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- Tasks: Support financial advisers with client portfolio management and data processing.
- Company: Join a top Wealth Management firm known for integrity and sound advice.
- Benefits: Enjoy a competitive salary, 5% matching pension, and income protection.
- Why this job: Be part of a growing team in a positive culture that values your contributions.
- Qualifications: Previous admin experience in Financial Planning and knowledge of back-office systems required.
- Other info: Opportunity for negotiation on salary for the right candidate.
The predicted salary is between 29000 - 33000 £ per year.
My client is one of the most highly respected Wealth Management firms in Northern Ireland, enjoying a great reputation for integrity and for delivering sound advice. They have experienced a tremendous, sustained period of growth over the last 6 years, and as a result of additions to their Advisor team now wish to appoint a further Financial Planning Administrator.
You will be responsible for supporting the team with client portfolio management and the processing of data on investment platforms. This will include:
- Providing support to the firm’s advisers in completing non-client facing tasks in relation to the preparation and administration of recommendations being made
- Act as a main point of contact for clients
- Deal with client queries in an efficient and timely manner
- Manage client databases on the back-office system, Intelligent Office (IO)
- Prepare and print quotations, valuations, brochures, application forms, etc.
- Process new business and service existing clients
- Liaise and deal with investment and insurance companies, etc.
- Ensure updates and reports are issued to clients in a timely manner
- Office administration generally including the use of Excel, analysis, updating database and file scanning
Relevant experience, skills and knowledge
- Previous experience in an administration support role in Financial Planning
- Knowledge and practical use of back-office administration systems including Intelligent Office or similar
- A positive culture and attitude at all times
- Good written and oral communication skills
Benefits
Salary is expected to be in a range of between circa £29,000 and £33,000 but with room for negotiation for the right candidate. The benefits package is really great and includes:
- 5% matching pension.
- 4 x salary DIS.
- Income Protection.
If you meet the criteria and would be interested in a having a confidential chat about this opportunity, please call Iain Cahoon on 07798 844546 or apply now by uploading your CV via this Job Board.
Contact Detail:
MLR Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Familiarise yourself with Intelligent Office (IO) or similar back-office systems. Since this role heavily relies on managing client databases and processing data, having a solid understanding of these tools will give you an edge during the interview.
✨Tip Number 2
Brush up on your Excel skills, as you'll be expected to handle data analysis and updates. Being able to demonstrate your proficiency in Excel can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss your previous experience in financial planning administration. Be ready to share specific examples of how you've supported advisers and managed client queries efficiently, as this will showcase your relevant skills.
✨Tip Number 4
Research the company’s reputation and values. Understanding their commitment to integrity and sound advice will help you align your answers with their culture during the interview, making you a more appealing candidate.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning administration. Emphasise your familiarity with back-office systems like Intelligent Office and any specific tasks you've handled that align with the job description.
Craft a Strong Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your positive attitude and communication skills, and explain how you can contribute to the team’s success.
Highlight Relevant Skills: In your application, clearly outline your skills in client management, data processing, and office administration. Use specific examples to demonstrate your proficiency in Excel and handling client queries.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in financial planning.
How to prepare for a job interview at MLR Careers
✨Know Your Financial Planning Basics
Brush up on your knowledge of financial planning concepts and terminology. Being able to discuss these confidently will show that you understand the industry and can support the advisers effectively.
✨Familiarise Yourself with Intelligent Office
Since the role involves using Intelligent Office, make sure you have a good grasp of how it works. If possible, try to get some hands-on experience or watch tutorials to demonstrate your initiative during the interview.
✨Prepare for Client Interaction Scenarios
Think about potential client queries you might encounter and how you would handle them. Being able to articulate your approach to client communication will highlight your suitability for the role.
✨Showcase Your Administrative Skills
Be ready to discuss your previous administrative experience, particularly in financial settings. Highlight specific tasks you've managed, such as data processing or database management, to illustrate your capability.
