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- Tasks: Support Financial Planners with client service and administration tasks.
- Company: Dynamic wealth management firm based in Cambridge.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Join a growing team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial services administration and strong communication skills.
- Other info: Opportunity for career growth in a fast-paced industry.
The predicted salary is between 36000 - 60000 £ per year.
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 Cambridge.
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, 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, Cambridge
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who work in IFA 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 want you to shine when discussing your experience with client management systems and financial planning tools. Show them you know your stuff!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can keep you fresh in their minds and show your enthusiasm for the role. Plus, it’s a great chance to reiterate why you’re the perfect fit for their team.
✨Tip Number 4
Apply through our website for the best chance at landing that Financial Planning Administrator role. We’ve got all the resources you need to make your application stand out, so let’s get you started on this exciting journey!
We think you need these skills to ace Financial Planning Administrator , IFA Support , Wealth Management, 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 your background fits with what we do!
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 you can contribute to our team. Keep it concise but engaging – we love a good story that connects your experience to the role.
Show Off Your Written Skills: Since excellent written skills are key for this role, make sure your application is clear and free of typos. Use professional language but keep it friendly – we appreciate a personal touch! Remember, this is your first impression.
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 get all the updates directly from us. Plus, it shows you're keen on joining our team!
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 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 and coordinating client meetings, be prepared to share examples of how you've successfully managed multiple tasks or projects in the past. Highlight your ability to keep things organised and efficient, which is crucial for this position.
✨Familiarise Yourself with Compliance
Understanding compliance and regulatory knowledge is key for this role. Make sure you can talk about any relevant experience you have in this area, and be ready to discuss how you ensure adherence to regulations in your previous roles.
✨Showcase Your Communication Skills
As the primary interface for client queries, strong communication skills are essential. Prepare to demonstrate your written and verbal communication abilities, perhaps by discussing how you've handled client interactions or resolved issues in the past.
