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- Tasks: Join our Client Support team as a Financial Planning Administrator, handling client queries and processing applications.
- Company: A top independent financial advice provider focused on holistic planning and client-first values.
- Benefits: Enjoy a salary up to £30,000, flexible hybrid working, and support for professional qualifications.
- Why this job: Be part of a supportive culture that encourages growth and offers clear career progression opportunities.
- Qualifications: 1+ years in financial services admin, strong communication skills, and time management abilities required.
- Other info: Ideal for those passionate about client care and looking to develop in the financial sector.
The predicted salary is between 18000 - 42000 £ per year.
A leading provider of independent financial advice, our client is committed to delivering holistic financial planning that puts clients first. The company prides itself on its core values:
- Be the best we can be
- Do the right thing
- Free to be different
With a strong focus on professional growth, employees are encouraged to develop at their own pace, with opportunities for career progression across the business. Support is also available for those wishing to achieve industry-recognised qualifications, such as the Diploma in Financial Planning.
We are seeking an experienced Financial Planning Administrator to join the Client Support team. This role is ideal for someone with a strong work ethic, natural problem-solving abilities, and a passion for delivering excellent client service.
Key Responsibilities:
- Preparing annual review packs
- Processing new business applications and withdrawals
- Handling client and planner queries
- Answering phone calls and providing general administrative support
About You
The ideal candidate will have:
- At least 1 years’ experience in a financial services administration role
- Excellent verbal and written communication skills
- Strong time management skills, with the ability to meet deadlines
- Knowledge of Intelligent Office (preferred but not essential)
- Experience with Abrdn Wrap and Quilter platform (desirable)
What’s on Offer?
- Competitive salary up to £30,000 (depending on experience)
- Comprehensive company benefits, including a company pension and group life assurance
- Clear career progression opportunities within the business
- Support towards professional qualifications, such as the Diploma in Financial Planning
- Flexible Hybrid working
This is an excellent opportunity to join a company that values its employees and provides a supportive environment to grow and thrive.
If you are an experienced administrator with a passion for financial services and client care, we would love to hear from you!
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
Research the company’s core values and culture. Understanding what it means to 'be the best we can be' or 'do the right thing' will help you align your responses during interviews and show that you’re a good fit for their team.
✨Tip Number 2
Network with current or former employees on platforms like LinkedIn. They can provide insights into the company’s work environment and expectations, which can be invaluable when preparing for interviews.
✨Tip Number 3
Familiarise yourself with the tools mentioned in the job description, such as Intelligent Office, Abrdn Wrap, and Quilter platform. Even if you don’t have direct experience, showing that you’ve taken the initiative to learn about these systems can set you apart.
✨Tip Number 4
Prepare specific examples from your past experience that demonstrate your problem-solving abilities and client service skills. Being able to articulate these during an interview will highlight your suitability for the role.
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 services administration. Emphasise your problem-solving skills and any specific software knowledge, such as Intelligent Office or platforms like Abrdn Wrap and Quilter.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for client service and your alignment with the company's core values. Mention how your work ethic and experience make you a great fit for the Financial Planning Administrator role.
Showcase Communication Skills: Since excellent verbal and written communication skills are essential for this role, ensure your application is free from errors and clearly conveys your thoughts. Use professional language while maintaining a friendly tone.
Highlight Career Progression Goals: In your application, express your interest in professional growth and mention any aspirations to achieve qualifications like the Diploma in Financial Planning. This shows your commitment to the industry and aligns with the company's focus on development.
How to prepare for a job interview at mbf
✨Showcase Your Experience
Make sure to highlight your previous experience in financial services administration. Be prepared to discuss specific tasks you've handled, such as preparing review packs or processing applications, as this will demonstrate your capability for the role.
✨Communicate Clearly
Since excellent verbal and written communication skills are essential, practice articulating your thoughts clearly. Consider preparing answers to common interview questions and ensure you can explain complex financial concepts in simple terms.
✨Demonstrate Problem-Solving Skills
Prepare examples of how you've successfully resolved client queries or administrative challenges in the past. This will show your natural problem-solving abilities and your commitment to delivering excellent client service.
✨Research the Company Values
Familiarise yourself with the company's core values: being the best, doing the right thing, and being free to be different. Think about how your personal values align with theirs and be ready to discuss this during the interview.