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- Tasks: Support financial planners and manage client service administration.
- Company: Respected financial planning firm with ambitious growth plans.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Why this job: Join a growing team and make a real impact in wealth management.
- Qualifications: Experience in financial services administration and strong Microsoft skills.
- Other info: Opportunity to work with a varied client base and develop your career.
The predicted salary is between 36000 - 60000 £ per year.
The Company: A well respected and professional financial planning firm with ambitious growth plans.
The Role: The Financial Planning Administrator will be a key member of the team and will be involved in all aspects of client service administration and Financial Planning support to a growing team of Financial Planners and Paraplanners. This role is based in London.
- The Financial Planning Administrator will schedule and co-ordinate client meetings and will support compliant new business submissions by completing and distributing all relevant internal and external documentation; actively managing the progress of such submissions and ensuring the CRM system is updated correctly.
- The Financial Planning Administrator will act as the primary interface for client queries from both internal and external clients together with third party providers and work with a varied client base.
- The Financial Planning Administrator will be responsible for the preparation of client review reports, issuing Financial Planning recommendation reports and processing withdrawal requests.
- Liaising with third parties regarding letters of authority; requesting policy information, fund switches and instructing transfers of stock and/or cash.
The Candidate:
- Financial Services Administration experience – ideally IFA Administration, Financial Planning, Wealth Management or Investment Management.
- Experience of Xplan - useful.
- An appreciation of compliance and regulatory knowledge.
- Experience using client management systems / financial planning tools.
- Ability to use Microsoft Word and Excel and demonstrate excellent written skills.
- Competent administration of investment and advised products.
Financial Planning Administrator , IFA Support , Wealth Management in Birmingham employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator , IFA Support , Wealth Management in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who work in IFA support or wealth management. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of compliance and regulatory standards. We all know how important these are in financial planning, so being able to discuss them confidently will set you apart from other candidates.
✨Tip Number 3
Show off your tech skills! If you've got experience with Xplan or any client management systems, make sure to highlight that in conversations. It’s a great way to demonstrate your readiness to hit the ground running in the role.
✨Tip Number 4
Don’t forget to apply through our website! We’re always looking for passionate individuals to join our team. Plus, it gives you a chance to showcase your enthusiasm for the role right from the start.
We think you need these skills to ace Financial Planning Administrator , IFA Support , Wealth Management in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Administrator role. Highlight your experience in financial services administration and any relevant skills, like using Xplan or client management systems. We want to see how you fit into our ambitious growth plans!
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 background makes you a great fit for our team. Don’t forget to mention your understanding of compliance and regulatory knowledge – it’s key for us!
Show Off Your Written Skills: Since excellent written skills are a must for this role, make sure your application is clear, concise, and free of errors. We appreciate attention to detail, so take the time to proofread everything before hitting send!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at JJ SEARCH LIMITED
✨Know Your Financial Stuff
Make sure you brush up on your financial services knowledge, especially around IFA administration and wealth management. Familiarise yourself with common terms and processes, as well as any recent changes in regulations that might affect the role.
✨Showcase Your Admin Skills
Be ready to discuss your experience with client management systems and tools like Xplan. Prepare examples of how you've successfully managed documentation and client queries in previous roles, highlighting your attention to detail and organisational skills.
✨Practice Your Communication
Since you'll be the primary interface for client queries, practice articulating your thoughts clearly and confidently. Consider role-playing common scenarios you might encounter, such as explaining a financial product or handling a client complaint.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your interest in the role and the company. You might ask about their growth plans or how they support their team in staying compliant with regulations.
