At a Glance
- Tasks: Provide high-level support to a Financial Adviser and manage client relationships.
- Company: Join a growing Wealth Management business with ambitious growth plans.
- Benefits: Fully remote role, competitive salary, and flexible working environment.
- Other info: Supportive culture focused on professional development and client satisfaction.
- Why this job: Be part of an exciting journey and shape the future of the business.
- Qualifications: Experience in Financial Planning and knowledge of NHS Pensions required.
The predicted salary is between 40000 - 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 Milton Keynes 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 Milton Keynes
✨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 yet.
✨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, especially those related to supporting financial advisers.
✨Tip Number 3
Showcase your organisational skills! During interviews, highlight specific examples of how you've managed multiple priorities in fast-paced environments. This will demonstrate that you’re the proactive candidate they need.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Senior Financial Planning Administrator in Milton Keynes
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 passionate about this role and how your skills align with what we’re looking for. Don’t forget to mention your organisational skills and client-focused approach!
Showcase Relevant Experience:When filling out your application, be sure to showcase your previous experience in financial planning and any knowledge of NHS pensions. This will help us see how you can hit the ground running in our fast-paced environment.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our 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 specific needs of the clients you'll be working with.
✨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 attention to detail.
✨Demonstrate Your Client-Focused Approach
Think about times when you've gone above and beyond for clients. During the interview, share these stories to illustrate your commitment to providing exceptional service. This is crucial in a role that revolves around building strong relationships with clients.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company's growth plans and team culture. This shows that you're genuinely interested in the role and want to be part of their journey, which can set you apart from other candidates.
