Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial planners by managing client documentation and ensuring smooth onboarding.
- Company: Specialist organisation known for exceptional financial planning for medical professionals.
- Benefits: Competitive salary, hybrid working, and opportunities for career progression.
- Why this job: Join a supportive team and kickstart your career in financial planning.
- Qualifications: Strong organisational skills and attention to detail are essential.
- Other info: Great entry point into the financial planning industry with mentorship opportunities.
The predicted salary is between 32000 - 44000 £ per year.
My client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency. They are widely referred to as the ‘go-to’ company for retirement planning for doctors across the UK. They provide impartial advice whether you work within the NHS, private sector, independent sector or a combination of all three.
They are now looking for a Client Service Administrator to join their Client Services Team.
Overall purpose of role
The Client Services team provides essential administrative support to the Assistant Financial Planners (Paraplanners), however this role is at the heart of the company and will likely interact with everyone in some capacity. This is a coordination and administration role, involved in the full lifecycle of client acquisition and management. It is also often an entry route into a role as an Assistant Financial Planner (Paraplanner); although this is not a pre-requisite, it is a known and supported career path through the organisation.
Client Acquisition
- Locating, extracting and collating all information regarding financial arrangements from third parties and providers, accurately and quickly.
- Make sure all documentation is complete and up to date, including engagement documents, applications forms and anti-money laundering documents.
- Dealing with incoming documentation.
- Making sure client monies are received and properly processed.
- Support clients to use the client portal.
- Make sure the client onboarding process is painless.
- Prepare meeting packs.
Financial Planning Administrator employer: Jenson Fisher
Contact Detail:
Jenson Fisher Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial planning sector, especially those who work with medical professionals. Use platforms like LinkedIn to connect and engage with them; you never know who might have a lead on your dream job!
✨Tip Number 2
Prepare for interviews by researching the company inside out. Understand their values, mission, and the specific needs of their clients. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common questions. Focus on articulating how your skills align with the role of a Client Service Administrator and how you can contribute to their success.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Good luck!
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Administrator role. Highlight any relevant experience in client service or financial administration, and don’t forget to showcase your organisational skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how your skills align with our mission at StudySmarter. Keep it concise but engaging!
Showcase Your Attention to Detail: In this role, attention to detail is key. Make sure your application is free from typos and errors. Double-check all your documents before submitting them through our website!
Be Yourself: We want to get to know the real you! Don’t be afraid to let your personality shine through in your application. Authenticity goes a long way in making a great first impression.
How to prepare for a job interview at Jenson Fisher
✨Know Your Financial Stuff
Brush up on your knowledge of financial planning, especially as it relates to medical professionals. Understand the basics of NHS pensions and retirement planning, as this will show your potential employer that you’re genuinely interested in the role and the industry.
✨Showcase Your Admin Skills
Since this role is all about coordination and administration, be ready to discuss your previous experience with administrative tasks. Prepare examples of how you've successfully managed documentation, client communications, or any systems you've used to keep things organised.
✨Demonstrate Client-Centric Attitude
This position involves a lot of client interaction, so highlight your customer service skills. Think of specific instances where you’ve gone above and beyond for a client or resolved a tricky situation. This will help illustrate your ability to support clients effectively.
✨Prepare Questions About the Role
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and what success looks like in this role. This not only shows your interest but also helps you determine if this is the right fit for you.
