Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial planners by managing client service administration and coordinating meetings.
- Company: Respected financial planning firm in Hove with ambitious growth plans.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity for career growth in a professional and collaborative setting.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- 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 based in Hove with ambitious growth plans. Read on to fully understand what this job requires in terms of skills and experience. If you are a good match, make an application.
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 Heathfield 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 Heathfield
✨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 practising common questions related to financial planning and administration. We recommend role-playing with a friend or using online resources to get comfortable with your responses. Confidence is key when showcasing your skills!
✨Tip Number 3
Showcase your tech-savviness! Familiarise yourself with CRM systems and financial planning tools that are commonly used in the industry. Being able to demonstrate your proficiency can set you apart from other candidates.
✨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 take the initiative to connect directly with us. Good luck!
We think you need these skills to ace Financial Planning Administrator , IFA Support , Wealth Management in Heathfield
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 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 us you're proactive and keen to join 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 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 financial planning tools. Prepare examples of how you've successfully managed documentation and client queries in previous roles, highlighting your attention to detail and organisational skills.
✨Practice Your Communication
Since you'll be the primary interface for client queries, practice articulating your thoughts clearly and professionally. Think about how you would handle different types of client interactions and be prepared to demonstrate your excellent written skills during the interview.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your interest in the role and the company. You might want to ask about the team dynamics or how they measure success in the Financial Planning Administrator position.