues or chasing outstanding remuneration.
✨Express Your Career Aspirations
This position offers opportunities for career development into paraplanning and advising. Share your long-term goals and how this role aligns with your aspirations, showing that you're committed to growing within the company.
