At a Glance
- Tasks: Manage pensions and investments, ensuring accuracy and efficiency in client administration.
- Company: Established independent financial planning firm with a close-knit team.
- Benefits: Competitive salary, pension contribution, health plan, and flexible working options.
- Other info: Opportunities for career growth and mentoring within a supportive environment.
- Why this job: Become a trusted team member while making a real impact on client satisfaction.
- Qualifications: Experience in financial planning administration and strong attention to detail.
The predicted salary is between 32000 - 35000 £ per year.
An established independent financial planning firm is looking for an experienced Financial Planning Administrator to join its close-knit team in Sproston. This is a hands-on administration role for someone who can confidently manage a broad range of pensions and investment cases, take ownership of more complex work and provide guidance to a colleague who is continuing to develop. You won’t be moving away from day-to-day administration into a management position. Instead, you’ll become a trusted and experienced member of the team, helping maintain high standards while ensuring client work is completed accurately and efficiently.
Your responsibilities will include:
- Managing pensions, investments and protection administration from submission through to completion
- Handling more complex client administration cases
- Processing new business, withdrawals, top-ups, fund switches and portfolio rebalances
- Obtaining illustrations and preparing application documentation
- Gathering information from providers and checking it for accuracy
- Preparing valuations, client review packs and meeting documentation
- Maintaining accurate client records on Intelliflo and provider platforms
- Liaising with clients, advisers, providers and outsourced support
- Monitoring outstanding work and progressing cases within agreed timescales
- Supporting a less experienced administrator with technical queries and more complex cases
- Sharing knowledge and helping improve administrative processes
- Assisting with basic suitability and no-change letters where appropriate
Research and full recommendation report writing are currently outsourced, so this is primarily an administration position rather than a paraplanning role.
About you
You will need:
- Previous experience within a financial planning or IFA administration role
- Experience processing a broad range of pensions and investment business
- Strong working knowledge of provider platforms
- Experience using Intelliflo Office
- The ability to manage more complex cases independently
- Excellent attention to detail and organisational skills
- Confidence communicating with clients, providers and colleagues
- A collaborative approach and willingness to support someone who is still developing
Previous mentoring or training experience would be useful, but formal management experience is not required.
Salary and benefits
- Salary of £30,000–£35,000
- 5% employer pension contribution
- Bank holidays in addition
- Health Shield cashback plan
- Gifted half-day off for your birthday
- Discretionary wellbeing gifts and vouchers
- Potential for flexible hours and hybrid working
There may be an opportunity to develop towards a trainee paraplanner position in the future. However, experienced career administrators who want to remain within administration will be equally valued.
Senior Financial Planning Administrator in Crewe employer: mbf. Careers
Join one of Scotland’s fastest-growing financial planning businesses, where you will thrive in a supportive and professional environment that values both personal and professional growth. With a commitment to providing high-quality advice and a strong focus on employee development, this independently owned practice offers excellent benefits, including financial support for industry qualifications and genuine opportunities for career progression. Experience the unique blend of a boutique firm's values with the resources of a larger organisation, all while working in the vibrant city of Edinburgh.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planning Administrator in Crewe
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like mbf. Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Financial Planning Administrator in Crewe
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to mbf. Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on mbf. Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at mbf. Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with mbf. Careers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at mbf. Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former mbf. Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
