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- Tasks: Support Financial Advisors with admin tasks in Wealth Management.
- Company: Join a leading Investment Management firm serving high net worth clients.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and learning.
- Why this job: Be part of a team making a real impact in clients' financial futures.
- Qualifications: Experience in financial planning or client services is essential.
- Other info: Knowledge of Xplan and strong Microsoft skills are a plus.
The predicted salary is between 36000 - 60000 £ per year.
A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth Individuals.
This is an exciting opportunity for an individual to be part of a team performing various administrative support tasks in a Wealth Management environment. The Financial Planning Administrator will have financial planning / IFA client services experience and will provide a high level of support to a team of Financial Advisors.
The Financial Planning Administrator will liaise and communicate successfully with external clients, internal key stakeholders, Insurance Companies and External Platform Providers, Investment Managers. They will provide support to assist the Financial Planning Team in reaching new business and provide support to the relevant Financial Adviser or Wealth Consultant in detailed research (quotes, product selection and existing product review) in preparation of recommendations/review reports.
Responsibilities include:
- Process new business including submission, follow up of medicals if required, income management and distributing policy documents to clients.
- Perform CRM database administration and assist with diary management, preparation of valuations, compliance documents and application packs.
The Candidate:
- Financial Planning Client Administration experience - either from financial planning, wealth management, investment management background.
- Good knowledge of financial planning, such as products like pensions and investments - ability to deal with product providers and platforms.
- Knowledge of Xplan - would be beneficial.
- Strong time management skills and able to meet deadlines.
- Numerate and educated to A Level standard.
- Knowledge of Advanced Microsoft Word/Excel/Outlook, with CRM database experience (Intelliflo, or similar).
Financial Planning Administrator , Xplan , Client Services , Wealth Management 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 , Xplan , Client Services , Wealth Management
✨Tip Number 1
Familiarise yourself with Xplan and other CRM systems commonly used in financial planning. This knowledge will not only help you stand out but also demonstrate your readiness to hit the ground running.
✨Tip Number 2
Network with professionals in the wealth management sector. Attend industry events or join online forums to connect with individuals who can provide insights or even refer you to opportunities within their firms.
✨Tip Number 3
Brush up on your knowledge of financial products, especially pensions and investments. Being able to discuss these topics confidently during interviews will show your commitment and understanding of the role.
✨Tip Number 4
Prepare for potential interview questions by practising how you would handle specific scenarios related to client communication and administrative tasks. This will help you articulate your experience effectively and demonstrate your problem-solving skills.
We think you need these skills to ace Financial Planning Administrator , Xplan , Client Services , Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and client services. Emphasise any relevant roles you've held, particularly those involving administrative support in wealth management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your familiarity with Xplan and your ability to liaise with clients and stakeholders effectively.
Highlight Relevant Skills: In your application, focus on your time management skills and proficiency in Microsoft Office, especially Excel and Word. Provide examples of how you've used these skills in previous roles.
Showcase Your Knowledge: Demonstrate your knowledge of financial products like pensions and investments. You could include specific examples of how you've dealt with product providers or platforms in your past experiences.
How to prepare for a job interview at JJ SEARCH LIMITED
✨Showcase Your Financial Knowledge
Make sure to brush up on your knowledge of financial planning products, especially pensions and investments. Be prepared to discuss how these products work and how they can benefit clients, as this will demonstrate your expertise in the field.
✨Familiarise Yourself with Xplan
If you have experience with Xplan, be ready to talk about it. If not, take some time to learn the basics. Understanding how to navigate this software can set you apart from other candidates and show your willingness to adapt.
✨Demonstrate Strong Communication Skills
Since the role involves liaising with clients and various stakeholders, practice articulating your thoughts clearly and confidently. Think of examples where you've successfully communicated complex information in a simple way.
✨Highlight Your Time Management Abilities
Prepare to discuss how you manage your time effectively, especially when juggling multiple tasks. Share specific examples of how you've met deadlines in previous roles, as this is crucial for the fast-paced environment of wealth management.
