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 success.
- 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 35000 - 40000 € per year.
Location: Fully Remote / Home-Based (UK-wide, must live and be eligible to work in UK)
Salary: Up to £40,000 DOE
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. The successful candidate will be highly organised, proactive and confident working within a fast-paced Financial Planning environment.
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 Portsmouth 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 Portsmouth
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning and wealth management sectors. Let them know you're on the lookout for opportunities, and don't hesitate to ask for introductions or referrals. You never know who might have the inside scoop on a great role!
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, especially since this is a growing business in the wealth management space. Be ready to discuss how your experience aligns with their needs, particularly your knowledge of NHS pensions and working with medical professionals.
✨Tip Number 3
Showcase your organisational skills! During interviews, share specific examples of how you've managed multiple priorities in fast-paced environments. Highlight your attention to detail and how it has positively impacted client experiences in your previous roles.
✨Tip Number 4
Apply through our website! We want to see your application come through directly. It gives us a chance to connect with you better and understand your fit for the role. Plus, it shows you're serious about joining our ambitious team!
We think you need these skills to ace Senior Financial Planning Administrator in Portsmouth
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Senior Financial Planning Administrator. 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 supported Financial Advisers in the past, especially in fast-paced environments.
Showcase Your Attention to Detail:In the financial world, details matter! When filling out your application, double-check for any typos or errors. We want to see that you can maintain high standards, just like we do in our client interactions.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at mbf
✨Know Your Financial Planning 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 these are crucial for the role. Being able to discuss these topics confidently will show that you're serious about the position.
✨Showcase Your Organisational Skills
Since this role requires excellent organisational abilities, prepare examples from your past experiences where you've successfully managed multiple priorities. Think about how you can demonstrate your attention to detail and ability to work independently, especially in a remote setting.
✨Prepare for Client Interaction Scenarios
As you'll be liaising with clients and third parties, practice how you would handle various client scenarios. Be ready to discuss how you would maintain professionalism and discretion when dealing with sensitive information. This will highlight your client-focused approach.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the company’s growth and culture. Inquire about their plans for expansion or how they support their team members. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
