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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 potential for advancement.
- 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 - 48000 £ 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.
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Network with professionals in the financial planning industry. Attend local events or join online forums where you can connect with current Financial Planning Administrators or advisers. This can give you insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the back-office systems commonly used in financial planning. If you know which software the company uses, consider taking a short course or watching tutorials to boost your confidence and show your initiative.
✨Tip Number 3
Prepare to discuss your experience in client administration support during the interview. Think of specific examples where you've successfully managed client relationships or resolved issues, as this will demonstrate your capability in the role.
✨Tip Number 4
Research the company’s growth plans and values. Understanding their mission and how they plan to expand can help you tailor your conversation during interviews, showing that you're genuinely interested in being part of their journey.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Financial Planning Administrator. Familiarise yourself with the key duties mentioned in the job description, such as client administration support and liaising with providers.
Tailor Your CV: Customise your CV to highlight relevant experience in providing administrative support to financial advisors. Emphasise your skills in processing new business, maintaining back-office systems, and any experience with financial products.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific experiences that align with the job requirements, such as your ability to manage client communications and your attention to detail in preparing reports.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise. A polished application reflects your professionalism and attention to detail.
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 not only help you answer questions confidently but also demonstrate your expertise to the interviewers.
✨Showcase Your Administrative Skills
Be prepared to discuss your previous experience in providing administrative support to financial advisors. Highlight specific examples where you successfully managed client administration tasks or improved processes.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Think about how you would handle situations like chasing outstanding remuneration or liaising with clients and providers, and be ready to share your thought process.
✨Demonstrate Your Team Spirit
Since this role involves working closely with a team, emphasise your ability to collaborate effectively. Share examples of how you've contributed to team success in past roles, showing that you're a team player who can support the wider team.
