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- Tasks: Support financial planners by coordinating client meetings and managing documentation.
- Company: Respected financial planning firm with ambitious growth plans.
- Benefits: Gain valuable experience in a dynamic industry with potential for career advancement.
- Why this job: Be a key player in helping clients achieve their financial goals.
- Qualifications: Experience in financial services administration and proficiency in Microsoft Office.
- Other info: Join a collaborative team in a vibrant London office.
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 Crawley 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 Crawley
✨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 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. Mention something specific from your conversation to show you were engaged and are genuinely interested in the role.
✨Tip Number 4
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 Crawley
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 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 you can contribute to our team. Be sure to mention your understanding of compliance and regulatory knowledge, as this is key for us.
Showcase Your Communication Skills: Since you'll be the primary interface for client queries, it's essential to demonstrate your excellent written skills. Make sure your application is clear, concise, and free of errors. We love attention to detail, so show us what you've got!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive and keen to join 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 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 and its requirements.
✨Demonstrate Your Organisational Skills
Since the role involves scheduling client meetings and managing documentation, prepare examples that showcase your organisational abilities. Talk about how you've successfully coordinated tasks in previous roles, and be specific about the tools you used, like CRM systems or Microsoft Excel.
✨Showcase Your Communication Skills
As the primary interface for client queries, strong communication is key. Prepare to discuss how you've handled client interactions in the past, particularly any challenging situations. Highlight your written skills by mentioning any reports or documentation you've prepared.
✨Understand Compliance and Regulatory Knowledge
Familiarise yourself with compliance and regulatory aspects relevant to financial planning. Be ready to discuss how you've ensured compliance in your previous roles, and if you have experience with Xplan, make sure to mention it as it could set you apart from other candidates.