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- Tasks: Support Financial Planners with admin tasks, client queries, and investment setups.
- Company: Join a dynamic team providing maternity cover in financial planning.
- Benefits: Gain valuable experience in finance while working in a supportive environment.
- Why this job: Perfect for those looking to grow in finance and make an impact on clients' lives.
- Qualifications: 1-3+ years in financial planning support; familiarity with client management systems is a plus.
- Other info: Opportunity to work with leading online platforms like AEGON and Transact.
The predicted salary is between 30000 - 42000 £ per year.
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:
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Be the point of contact for company, client and third-party queries when dealing with new and existing business.
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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.
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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.
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Process online fund switches and manage through to completion.
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Maintain the back-office system; adding new clients and maintaining the portfolio content, including contributions and withdrawals plus other ad hoc details as required.
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Utilise the client management system to accurately process new and existing business, including (monthly) valuations and diary management.
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Provide review and valuation documentation in relation to client reviews and deal with any changes to the portfolio and/or client circumstances.
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Diary management for Advisers.
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Ensure all documentation is scanned to paperless system and all emails are saved to the client records.
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Liaise with external parties regarding any queries (insurance companies etc.).
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Manage own workload.
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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.
Financial Planning Administrator employer: Lime Talent Ltd
Contact Detail:
Lime Talent Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Familiarize yourself with the specific client management systems mentioned in the job description, like Intelliflo or First. Having hands-on experience or even a basic understanding of these platforms can set you apart from other candidates.
✨Tip Number 2
Highlight any experience you have with online investment platforms such as AEGON, Transact, or AJ Bell. If you can demonstrate your ability to navigate these systems, it will show that you're ready to hit the ground running.
✨Tip Number 3
Prepare to discuss your organizational skills and how you manage your workload effectively. Since this role involves diary management and processing various client requests, showcasing your time management abilities will be crucial.
✨Tip Number 4
If you have any qualifications related to Financial Advice or Planning, make sure to mention them during your discussions. Even if you're working towards your Level 4 Diploma, it shows your commitment to the field and can give you an edge.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning support roles. Emphasize your familiarity with client management systems like Intelliflo or First, and any online platforms you've worked with.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and how your background aligns with the responsibilities listed. Mention specific experiences that demonstrate your ability to manage workloads and liaise with clients effectively.
Highlight Relevant Skills: Clearly outline your skills related to diary management, processing investments, and maintaining back-office systems. Use examples to illustrate your proficiency in these areas.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no typos or grammatical errors, as attention to detail is crucial in financial planning roles.
How to prepare for a job interview at Lime Talent Ltd
✨Show Your Experience
Be ready to discuss your previous roles in financial planning support. Highlight specific tasks you've handled, especially those related to client management systems like Intelliflo or First.
✨Demonstrate Attention to Detail
Since the role involves maintaining accurate records and processing investments, emphasize your ability to manage details meticulously. Share examples of how you've ensured accuracy in your past work.
✨Prepare for Technical Questions
Expect questions about your familiarity with online platforms such as AEGON, Transact, or AJ Bell. Brush up on these systems and be prepared to explain how you've used them effectively.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics, the tools they use, and their expectations for the role. This shows your genuine interest and helps you assess if it's the right fit for you.
