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- Tasks: Support financial planners and manage client service administration.
- 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 Glasgow 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 Glasgow
✨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 any CRM systems mentioned in the job description. If you can demonstrate your proficiency 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 Glasgow
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 writing your application, be clear and concise. Use bullet points where necessary 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
Make sure you brush up on your financial services knowledge, especially around IFA administration and wealth management. Familiarise yourself with common terms and processes, as well as any relevant compliance regulations. This will show that you're not just interested in the role but also understand the industry.
✨Master the Tools of the Trade
If you have experience with Xplan or any client management systems, be ready to discuss it. If not, take some time to learn the basics. Being able to demonstrate your familiarity with these tools can set you apart from other candidates and show your commitment to the role.
✨Prepare for Client Scenarios
Think about potential client queries you might face in this role and how you would handle them. Practising responses to common questions can help you feel more confident during the interview. Remember, they want to see how you interact with clients and manage their needs.
✨Show Off Your Admin Skills
Since the role involves a lot of administration, be prepared to talk about your organisational skills and attention to detail. Bring examples of how you've successfully managed documentation or client meetings in the past. Highlighting your ability to keep things running smoothly will be key!
