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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 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 Leeds 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 Leeds
✨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 Leeds
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 what we're looking for, like using client management systems or your knowledge of compliance.
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 your background makes you a great fit for our team. Don’t forget to mention any specific experiences that relate to the job description.
Show Off Your Written Skills: Since excellent written skills are key for this role, make sure your application is clear, concise, and free of typos. We want to see that you can communicate effectively, so take your time to proofread everything before hitting send!
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’re considered for the role. Plus, it shows 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 experience with compliance and regulatory processes, as this is crucial for the Financial Planning Administrator position. Use specific scenarios to demonstrate your organisational skills.
✨Be Client-Focused
Since this role involves liaising with clients and third-party providers, think of ways you’ve gone above and beyond for clients in the past. Share stories that illustrate your ability to handle client queries effectively and maintain strong relationships, which is key in this role.
✨Practice Your Communication Skills
As you'll be preparing reports and communicating with various stakeholders, practice articulating your thoughts clearly. Consider doing mock interviews or explaining complex financial concepts to a friend. This will help you convey your ideas confidently during the actual interview.
