At a Glance
- Tasks: Support financial advisers with admin tasks, client communication, and business processing.
- Company: National IFA business with a focus on personal and corporate financial planning.
- Benefits: Basic salary up to £30k, generous bonus, flexible benefits, pension, and hybrid working.
- Other info: Great opportunity for career growth in a supportive environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience as a financial planning administrator and familiarity with platforms like Transact and Quilter.
The predicted salary is between 30000 - 30000 £ per year.
This national IFA business, operating in both the personal and corporate financial planning markets, is currently seeking a financial planning administrator to join its wealth planning team in Wilmslow.
In this role, you will be involved in providing efficient administration support to the independent financial planning advisers. The role involves:
- Dealing with letters of authority
- Preparing valuations and quotations
- Processing and chasing new business
- Preparing review packs
- Speaking with clients, providers and advisers
You must be an experienced financial planning administrator, with experience using platforms such as Transact, Quilter and Aviva platforms.
Basic salary to £30,000, generous discretionary bonus scheme, flexible benefits allowance, pension and hybrid working.
Financial Planning Administrator - Wilmslow (hybrid) - Basic salary to £30k + generous bonus employer: MI Search Ltd
Join a leading national IFA business in Wilmslow, where you will thrive in a supportive and dynamic work culture that values your contributions. With a competitive salary of up to £30,000, generous bonus opportunities, and a flexible benefits package, this role offers not only financial rewards but also the chance for professional growth within a collaborative team environment. Embrace the hybrid working model that promotes work-life balance while being part of a company dedicated to excellence in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator - Wilmslow (hybrid) - Basic salary to £30k + generous bonus
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry, especially those who work with platforms like Transact or Quilter. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of financial products and services. Be ready to discuss how you've used your admin skills to support advisers in the past. We want to see your passion for helping clients and making their financial lives easier!
✨Tip Number 3
Showcase your tech-savviness! Familiarise yourself with the tools and platforms mentioned in the job description. If you can demonstrate your expertise with systems like Aviva during the interview, you'll definitely stand out from the crowd.
✨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 Financial Planning Administrator - Wilmslow (hybrid) - Basic salary to £30k + generous bonus
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience as a financial planning administrator. We want to see how you've used platforms like Transact, Quilter, and Aviva in your previous roles, so don’t hold back!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Tell us why you’re passionate about financial planning and how your skills can benefit our wealth planning team. Keep it engaging and relevant to the role.
Showcase Your Communication Skills:Since you'll be speaking with clients, providers, and advisers, it's important to demonstrate your communication skills in your application. Use clear and concise language to show us you can handle client interactions smoothly.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us during the process!
How to prepare for a job interview at MI Search Ltd
✨Know Your Platforms
Make sure you brush up on your knowledge of platforms like Transact, Quilter, and Aviva. Be ready to discuss how you've used these in your previous roles, as this will show that you're not just familiar with them but can also hit the ground running.
✨Showcase Your Admin Skills
Prepare examples of how you've efficiently supported financial advisers in the past. Think about specific tasks like processing new business or preparing review packs, and be ready to explain how your attention to detail made a difference.
✨Client Communication is Key
Since you'll be speaking with clients, providers, and advisers, practice articulating your communication style. Share examples of how you've successfully managed client relationships and resolved issues, as this will highlight your interpersonal skills.
✨Understand the Company Culture
Research the national IFA business and its approach to financial planning. Understanding their values and how they operate will help you tailor your responses and demonstrate that you're a good fit for their team.
