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- Tasks: Support financial planners by managing client meetings and documentation.
- Company: A respected financial planning firm with ambitious growth plans.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity for career growth in a fast-paced, professional setting.
- Why this job: Join a dynamic team and make a real impact in clients' financial journeys.
- Qualifications: Experience in financial services administration and strong communication skills.
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.
Financial Planning Administrator , IFA Support , Wealth Management in Glasgow employer: JJ Search Ltd
Contact Detail:
JJ Search Ltd 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 planning 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 culture. Understand their approach to client service and financial planning. This will help you tailor your responses 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 administration and client management. 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 stand out. Plus, applying directly shows your enthusiasm and commitment to joining our awesome team in financial planning and administration.
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 what we're looking for, like using client management systems or Microsoft Office.
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 your understanding of compliance and regulatory knowledge!
Showcase Your Communication Skills: Since you'll be the primary interface for client queries, it's crucial to demonstrate your excellent written skills. Make sure your application is clear, concise, and free of errors. This will show us that you can handle client communications effectively.
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!
How to prepare for a job interview at JJ Search Ltd
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge. Understand the basics of IFA administration, wealth management, and investment management. Being able to discuss these topics confidently will show that you're serious about the role.
✨Master the CRM Systems
Familiarise yourself with client management systems and financial planning tools. If you have experience with specific software, be ready to talk about it. Demonstrating your tech-savviness can set you apart from other candidates.
✨Prepare for Client Queries
Think about common client queries and how you would handle them. Practice articulating your responses clearly and professionally. This will help you showcase your communication skills and your ability to manage client relationships effectively.
✨Showcase Your Compliance Knowledge
Since compliance is crucial in financial services, be prepared to discuss your understanding of regulatory requirements. Highlight any relevant experience you have and how you ensure adherence to compliance standards in your work.