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 Warrington 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 alongside an experienced Financial Planner, this position offers a rewarding career path in a close-knit team dedicated to delivering exceptional client experiences.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planning Administrator in Warrington
✨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 virtual interviews by setting up a professional space at home. Make sure your background is tidy, and test your tech beforehand. Practise common interview questions related to financial planning, and be ready to showcase your knowledge of NHS pensions and client servicing.
✨Tip Number 3
Showcase your skills through real-life examples! When discussing your experience, highlight specific instances where you provided exceptional support to financial advisers, especially in the medical sector. This will demonstrate your value and fit for the role.
✨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. So, get your application in and let’s make it happen!
We think you need these skills to ace Senior Financial Planning Administrator in Warrington
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 supported Financial Advisers in the past, especially in a fast-paced environment.
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 directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for this exciting opportunity right away!
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 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 the right fit.
✨Showcase Your Organisational Skills
Since this role requires excellent organisational abilities, prepare examples from your past experiences where you've successfully managed multiple priorities. Highlight how you maintained accuracy and efficiency while juggling tasks, as this will resonate well with the interviewers.
✨Demonstrate Client-Focused Communication
Prepare to discuss how you've handled client interactions in a professional manner. Think of specific instances where you provided exceptional service or resolved issues effectively. This will illustrate your client-focused approach, which is key for this position.
✨Be Proactive and Confident
In a fast-paced environment, being proactive is essential. Share examples of how you've taken initiative in previous roles, whether it was streamlining processes or anticipating client needs. Confidence in your abilities will help you stand out as a candidate who can thrive in this dynamic setting.
