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- Tasks: Provide admin support to Financial Planners and ensure client satisfaction.
- Company: Dynamic financial services firm in Maidstone with a focus on client relationships.
- Benefits: Competitive salary, private medical insurance, hybrid working, and exam support.
- Why this job: Join a supportive team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial services and strong client service ethic required.
- Other info: Enjoy a hybrid work model and excellent career development opportunities.
The predicted salary is between 36000 - 60000 £ per year.
My client is currently looking for an experienced Financial Planning Administrator to join their team in Maidstone.
The Role:
- To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients and other operational colleagues, while adhering to regulatory standards.
- To work closely with the aligned Financial Planners to deliver excellent client outcomes.
- To build relationships with clients and maintain regular contact.
- Maintain back-office systems and client records in line with the company policies.
- Request policy information from third party policy providers if applicable.
- Liaise with operational teams where support is provided on activities, e.g., scripts, transfers, corporate actions, static data changes, where applicable.
- Preparation of meeting packs and valuations (as required).
- Assist investment managers in the preparation of new business pitches and presentations.
To be successful in this role, you should have:
- Experience working in the financial services industry.
- A strong ethic of client service.
- Ability to work under pressure and to prioritise work.
- Excellent communication skills both written and verbal, influencing and organisational skills.
- Ability to use judgement and reasoning to propose solutions to problems.
As a colleague here you will have access to benefits that include:
- Competitive salary
- Full training and exam support
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working mode
- Option to purchase additional holiday
- Shared parental leave
Financial Planning Administrator in Kent employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator in Kent
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the hunt 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 researching the company and its values. Understand their approach to client service and be ready to discuss how your experience aligns with their needs. We want you to shine, so practice answering common interview questions related to financial planning and client management.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Mention something specific from the interview to remind them of your conversation and reinforce your interest in joining their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Financial Planning Administrator position. Plus, applying directly shows your commitment and makes it easier for us to keep track of your application.
We think you need these skills to ace Financial Planning Administrator in Kent
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Administrator role. Highlight your experience in the financial services industry and any relevant skills that match the job description. 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 passionate about client service and how your skills align with what we’re looking for. Keep it concise but impactful – we love a good story!
Showcase Your Communication Skills: Since excellent communication is key for this role, make sure your written application reflects that. Use clear and professional language, and don’t forget to proofread for any typos or errors. We appreciate attention to detail!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, you’ll get to explore more about our company culture while you’re at it!
How to prepare for a job interview at IDEX Consulting
✨Know Your Financial Stuff
Brush up on your knowledge of financial planning and the services offered by the company. Be ready to discuss how your experience aligns with their needs, especially in client interactions and administrative support.
✨Showcase Your Client Service Skills
Prepare examples that highlight your strong client service ethic. Think about times when you went above and beyond for a client or resolved a tricky situation. This will demonstrate your commitment to client satisfaction.
✨Practice Your Communication
Since excellent communication is key, practice articulating your thoughts clearly and confidently. You might even want to do a mock interview with a friend to refine your verbal and written skills.
✨Be Ready to Problem-Solve
Think of scenarios where you had to use judgement and reasoning to solve problems. Be prepared to discuss these during the interview, as it shows your ability to think on your feet and propose effective solutions.
