Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join a dynamic team to manage financial applications and support clients.
- Company: A national IFA firm known for its client-centric financial planning approach.
- Benefits: Enjoy in-house training, career progression, and a competitive salary up to £30,000.
- Why this job: Be part of a supportive culture with opportunities for growth and impactful work.
- Qualifications: Experience as a financial planning administrator is essential; knowledge of platforms is a plus.
- Other info: Ideal for those looking to kickstart their career in finance with hands-on experience.
The predicted salary is between 24000 - 36000 £ per year.
This national IFA firm, with a highly client centric approach to financial planning is currently seeking a financial planning administrator to work as part of their busy team in Rotherham.
In this role you will undertake tasks including inputting new business applications and following these cases through to completion; processing investment and pension withdrawals; providing technical support both internally and externally with clients, compliance monitoring; assisting in the production of suitability reports; and project work when required.
This firm offers an-house training academy, and excellent long-term opportunities to progress your career within the firm.
You must have experience working in a financial planning administrator role and ideally have experience of IO / platforms and an understanding of model portfolios and DFM\’s alongside excellent communication and team working skills.
Basic salary to GBP30,000 benefits
#J-18808-Ljbffr
Financial Planning Administrator - Rotherham - National IFA Firm employer: MI Search Ltd
Contact Detail:
MI Search Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator - Rotherham - National IFA Firm
✨Tip Number 1
Familiarise yourself with the specific financial planning tools and platforms mentioned in the job description, such as IO and DFM. This knowledge will not only boost your confidence but also demonstrate your commitment to the role during any discussions.
✨Tip Number 2
Network with professionals already working in financial planning or at similar firms. Engaging with them can provide you with insider insights about the company culture and expectations, which can be invaluable during interviews.
✨Tip Number 3
Prepare to discuss your previous experience in detail, especially any relevant tasks like processing investment withdrawals or compliance monitoring. Being able to articulate your past responsibilities will help you stand out as a strong candidate.
✨Tip Number 4
Showcase your communication and teamwork skills by preparing examples of how you've successfully collaborated with colleagues or clients in the past. This is crucial for a client-centric role and will highlight your fit for the team.
We think you need these skills to ace Financial Planning Administrator - Rotherham - National IFA Firm
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a financial planning administrator. Emphasise any relevant skills, such as your familiarity with investment platforms and model portfolios, to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the firm's client-centric approach. Mention specific experiences where you provided technical support or contributed to compliance monitoring, demonstrating your fit for the role.
Highlight Relevant Experience: In your application, clearly outline your previous roles in financial planning administration. Include details about your responsibilities, particularly those related to processing applications and producing suitability reports, to show your capability.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or typos. A polished application reflects your attention to detail, which is crucial in the financial planning sector.
How to prepare for a job interview at MI Search Ltd
✨Showcase Your Financial Knowledge
Make sure to brush up on your understanding of financial planning concepts, investment platforms, and model portfolios. Being able to discuss these topics confidently will demonstrate your expertise and suitability for the role.
✨Prepare for Technical Questions
Expect questions related to compliance monitoring and suitability reports. Prepare examples from your previous experience where you successfully handled similar tasks, as this will show your practical knowledge and problem-solving skills.
✨Highlight Teamwork and Communication Skills
Since the role involves working closely with clients and colleagues, be ready to discuss how you've effectively collaborated in past roles. Share specific instances where your communication skills made a positive impact on a project or client relationship.
✨Express Enthusiasm for Learning
With the firm's in-house training academy, it's important to convey your eagerness to learn and grow within the company. Discuss any relevant courses or certifications you’ve pursued and how they relate to your career goals in financial planning.
