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- Tasks: Join our team to manage client financial arrangements and ensure smooth onboarding.
- Company: We're the UK's top choice for financial planning for medical professionals.
- Benefits: Enjoy hybrid work options and flexible career paths in finance.
- Why this job: Be at the heart of a supportive team with opportunities to grow into a Paraplanner or Adviser.
- Qualifications: 3+ years in a similar role; experience in financial advice is a plus.
- Other info: Training provided for CURO or Transact platform; no specific qualifications required.
The predicted salary is between 43200 - 72000 £ per year.
Senior Financial Planning Administrator
Central London / Hybrid
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 Senior Administrator to join their Client Services Team.
This role is at the heart of the company and interacts with everyone in some capacity. The Client Services Administrator coordinates and delivers key administration across the full lifecycle of client acquisition and management. Career prospects are flexible. We welcome candidates with aspirations to become a Paraplanner or Financial Adviser in the future; although this is not a pre-requisite and other career paths are supported.
Responsibilities:
Locating, extracting and collating all information regarding to 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
Send & track various DocuSign documents
Prepare forms for new and existing clients
Process applications for clients
Deal with incoming calls from client, dealing with queries directly where possible.
Greeting clients when they visit the office as part of the 'Front of House' experience.
Experience:
Minimum 3 years' experience in a similar position
Prior experience in Financial Advice profession or similar.
Experience using CURO or Transact platform is a major advantage (training is provided).
Progression in Certificate or Diploma in Financial Planning is desirable but not essential to the role.
Senior Financial Planning Administrator employer: Jenson Fisher
Contact Detail:
Jenson Fisher Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planning Administrator
✨Tip Number 1
Familiarize yourself with the financial planning landscape, especially as it pertains to medical professionals. Understanding the unique financial challenges faced by doctors and healthcare practitioners will give you an edge in interviews.
✨Tip Number 2
Network with professionals in the financial advice sector, particularly those who specialize in working with the NHS or medical professionals. This can provide valuable insights and potentially lead to referrals or recommendations.
✨Tip Number 3
Gain hands-on experience with client management systems like CURO or Transact. Even if you haven't used these platforms before, showing a willingness to learn and adapt can impress potential employers.
✨Tip Number 4
Prepare to discuss your previous administrative experiences in detail, focusing on how you've successfully managed client interactions and documentation processes. Highlighting your organizational skills will be crucial for this role.
We think you need these skills to ace Senior Financial Planning Administrator
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Senior Financial Planning Administrator position. Understand the key responsibilities and required experience, especially the importance of client interaction and document management.
Tailor Your CV: Customize your CV to highlight relevant experience in financial administration and client services. Emphasize any previous roles that involved document handling, client onboarding, or using financial platforms like CURO or Transact.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the medical sector. Mention specific experiences that align with the responsibilities listed in the job description, such as managing client documentation or supporting clients through processes.
Highlight Career Aspirations: In your application, express your career aspirations clearly. If you are interested in progressing to a Paraplanner or Financial Adviser role, mention this in your cover letter to show your long-term commitment to the field.
How to prepare for a job interview at Jenson Fisher
✨Understand the Financial Planning Landscape
Familiarize yourself with the financial planning industry, especially as it pertains to medical professionals. Knowing the specific challenges and needs of doctors regarding retirement planning will show your potential employer that you are genuinely interested in their work.
✨Demonstrate Attention to Detail
Since the role involves handling sensitive financial documents, be prepared to discuss how you ensure accuracy in your work. Share examples from your past experience where your attention to detail made a significant difference.
✨Showcase Your Client Interaction Skills
As this position requires interaction with clients, be ready to talk about your experience in client services. Highlight any instances where you successfully resolved client queries or improved their experience, emphasizing your communication skills.
✨Express Your Career Aspirations
The company values candidates who have aspirations for growth. Be open about your career goals, whether you aim to become a Paraplanner or a Financial Adviser. This shows your commitment to the field and your desire to contribute to the company's success.
