At a Glance
- Tasks: Provide high-level support to a Financial Adviser, ensuring smooth operations and exceptional client experiences.
- Company: Join a dynamic Wealth Management business on an exciting growth journey.
- Benefits: Competitive salary, fully remote work, and flexible hours.
- Other info: Opportunity for professional growth in a supportive, relationship-driven culture.
- Why this job: Be part of a close-knit team and shape the future of the business.
- Qualifications: Experience in Financial Planning, especially with medical professionals, and strong organisational skills.
The predicted salary is between 35000 - 40000 £ per year.
An exciting opportunity has arisen to join a newly established and ambitious Wealth Management business at the start of an exciting growth journey. Led by a highly experienced and respected Financial Planner with a strong existing client base and long-term growth plans, this role offers the chance to become a key part of a close-knit and highly professional team from an early stage.
We are seeking an experienced Senior Financial Planning Administrator / PA to provide high-level support to a specialist Adviser working predominantly with medical professionals including Doctors, Dentists and GPs. This is a fully home-based role and can be located anywhere within the UK.
The Opportunity
This is a pivotal role within the business, supporting the smooth day-to-day running of the practice while delivering an exceptional client experience. You will work closely with the Adviser, acting as a trusted support across client servicing, administration and operational activities.
Key Responsibilities
- Provide comprehensive administrative and PA support to the Adviser
- Prepare client documentation including quotations, illustrations, valuations and reports
- Process new business accurately and efficiently in line with compliance and service standards
- Liaise with clients, providers and third parties in a professional and timely manner
- Manage ongoing client servicing and review processes
- Maintain accurate records using CRM systems and internal platforms
- Support the delivery of a first-class client journey and ongoing relationship management
- Handle sensitive client information with professionalism and discretion
To be considered for this role, candidates must have:
- Previous experience within a Financial Planning / Wealth Management environment
- Experience supporting a Financial Adviser who specialises in the Medical Sector, including working with Doctors, Dentists and GPs
- Strong knowledge and understanding of NHS Pensions and dealing with NHSBSA
- Previous experience working within the St. James's Place environment, with knowledge of SJP systems and processes highly desirable
- Excellent organisational skills with strong attention to detail
- The ability to manage multiple priorities and work independently from home
- Strong communication and interpersonal skills
- A professional, client-focused approach at all times
Why Apply?
- Join a growing and highly ambitious Wealth Management business at an exciting stage of development
- Work closely with an experienced and successful Financial Planner with a loyal client base
- Fully remote role offering excellent flexibility
- Opportunity to play a key role in shaping the future success of the business
- Supportive, professional and relationship-driven culture
How to Apply
If you have the relevant experience within Financial Planning and specialist knowledge supporting clients within the Medical sector, we would love to hear from you.
Senior Financial Planning Administrator in Hemel Hempstead employer: mbf
Join a dynamic and ambitious Wealth Management business that values its employees and fosters a supportive, professional culture. As a Senior Financial Planning Administrator, you will enjoy the flexibility of a fully remote role while playing a crucial part in shaping the future success of the company. With opportunities for personal growth and development, this is an excellent place for those looking to make a meaningful impact in the financial planning sector.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planning Administrator in Hemel Hempstead
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work with medical professionals. A friendly chat can lead to opportunities that aren’t even advertised!
✨Tip Number 2
Prepare for virtual interviews by setting up a professional backdrop and testing your tech. We want you to shine, so practice common interview questions and have your experiences ready to share!
✨Tip Number 3
Showcase your skills on platforms like LinkedIn. Share insights about financial planning or comment on industry trends. This not only highlights your expertise but also gets you noticed by potential employers!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love hearing from passionate candidates like you!
We think you need these skills to ace Senior Financial Planning Administrator in Hemel Hempstead
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Financial Planning Administrator role. Highlight your experience in financial planning and any specific work with medical professionals, as this will show us you understand the unique needs of our clients.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention your organisational skills and how you've successfully managed multiple priorities in previous roles, especially in a fast-paced environment.
Showcase Relevant Experience:When filling out your application, be sure to showcase your relevant experience, particularly in the Wealth Management sector. If you've worked with NHS Pensions or within the St. James's Place environment, let us know – we want to see that expertise!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it shows you're keen on joining our ambitious team!
How to prepare for a job interview at mbf
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial planning, especially in relation to the medical sector. Familiarise yourself with NHS pensions and St. James's Place systems, as this will show that you're not just a candidate, but someone who understands the nuances of the role.
✨Showcase Your Organisational Skills
Since this role requires excellent organisational abilities, prepare examples from your past experiences where you've successfully managed multiple priorities. Be ready to discuss how you keep track of client documentation and ensure compliance, as this will highlight your suitability for the position.
✨Demonstrate Your Client-Focused Approach
Think about times when you've gone above and beyond for clients. During the interview, share specific stories that illustrate your commitment to delivering exceptional client service. This will resonate well with the company's focus on providing a first-class client journey.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company’s growth plans and how you can contribute to their success. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
