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- Tasks: Support financial planners by managing client queries and processing investments.
- Company: Leading Investment Management & Financial Planning firm in Harrogate.
- Benefits: Gain valuable experience in finance with a supportive team environment.
- Why this job: Kickstart your career in finance while making a real difference for clients.
- Qualifications: 1-3+ years in financial planning support; familiarity with client management systems preferred.
- Other info: 9-month maternity cover with potential for future opportunities.
The predicted salary is between 30000 - 42000 £ per year.
My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning.
We are urgently seeking an experienced Financial Planning Administrator to join the existing team providing 9 months Maternity cover. You will be responsible for providing full administrative support to a team of Financial Planners / Advisers. Specifically you will:
- Be the point of contact for company, client and third-party queries when dealing with new and existing business.
- Keep all notes on the back-office system up to date, enabling advisers and other team members to appraise themselves of the current situation as required.
- Process, and follow through to completion, the setting up of new investments and policies for clients, which include Pension and SIPP contracts, Investment and Protection policies for Personal and Business clients.
- Process online fund switches and manage through to completion.
- Maintain the back-office system; adding new clients and maintaining the portfolio content, including contributions and withdrawals plus other ad hoc details as required.
- Utilise the client management system to accurately process new and existing business, including (monthly) valuations and diary management.
- Provide review and valuation documentation in relation to client reviews and deal with any changes to the portfolio and/or client circumstances.
- Diary management for Advisers.
- Ensure all documentation is scanned to paperless system and all emails are saved to the client records.
- Liaise with external parties regarding any queries (insurance companies etc.).
- Manage own workload.
- Prepare meeting packs for advisers.
We are seeking those who have 1-3+ years experience working in a similar Financial Planning support role, with experience of working with Client Management systems such as Intelliflo / First. Any experience you have working with online platforms such as AEGON, Transact or AJ Bell would be to your advantage. If you have any further qualifications within Financial Advice / Planning or working towards your Level 4 Diploma in Financial Advice, this would also be to your advantage.
This role is for a 9-Month Maternity cover contract.
Financial Planning Administrator employer: Lime Professional Services
Contact Detail:
Lime Professional Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Let them know you're on the lookout for opportunities, and who knows? They might just have the inside scoop on openings that aren't even advertised yet.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially since they focus on sound financial advice and wealth management. Be ready to discuss how your experience aligns with their needs, and don’t forget to have some questions of your own prepared!
✨Tip Number 3
Showcase your skills! If you’ve got experience with client management systems like Intelliflo or First, make sure to highlight that in conversations. Practical examples of how you've used these tools can really set you apart from the competition.
✨Tip Number 4
Apply through our website! We love seeing applications come directly from candidates who are genuinely interested in joining our team. It shows initiative and enthusiasm, which are always a plus in our books!
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Administrator role. Highlight your relevant experience, especially with client management systems and any financial planning qualifications you have. We want to see how your skills match 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 the perfect fit for our team. Mention specific experiences that relate to the job description, like managing workloads or liaising with clients. Let us know why you’re excited about this opportunity!
Showcase Your Attention to Detail: In a role like this, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their work neatly and accurately, as it reflects the quality we strive for at StudySmarter.
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. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Lime Professional Services
✨Know Your Financial Stuff
Brush up on your knowledge of financial planning, investments, and pensions. Be ready to discuss specific products or platforms like AEGON or Transact, as this shows you’re not just familiar with the terminology but also understand how they work in practice.
✨Show Off Your Admin Skills
Since the role involves a lot of administrative tasks, be prepared to talk about your experience with client management systems like Intelliflo or First. Share examples of how you've managed workloads, maintained records, or improved processes in previous roles.
✨Be Client-Focused
Demonstrate your ability to handle client queries effectively. Think of examples where you’ve successfully resolved issues or provided excellent support to clients. This will show that you understand the importance of client relationships in financial planning.
✨Prepare for Scenario Questions
Expect questions that put you in real-life scenarios, such as managing multiple tasks or dealing with difficult clients. Practise how you would respond to these situations, highlighting your problem-solving skills and ability to prioritise effectively.
