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- Tasks: Support Financial Advisors and manage client correspondence in a dynamic team environment.
- Company: Join one of the UK's largest Wealth & Investment Management firms in Manchester.
- Benefits: Enjoy a competitive salary, company benefits, and an annual bonus.
- Why this job: Be part of a prestigious organization and enhance your career in financial planning.
- Qualifications: Experience in financial administration is preferred; strong communication skills are essential.
- Other info: Work in a stunning city centre office with a collaborative team.
The predicted salary is between 19200 - 28800 £ per year.
Financial Planning Administrator Location: Manchester City Centre Salary: Up to £32,000 + Company Benefits + Annual Bonus Are you an experienced Financial Planning Administrator looking to take the next step in your career? Join one of the UK’s largest and most prestigious Wealth & Investment Management organisations in their stunning Manchester city centre office! About the Role: As a Financial Planning Administrator, you will be an integral part of the Wealth Management team, providing high-quality administrative support to Financial Advisors and clients. You’ll play a key role in ensuring the smooth processing of financial planning cases, from client onboarding to ongoing portfolio management. Key Responsibilities: Supporting Financial Advisors with preparation of client reports and documentation Liaising with clients, financial institutions, and internal teams to ensure accurate and timely processing of new business applications Obtaining client policy information Letters of Authority Use of various provider Platforms Managing client correspondence and maintaining up-to-date client records Preparing reports and financial summaries to assist with meetings and reviews Ensuring compliance with regulatory standards and company procedures What They’re Looking For: Previous …
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
Familiarize yourself with the specific financial planning software and platforms commonly used in the industry. Being able to demonstrate your proficiency in these tools during the interview can set you apart from other candidates.
✨Tip Number 2
Network with professionals in the Wealth & Investment Management sector. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture at the organization you're applying to.
✨Tip Number 3
Prepare to discuss your experience with client onboarding and portfolio management in detail. Be ready to share specific examples of how you've successfully supported financial advisors in previous roles.
✨Tip Number 4
Stay updated on regulatory standards and compliance requirements in the financial planning industry. Showing that you are knowledgeable about these aspects will demonstrate your commitment to maintaining high professional standards.
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 and administration. Emphasize any previous roles where you supported financial advisors or managed client correspondence.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the wealth management industry. Mention specific skills that align with the job description, such as your ability to prepare client reports and ensure compliance with regulatory standards.
Highlight Relevant Skills: In your application, focus on key skills such as attention to detail, communication, and proficiency with financial software. These are crucial for managing client records and preparing financial summaries.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your professionalism and attention to detail, which are essential in the financial sector.
How to prepare for a job interview at mbf.
✨Know Your Financial Planning Basics
Make sure you brush up on your knowledge of financial planning concepts and terminology. Being able to discuss these confidently will show that you're well-prepared and understand the role.
✨Demonstrate Your Organizational Skills
As a Financial Planning Administrator, you'll need to manage multiple tasks efficiently. Be ready to share examples from your past experiences where you've successfully handled administrative duties or managed client correspondence.
✨Prepare for Client Interaction Scenarios
Since the role involves liaising with clients and financial institutions, think about how you would handle various client scenarios. Practice articulating your approach to maintaining professionalism and ensuring client satisfaction.
✨Familiarize Yourself with Compliance Standards
Understanding regulatory standards is crucial in this role. Research the relevant compliance requirements in the financial sector and be prepared to discuss how you would ensure adherence to these standards in your work.
