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- Tasks: Support financial planners by managing client meetings and documentation.
- 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.
- 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 Edinburgh 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 Edinburgh
✨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! We’ve got loads of opportunities waiting for you, and applying directly shows your enthusiasm for joining our team. Plus, it’s super easy to navigate!
We think you need these skills to ace Financial Planning Administrator , IFA Support , Wealth Management in Edinburgh
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 that match the job description. We want to see how you can bring value to our team!
Showcase Your Skills: In your cover letter, showcase your written communication skills and your familiarity with client management systems. Mention any experience with Xplan or similar tools, as this will definitely catch our eye. We love seeing candidates who can hit the ground running!
Be Clear and Concise: When filling out your application, be clear and concise. Use bullet points where possible to make it easy for us to read through your qualifications and experiences. We appreciate a well-structured application that gets straight to the point!
Apply Through Our Website: Don’t forget to apply 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 us you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at JJ SEARCH LIMITED
✨Know Your Financial Stuff
Brush up on your financial services knowledge, especially around IFA administration and wealth management. Be ready to discuss your experience with client management systems and any specific tools like Xplan. This shows you’re not just familiar with the role but also passionate about the industry.
✨Showcase Your Admin Skills
Prepare examples of how you've successfully managed client queries and documentation in previous roles. Highlight your organisational skills and attention to detail, as these are crucial for a Financial Planning Administrator. Think of specific instances where you streamlined processes or improved client satisfaction.
✨Get Familiar with Compliance
Since compliance is key in this role, make sure you understand the basics of regulatory requirements in financial planning. You might be asked about how you’ve handled compliance issues in the past, so have a couple of scenarios ready to discuss.
✨Practice Your Communication Skills
As the primary interface for client queries, strong communication is essential. Practice articulating your thoughts clearly and concisely. Consider doing mock interviews with a friend or using online resources to refine your responses, especially focusing on how you would handle difficult client interactions.
