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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: Gain valuable experience in wealth management and professional development opportunities.
- Why this job: Be a key player in a dynamic team and make a real impact on clients' financial journeys.
- Qualifications: Experience in financial services administration and strong communication skills.
- Other info: Opportunity to work with diverse clients and enhance your career in finance.
The predicted salary is between 30000 - 40000 £ 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. The Financial Planning Administrator will schedule and co-ordinate client meetings and will 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. The Financial Planning Administrator will 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 including individual clients, trusts, Court of Protection clients and Power of Attorneys. The Financial Planning Administrator will be 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. 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. Experience of working with Trusts and Charities (would be a bonus).
Financial Planning Administrator , IFA Support , Wealth Management , Wellington 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 , Wellington
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who work in wealth management or IFA support. 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. Understand their growth plans and how you can contribute as a Financial Planning Administrator. We want you to show them you're not just a fit for the role, but for the team too!
✨Tip Number 3
Practice your responses to common interview questions, especially those related to client service administration and compliance. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our brand.
We think you need these skills to ace Financial Planning Administrator , IFA Support , Wealth Management , Wellington
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 fit into our ambitious growth plans!
Showcase Your Skills: Don’t forget to showcase your written skills! Since this role involves preparing reports and client documentation, include examples of your writing abilities. We love seeing clear and concise communication in applications.
Be Detail-Oriented: Attention to detail is key in this role. When filling out your application, double-check for any errors or missing information. We appreciate candidates who take the time to ensure everything is spot on!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us. Let’s get started on this journey together!
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 compliance regulations. This will show that you're not just a candidate, but someone who genuinely understands the industry.
✨Showcase Your Admin Skills
Since the role involves a lot of client service administration, be ready to discuss your experience with client management systems and financial planning tools. Bring examples of how you've successfully managed documentation and client queries in the past. Highlighting your proficiency in Microsoft Word and Excel will also give you an edge.
✨Prepare for Client Scenarios
Think about potential client scenarios you might face in this role. Prepare to discuss how you would handle client queries or manage the progress of submissions. This will demonstrate your problem-solving skills and ability to think on your feet, which are crucial for a Financial Planning Administrator.
✨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 interest in the company and helps you gauge if it’s the right fit for you.