At a Glance
- Tasks: Support Financial Planners and deliver exceptional service to high-profile clients.
- Company: Join a prestigious wealth management firm with nearly 200 years of heritage.
- Benefits: Up to £40,000 salary, hybrid working, and an exceptional benefits package.
- Other info: Genuine long-term career progression and support for professional qualifications.
- Why this job: Develop your career in a collaborative environment with exposure to high net worth clients.
- Qualifications: 2-5 years' experience in financial services administration and strong communication skills.
The predicted salary is between 40000 - 40000 £ per year.
Are you an experienced Financial Services Administrator looking to join one of the UK's most prestigious wealth management firms? A leading national Financial Planning and Investment Management business is seeking a Senior Financial Planning Administrator to support a team of Financial Planners, providing first-class service to a portfolio of High Net Worth and Ultra High Net Worth clients.
With nearly two centuries of heritage, over £59bn of assets under management and advice, and an outstanding reputation across the financial services industry, this is an excellent opportunity to develop your career within a market-leading organisation.
The Role
As a Senior Financial Planning Administrator, you'll play a vital role in supporting Financial Planners and ensuring clients receive an exceptional service throughout their journey. Working as part of a collaborative team, you'll manage a wide variety of administrative responsibilities while building strong relationships with both clients and colleagues.
Key Responsibilities
- Provide comprehensive administrative support to Financial Planners.
- Build and maintain strong relationships with clients.
- Maintain accurate client records and back-office systems.
- Request policy information from providers.
- Prepare meeting packs and client valuations.
- Liaise with internal operational teams regarding transfers, client instructions and account administration.
- Process new business and proactively manage cases through to completion.
- Deliver excellent client outcomes while ensuring all work complies with regulatory standards.
About You
You'll ideally have:
- 2-5 years' experience within financial services administration.
- Experience supporting Financial Planners, Wealth Managers or Financial Advisers.
- Excellent organisational skills with strong attention to detail.
- Outstanding communication and client service skills.
- The ability to prioritise effectively within a busy environment.
- A proactive, professional approach with a genuine desire to build a long-term career in wealth management.
- An interest in working towards professional qualifications would be advantageous.
What's on Offer?
- Salary up to £40,000
- Hybrid working (3 days in the office, 2 days from home after probation)
- Exceptional benefits package
- Genuine long-term career progression
- The opportunity to join one of the UK's leading Financial Planning and Investment Management firms
- A collaborative, supportive team culture
- Exposure to High Net Worth and Ultra High Net Worth clients
If you're an experienced Financial Planning or Wealth Management Administrator looking to take the next step in your career with a highly respected organisation, we'd love to hear from you. Apply today to find out more.
Senior Financial Planning Administrator in City of London employer: mbf
Join a leading UK wealth management business in Leeds, where you will thrive in a dynamic and high-performing team dedicated to client success. With a clear pathway for career progression to Investment Manager within 1-2 years, alongside outstanding benefits such as a discretionary bonus, generous pension contributions, and private medical insurance, this role offers not just a job but a meaningful career in investment management. Embrace the opportunity to build strong professional relationships and contribute to impactful financial outcomes while enjoying a supportive work culture that prioritises your growth and well-being.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planning Administrator in City of London
✨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
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
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. 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 City of London
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.
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'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
✨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.
✨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 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 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.
