At a Glance
- Tasks: Support advisers and clients with administration tasks in financial planning.
- Company: Dynamic financial services firm focused on client satisfaction.
- Benefits: Gain valuable experience, develop skills, and work in a supportive environment.
- Other info: Friendly atmosphere with opportunities for personal and professional development.
- Why this job: Join a team that values your input and helps you grow professionally.
- Qualifications: Degree preferred, but experience and a willingness to learn are key.
The predicted salary is between 25000 - 35000 € per year.
The Financial Planning Administrator provides support to the Paraplanner and Advisers in a variety of tasks and, in turn, delivers a professional, compliant, effective telephone and administration-based service to our clients. It is the role of the Financial Planning Administrator to act as a liaison between the adviser, provider and clients ensuring that the advice journey experience for clients and partners is both positive and efficient.
Duties:
- Sending out application forms for clients to sign and return.
- Communicating with product providers on behalf of clients.
- Acting as the point of contact for a client if an adviser is unavailable.
- Updating various databases with correspondence and important information relating to clients.
- Creating and sending off letters of authority.
- Collecting relevant data from providers to enable Financial Planning Executives to review existing products.
- Supporting Advisers and Paraplanners with administration tasks.
- Keeping up to date with compliance, economic and legislation changes.
- Scanning documentation into client files.
- Answering the phones and making outgoing calls.
- Meeting and greeting clients.
- Any other duties that are reasonable required.
What you will need to demonstrate in an interview:
- Self-Management and Organisation: Conscientious individual with the ability to think laterally and bring their own ideas to the table. Diligent individual with good attention to detail and a naturally critical eye. Self-awareness, someone who focuses on looking after their own wellbeing and those around them.
- People Skills: A personable character with the ability to get on with people from a diverse array of backgrounds. Caring, empathetic with high morals and naturally trustworthy. A desire to learn with an understanding and belief that feedback is not criticism but part of learning.
- Communication: Professional and personable communication skills both verbally and written. Confident in connecting with people in the office and building rapport and relationships with others. Good grammatical, written, proof-reading and language skills and able to transfer this into letter writing and putting together emails for clients and other external stakeholders.
- IT Skills: Proficient in using a computer/laptop with programmes like Word, PowerPoint etc. organising emails as well as adapting to the use of new systems. Some skills in Excel such as setting up tables, formatting spreadsheets, implementing graphs and using formulas with the ability to pick up and learn more.
- Qualifications/Experience: Ideally a candidate will hold a degree, but we welcome applications from individuals who have experience working in a professional environment and can demonstrate they have the ability to learn the above skills.
Financial Planning Administrator in Bath employer: Lync Wealth Management
As a Financial Planning Administrator, you will thrive in a supportive and collaborative work environment that prioritises professional development and employee wellbeing. Our company fosters a culture of continuous learning, offering opportunities for growth and advancement while ensuring a positive experience for both clients and staff. Located in a vibrant area, we provide a dynamic workplace where your contributions are valued and recognised.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator in Bath
✨Tip Number 1
Network like a pro! Reach out to people in the financial planning industry on LinkedIn or at local events. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Practice your communication skills! Since this role is all about connecting with clients and colleagues, make sure you can articulate your thoughts clearly. Try mock interviews with friends or family to boost your confidence.
✨Tip Number 3
Show off your IT skills! Brush up on your Excel and Word abilities, and be ready to demonstrate them during interviews. Maybe even create a sample spreadsheet to showcase your skills – it’ll impress the interviewers!
✨Tip Number 4
Apply through our website! We love seeing applications directly from candidates who are genuinely interested in joining us. Plus, it gives you a chance to stand out from the crowd and show your enthusiasm for the role.
We think you need these skills to ace Financial Planning Administrator in Bath
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Financial Planning Administrator role. Highlight your relevant experience and skills that match the job description, especially your attention to detail and communication abilities.
Showcase Your People Skills:Since this role involves a lot of interaction with clients and colleagues, don’t forget to mention your people skills. Share examples of how you've built rapport and maintained relationships in previous roles.
Be Professional Yet Personable:When writing your application, strike a balance between professionalism and a friendly tone. We want to see your personality shine through while still keeping it suitable for a professional environment.
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Lync Wealth Management
✨Show Off Your Organisation Skills
As a Financial Planning Administrator, organisation is key. Be ready to share examples of how you've managed multiple tasks or projects in the past. Highlight your ability to keep things running smoothly, whether it's through effective time management or maintaining accurate records.
✨Demonstrate Your People Skills
This role requires you to interact with clients and colleagues alike. Prepare to discuss situations where you've successfully built rapport or resolved conflicts. Show that you can connect with people from diverse backgrounds and that you genuinely care about their needs.
✨Communicate Clearly and Confidently
Since you'll be handling communication on behalf of clients, practice articulating your thoughts clearly. Bring along examples of written communication you've done, like emails or letters, to showcase your professional writing skills. Remember, clarity is crucial!
✨Be Ready to Learn and Adapt
The financial world is always changing, so show your willingness to learn. Discuss any experiences where you've had to adapt to new systems or processes. Emphasise your proactive approach to feedback and how it helps you grow in your role.
