At a Glance
- Tasks: Support financial planners by managing client onboarding and implementing investment advice.
- Company: Established investment management firm serving ultra high net worth clients.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Opportunity for growth in a professional and detail-oriented setting.
- Why this job: Join a team that values high standards and client service in wealth planning.
- Qualifications: 2-5 years in financial planning administration; experience with Voyant or Xplan preferred.
The predicted salary is between 35000 - 45000 £ per year.
Salary 35-45K (depending on experience)
The Company: An established Investment Management firm with UK and International clients, specialising in Ultra High Net Worth and Investment Management and Wealth Planning / Advice.
The Role: The Senior Financial Planning Administrator will sit within the Wealth Planning business, providing financial planning and investment advice to wealthy individuals. The role includes:
- Providing Client Services Support to Financial Planners and Directors, maintaining high standards for clients.
- Arranging meeting packs for client meetings.
- Client onboarding (setting up new clients on the system).
- Implementation of financial advice – liaising with pension and product providers.
- Pre-completion of forms for new and transferring pensions, protection and ISAs, and submission of forms to providers.
- Investment implementation by placing trades with platform providers to implement investment advice.
- General administration including client queries, correspondence, client valuations, and fees.
- Financial Planning research and support including writing suitability reports.
The Candidate:
- 2-5 years’ experience in Financial Planning administration / Wealth Planning Support.
- Experience of Voyant or Xplan would be highly desired - or similar Wealth Planning systems.
- A strong focus on providing a high level of client service.
- Experience in pension administration and life business would be beneficial.
- Well-organised with strong time management skills.
- Professional and meticulous – strong attention to detail.
- Committed to learning and developing.
Senior Financial Planning Administrator , Client Services , Xplan/Voyant Wealth Management employer: JJ SEARCH LIMITED
As an established Investment Management firm, we pride ourselves on fostering a collaborative and supportive work environment that prioritises employee growth and development. Our commitment to excellence in client service is matched by our dedication to providing comprehensive training and career advancement opportunities, making us an ideal employer for those seeking a meaningful role in wealth management. Located in a vibrant area, our team enjoys a dynamic culture that values innovation and teamwork, ensuring that every employee feels valued and empowered to contribute to our clients' success.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planning Administrator , Client Services , Xplan/Voyant Wealth Management
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and wealth management sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to client services and financial planning. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family. Focus on common questions related to financial planning and client service. The more comfortable you are, the better you'll perform when it counts.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Senior Financial Planning Administrator role. Plus, it shows you’re proactive and keen to join our team at StudySmarter!
We think you need these skills to ace Senior Financial Planning Administrator , Client Services , Xplan/Voyant Wealth Management
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Financial Planning Administrator role. Highlight your experience in financial planning administration and any relevant systems like Voyant or Xplan. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about client services and how your previous roles have prepared you for this position. We love seeing genuine enthusiasm for the role and our company.
Showcase Your Attention to Detail:In this role, attention to detail is key. When filling out your application, double-check for any typos or errors. We appreciate candidates who take the time to present their best selves, so make sure everything is polished and professional!
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 get all the updates directly from us. 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 Stuff
Make sure you’re familiar with the financial planning processes and systems like Xplan and Voyant. Brush up on your knowledge of pension administration and investment management, as these will likely come up in conversation.
✨Showcase Your Client Service Skills
Since this role is all about providing top-notch client service, be ready to share examples of how you've gone above and beyond for clients in the past. Highlight your attention to detail and how you manage client queries effectively.
✨Prepare for Practical Scenarios
Think about potential scenarios you might face in the role, such as onboarding a new client or implementing financial advice. Be prepared to discuss how you would handle these situations, demonstrating your organisational skills and ability to work under pressure.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the company’s approach to client service, or how they support ongoing learning and development. This shows your genuine interest in the role and the company.
