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- Tasks: Support financial planners by managing client service administration and coordinating meetings.
- Company: A 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 knowledge of compliance.
- Other info: Opportunity for career growth in a supportive and collaborative atmosphere.
The predicted salary is between 30000 - 42000 £ per year.
The Company: A well-respected and professional financial planning firm with ambitious growth plans.
The Role: The Financial Services 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 Cambridge.
The Financial Services 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 Services 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.
The Financial Services 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. Experience of Xplan - useful. An appreciation of compliance and regulatory knowledge. Experience using client management systems.
Financial Services Administrator , Wealth Management , Cambridge employer: JJ Search
Contact Detail:
JJ Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator , Wealth Management , Cambridge
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who work in 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 and think about how your experience aligns with their needs. Show them you're not just another candidate!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can set you apart from the competition. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications this way.
We think you need these skills to ace Financial Services Administrator , Wealth Management , Cambridge
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Services Administrator role. Highlight your experience in client service administration and any relevant financial planning support you've provided. We want to see how your skills align with 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 wealth management and how your background makes you a great fit for our team. Keep it concise but engaging – we love a good story!
Showcase Relevant Experience: When filling out your application, be sure to showcase any experience you have with CRM systems or client management. If you've worked in IFA Administration or similar roles, let us know! We’re keen on candidates who understand the ins and outs of financial services.
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. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at JJ Search
✨Know Your Financial Services
Make sure you brush up on your knowledge of financial services, especially in wealth management and financial planning. Familiarise yourself with common terms and processes, as well as the specific services the company offers. This will show that you're genuinely interested and prepared.
✨Demonstrate Your Organisational Skills
As a Financial Services Administrator, you'll need to juggle multiple tasks. Be ready to share examples from your past experiences where you've successfully managed client meetings, documentation, or compliance tasks. Highlighting your organisational skills will be key to impressing the interviewers.
✨Prepare for Client Interaction Scenarios
Since this role involves being the primary interface for client queries, think about how you would handle various client scenarios. Prepare some examples of how you've resolved client issues in the past, showcasing your communication skills and ability to manage expectations.
✨Familiarise Yourself with CRM Systems
Understanding how to use CRM systems is crucial for this role. If you have experience with Xplan or similar software, be sure to mention it. If not, do a bit of research on common CRM functionalities and be ready to discuss how you would adapt to using new systems.