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- Tasks: Support financial planners with client service administration and manage client queries.
- 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 Liverpool 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 Liverpool
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who work in IFA 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 researching the company and its culture. We want you to shine, so practice common interview questions related to financial planning and client service. Show them you know your stuff and are genuinely interested in their growth plans!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you on their radar and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you. Plus, it’s a great way to ensure your application gets seen by the right people. Let’s get you that Financial Planning Administrator role!
We think you need these skills to ace Financial Planning Administrator , IFA Support , Wealth Management in Liverpool
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. Use clear and concise language in your application, and don’t forget to proofread for any typos or errors – we love attention to detail!
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 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 recent changes in regulations that might affect the role.
✨Showcase Your Admin Skills
Be ready to discuss your experience with client management systems and tools like Xplan. Prepare examples of how you've successfully managed client queries or documentation in previous roles, highlighting your attention to detail and organisational skills.
✨Prepare for Client Scenarios
Think about potential client scenarios you might face in this role. Practice how you would handle various queries or issues, demonstrating your problem-solving abilities and customer service skills. This will show that you're proactive and ready to support the team.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, growth plans for the firm, or how they measure success in this role. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.
