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- Tasks: Support financial planners with client service administration and manage client queries.
- 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 in a vibrant London office with career advancement.
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.
- 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.
- 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.
- 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 Cambridge 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 Cambridge
✨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! Familiarise yourself with tools like Xplan and client management systems. If you can demonstrate your ability to use these platforms during an interview, it’ll give you a serious edge.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Financial Planning Administrator , IFA Support , Wealth Management in Cambridge
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 typos. We appreciate attention to detail, so take the time to proofread your documents 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’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at JJ SEARCH LIMITED
✨Know Your Financial Services Basics
Brush up on your knowledge of financial services administration, especially in IFA support and wealth management. Be ready to discuss your experience with client management systems and financial planning tools, as this will show you understand the role's requirements.
✨Demonstrate Your Organisational Skills
Since the role involves scheduling client meetings and managing documentation, prepare examples that showcase your organisational skills. Think about times when you successfully coordinated multiple tasks or managed a busy schedule, and be ready to share these during the interview.
✨Familiarise Yourself with Compliance
Understanding compliance and regulatory knowledge is crucial for this position. Make sure you can talk about relevant regulations and how they impact financial planning. This will demonstrate your awareness of the industry's standards and your commitment to maintaining them.
✨Prepare Questions for Them
Interviews are a two-way street, so come prepared with thoughtful questions about the company’s growth plans and team dynamics. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
