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- Tasks: Support Financial Planners and manage client documentation in a dynamic environment.
- Company: Join a respected national wealth management firm in Liverpool with a collaborative culture.
- Benefits: Enjoy hybrid working, private medical insurance, generous holidays, and full study support.
- Why this job: Grow your career with a forward-thinking firm that values development and offers clear progression.
- Qualifications: 2+ years in financial services admin; detail-oriented and proficient in Microsoft Office.
- Other info: Opportunity for professional development and a supportive team atmosphere.
The predicted salary is between 24000 - 32000 £ per year.
Financial Planning Administrator – Financial Services
Location: Liverpool (Hybrid Working Available)
Salary: Competitive, dependent on experience – to around £32,000 plus bonus and benefits
Job Type: Full-time, Permanent
A highly respected and growing, National wealth and investment management firm in Liverpool is seeking a skilled Financial Planning Administrator to join their collaborative and client-focused team. This role is ideal for someone with experience in financial planning administration who is ready to take the next step in their career, into a National firm who operate with the best resources and a high level clientele.
About the Role:
As a Financial Planning Administrator, you’ll play a key role in supporting Financial Planners to deliver outstanding service to a varied client base. You’ll manage client documentation, liaise with third-party providers, prepare for client meetings, and ensure all administrative processes are accurate and compliant.
Key Responsibilities:
- Provide administrative support to Financial Planners
- Maintain accurate client records and update internal systems
- Liaise with clients and third-party providers to gather and process information
- Prepare valuations, meeting packs, and documentation
- Assist with new business onboarding, including AML and account setup
- Promote and support use of digital tools with clients
- Identify and report any risks or breaches in line with company policy
About You:
- 2+ years’ experience in a financial services administrative role
- Excellent organisational and communication skills
- Client-focused and detail-oriented
- Comfortable managing multiple tasks and meeting deadlines
- Proficient in Microsoft Office and back-office systems
- Degree educated preferred, but not essential
- Keen to pursue further qualifications – full study support provided toward the Diploma in Financial Planning
Benefits Include:
- Private Medical Insurance
- Group Life Assurance (4x salary)
- Group Income Protection
- Pension scheme with employer contributions
- Generous holiday allowance with option to purchase additional days
- Fully funded professional development, including exams, memberships, and study materials
- Cycle to Work Scheme & Season Ticket Loan
- Health Cash Plan, Gym Discounts, Will Writing, and more
- Annual discretionary bonus
This is a fantastic opportunity to join a forward-thinking firm that values its people and offers clear career progression. If you’re ready to grow your career in a dynamic and supportive environment, apply today with your CV or get in touch
Financial Planning Administrator employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work in wealth and investment management. Attend local events or join online forums to connect with potential colleagues and learn more about the company culture at firms like ours.
✨Tip Number 2
Familiarise yourself with the latest financial planning tools and software that are commonly used in the industry. Being proficient in these tools can set you apart from other candidates and show your commitment to staying current in the field.
✨Tip Number 3
Prepare for the interview by researching common questions asked for Financial Planning Administrator roles. Practising your responses will help you articulate your experience and demonstrate your understanding of the responsibilities involved.
✨Tip Number 4
Showcase your client-focused approach during discussions. Be ready to share examples of how you've successfully managed client relationships or improved processes in previous roles, as this aligns with our values at StudySmarter.
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 administration. Emphasise your organisational skills and any specific software or systems you are proficient in, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial services and your client-focused approach. Mention how your previous experience aligns with the responsibilities of the Financial Planning Administrator role.
Highlight Relevant Skills: In your application, clearly outline your communication skills and ability to manage multiple tasks. Provide examples of how you've successfully supported financial planners or similar roles in the past.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects attention to detail, which is essential in the financial services industry.
How to prepare for a job interview at mbf
✨Know Your Financial Services Basics
Brush up on your knowledge of financial planning and investment management. Be prepared to discuss key concepts and demonstrate your understanding of the industry, as this will show your commitment and readiness for the role.
✨Showcase Your Organisational Skills
As a Financial Planning Administrator, you'll need to manage multiple tasks efficiently. Prepare examples from your past experience where you successfully organised client documentation or managed deadlines to highlight your organisational prowess.
✨Prepare for Client Interaction Scenarios
Since the role involves liaising with clients and third-party providers, think of scenarios where you've effectively communicated or resolved issues. Practising these examples will help you convey your client-focused approach during the interview.
✨Familiarise Yourself with Digital Tools
The job mentions promoting digital tools to clients. Research common software used in financial services and be ready to discuss how you can leverage technology to enhance client interactions and streamline processes.
