Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial planners by managing client meetings and documentation.
- Company: Respected financial planning firm in Hove with ambitious growth plans.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Great opportunity for career growth in a thriving industry.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial services administration and knowledge of compliance.
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.
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, trust, 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.
Financial Planning Administrator, IFA Support, Wealth Management employer: JJ Search
Contact Detail:
JJ Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator, IFA Support, Wealth Management
✨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. Familiarise yourself with their services and recent news. 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 administration. 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 Hove.
We think you need these skills to ace Financial Planning Administrator, IFA Support, Wealth Management
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 can bring value to our team!
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 us. Don’t forget to mention your understanding of compliance and regulatory knowledge.
Showcase Your Communication Skills: As a key member of our team, strong communication is essential. In your application, give examples of how you've effectively managed client queries or liaised with third parties. We love seeing candidates who can communicate clearly and professionally!
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 you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at JJ Search
✨Know Your Financial Stuff
Brush up on your financial planning knowledge, especially around IFA administration and wealth management. Be ready to discuss specific processes you’ve handled in the past, like client review reports or compliance documentation.
✨Showcase Your Organisational Skills
As a Financial Planning Administrator, you'll need to juggle multiple tasks. Prepare examples of how you've successfully managed schedules, coordinated meetings, or kept track of submissions in previous roles. Highlight your experience with CRM systems too!
✨Client Communication is Key
Since you'll be the primary interface for client queries, practice articulating how you handle client communications. Think of scenarios where you resolved issues or provided exceptional service, and be ready to share those stories.
✨Understand Compliance and Regulations
Familiarise yourself with the compliance and regulatory aspects of financial planning. Be prepared to discuss how you ensure adherence to these standards in your work, as this will show your potential employer that you take these responsibilities seriously.