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- Tasks: Support Financial Advisors by managing customer queries and organizing annual review meetings.
- Company: Join a vibrant Independent Financial Advisory business in London with a focus on growth.
- Benefits: Enjoy extensive training, development opportunities, and full exam support.
- Why this job: Be part of a respected team that values customer service and professional growth.
- Qualifications: Experience in a similar role with strong communication and organizational skills required.
- Other info: Ideal for those looking to kickstart their career in financial planning.
The predicted salary is between 28800 - 43200 £ per year.
An opportunity has become available for a Financial Planning Administrator in London to join a growing Independent Financial Advisory business. This organisation offers a vibrant working environment, lots of training and development, and full exam support.
Your role will include but will not be limited to:
- Handle all incoming calls/emails in a professional and efficient manner
- Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner
- Record annual review dates on the back office system and monitor regularly
- Plan, book and prepare for all annual review meetings ensuring none are missed
- Work with the Financial Planner to ensure that all customers are receiving the service they are paying for and expect
- Help clients to register for, navigate and update their account
- Keep the Financial Planner & Client regularly updated on the progress of outstanding cases and dealing with any technical queries
- Collate and pre-populate New Business / Servicing forms and application packs
- Process all new business ensuring all transactions are tracked through to accurate and timely completion
- Create and update client platform account records
The ideal candidate will have:
- Previous experience of working within a similar role supporting Financial Advisors
- Strong interpersonal, communication and customer service skills
- Excellent diary management, planning and organisational skills
- Excellent accuracy and attention to detail
- Proven ability to work on own initiative
- Excellent telephone manner
- Proven high level of customer service
This is an excellent opportunity for a Financial Planning Administrator to join a well respected IFA.
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Financial Planning Administrator employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Familiarize yourself with the financial advisory industry and the specific services offered by Independent Financial Advisors. This knowledge will help you understand the role better and demonstrate your enthusiasm during the interview.
✨Tip Number 2
Practice your communication skills, especially over the phone. Since you'll be handling customer queries and managing calls, being articulate and professional is key to making a great impression.
✨Tip Number 3
Brush up on your organizational skills. Since the role involves managing diaries and planning meetings, showcasing your ability to stay organized and detail-oriented will set you apart from other candidates.
✨Tip Number 4
Network with professionals in the financial planning sector. Attend relevant events or join online forums to connect with others in the field, which can provide insights and potentially lead to referrals for the position.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Financial Planning Administrator position. Make sure you understand the key responsibilities and required skills, as this will help you tailor your application.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience you have in supporting Financial Advisors or similar roles. Use specific examples to demonstrate your strong interpersonal, communication, and customer service skills.
Showcase Your Skills: Make sure to highlight your diary management, planning, and organizational skills. Provide examples of how you've successfully managed multiple tasks or projects in the past, showcasing your attention to detail and ability to work independently.
Craft a Strong Cover Letter: Write a personalized cover letter that reflects your enthusiasm for the role and the company. Mention why you are a good fit for the Financial Planning Administrator position and how you can contribute to the team’s success.
How to prepare for a job interview at IDEX Consulting
✨Showcase Your Customer Service Skills
Since the role emphasizes strong customer service, be prepared to share specific examples of how you've effectively handled customer queries in the past. Highlight your ability to communicate clearly and professionally.
✨Demonstrate Attention to Detail
Given the importance of accuracy in this position, discuss instances where your attention to detail made a significant difference. You might want to mention how you manage records or ensure that all transactions are completed accurately.
✨Prepare for Technical Questions
As the role involves dealing with technical queries, brush up on relevant financial concepts and tools. Be ready to explain how you would assist clients with navigating their accounts or resolving any issues they may face.
✨Highlight Your Organizational Skills
The job requires excellent diary management and planning abilities. Share how you prioritize tasks and manage your time effectively, especially when preparing for meetings or handling multiple client requests.
