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For Companies At a Glance
- Tasks: Support advisers with admin tasks, client service, and document management.
- Company: Join a dynamic financial planning team in Meriden, known for its professionalism.
- Benefits: Enjoy a hybrid work model and competitive salary up to £31,000 plus benefits.
- Why this job: Be part of a supportive team that values your growth and offers real impact.
- Qualifications: 3+ years in IFA or financial services required; experience in admin roles preferred.
- Other info: Opportunity to mentor junior team members and enhance your career.
The predicted salary is between 18600 - 21600 £ per year.
An exciting opportunity has opened up for an experienced Financial Planning Administrator to join a dynamic and professional financial planning team based near Meriden. This full-time role is ideal for someone who has previously worked in a similar IFA or financial services environment and is looking to take the next step in their career.
You’ll play a key role in supporting advisers and paraplanners, helping to deliver exceptional client service through efficient and accurate administrative support. From submitting new business and producing review packs to maintaining Intelligent Office records, you’ll be an integral part of the back-office function.
Key Responsibilities:- Submit new business and follow through to policy issue
- Maintain and update Intelligent Office and document management systems
- Prepare client valuations and support review pack production
- Process withdrawals, fund switches, and Bed & ISA transfers
- Liaise with clients and providers on queries including death claims
- Mentor junior team members where needed
- Minimum 3 years' experience in an IFA or financial services environment
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
Familiarise yourself with Intelligent Office and other financial planning software. Being well-versed in these tools will not only boost your confidence but also demonstrate your readiness to hit the ground running.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work in IFA environments. Attend industry events or join relevant online forums to make connections that could lead to valuable insights or referrals.
✨Tip Number 3
Brush up on your knowledge of financial products and regulations. Understanding the latest trends and compliance requirements will show that you are proactive and committed to providing exceptional client service.
✨Tip Number 4
Prepare to discuss your experience in mentoring junior team members. Highlighting your leadership skills can set you apart, as the role involves supporting and guiding others within the team.
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 or administration. Emphasise your previous roles in IFA or financial services environments, and showcase specific achievements that align with the responsibilities listed in the job description.
Craft a Compelling Cover Letter: Write a cover letter that directly addresses the key responsibilities of the role. Explain how your skills and experiences make you a perfect fit for supporting advisers and paraplanners, and mention your familiarity with systems like Intelligent Office.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as attention to detail, organisational abilities, and client communication. Provide examples of how you've successfully managed similar tasks in past positions.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and 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
Make sure you brush up on your knowledge of financial planning and the specific services offered by the company. Being able to discuss industry terms and processes confidently will show that you're well-prepared and serious about the role.
✨Demonstrate Your Administrative Skills
Since the role involves a lot of administrative tasks, be ready to provide examples of how you've successfully managed similar responsibilities in the past. Highlight your experience with systems like Intelligent Office and any relevant software tools.
✨Prepare for Client Interaction Scenarios
You’ll likely be asked how you would handle client queries or issues. Think of specific situations from your previous roles where you provided excellent customer service, and be prepared to discuss how you resolved challenges.
✨Show Your Team Spirit
As mentoring junior team members is part of the job, be ready to talk about your experience working in teams. Share examples of how you've supported colleagues or contributed to a positive team environment in your previous roles.
