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- Tasks: Support a team of paraplanners and advisors with financial planning administration.
- Company: Join an award-winning firm managing over £6.5 billion in assets.
- Benefits: Enjoy perks like pension, health cash plan, and income protection.
- Why this job: Great opportunity to grow your career in a supportive and professional environment.
- Qualifications: Experience in financial planning administration and proficiency in Intelliflo Office required.
- Other info: Confidential chat available for interested candidates.
The predicted salary is between 36000 - 60000 £ per year.
Financial Planning Administrator The Company My client is a multiple award-winning financial planning firm, with over £6.5 bn of assets under management. They provide bespoke financial planning advice in the areas of investment, Inheritance Tax, retirement planning, tax planning and employee benefits. The firm wishes to appoint an additional Financial Planning Administrator to carry out effective administration support to a team of paraplanners and advisors. The Role This role may suit an experienced Financial Planning Administrator looking for the next step in their career. You will be an experienced user of Intelliflo Office. Your key responsibilities will include: Processing New Business applications/income withdrawals Maintaining client records on the Intelliflo Office (IO) client management system Responding to client enquiries and resolving client issues in a professional manner Requesting plan information from product providers and sending off letters of authority Working alongside financial advisers to obtain information as part of the process of creating financial reports Obtaining accurate illustrations, Key Features and other relevant paperwork in advance of client meetings The person You must have relevant experience and knowledge gained within a financial planning office, at Administrator level. For an initial confidential chat about this opportunity, without obligation, call Iain Cahoon on . To apply To apply please upload your CV via the link on this board. Contact Iain Cahoon M: E: W: MLR Careers is a trading style of MLR Recruiting Ltd., registered in Northern Ireland number NI653214 and is acting as an Employment Agency for this vacancy. Skills: Intelliflo Office Financial Planning Administration Investment Administration Personal Financial Planning Client administration IFA Administration Benefits: Pension Death-in-Service Income Protection Critical Illness Health Cash Plan
Financial Planning Administrator employer: MLR Careers
Contact Detail:
MLR Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Familiarize yourself with Intelliflo Office if you haven't already. Since this is a key requirement for the role, demonstrating your proficiency in this software during the interview can set you apart from other candidates.
✨Tip Number 2
Highlight your experience in financial planning administration. Be ready to discuss specific examples of how you've successfully managed client records and processed applications in previous roles.
✨Tip Number 3
Prepare to showcase your communication skills. Since you'll be responding to client inquiries and working alongside financial advisers, being able to articulate your approach to client service will be crucial.
✨Tip Number 4
Research the company’s values and recent achievements. Understanding their approach to financial planning and client service will help you align your answers with what they are looking for in a candidate.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities of a Financial Planning Administrator. Familiarize yourself with tasks such as processing new business applications and maintaining client records on Intelliflo Office.
Highlight Relevant Experience: In your CV and cover letter, emphasize your previous experience in financial planning administration. Mention specific tasks you've handled that align with the job description, such as responding to client inquiries or working alongside financial advisers.
Showcase Your Skills: Clearly outline your proficiency with Intelliflo Office and any other relevant software. If you have experience with investment administration or personal financial planning, make sure to highlight these skills.
Tailor Your Application: Customize your CV and cover letter for this specific role. Use keywords from the job description to demonstrate that you are a perfect fit for the position and the company.
How to prepare for a job interview at MLR Careers
✨Know Your Tools
Make sure you are well-versed in Intelliflo Office, as it is a key requirement for the role. Be prepared to discuss your experience with this software and how you've used it to manage client records effectively.
✨Understand Financial Planning Basics
Brush up on your knowledge of financial planning concepts such as investment strategies, tax planning, and retirement options. This will help you answer questions confidently and demonstrate your expertise.
✨Prepare for Client Scenarios
Think about common client inquiries and issues you might encounter in this role. Prepare examples of how you've successfully resolved similar situations in the past to showcase your problem-solving skills.
✨Showcase Your Teamwork Skills
Since you'll be working closely with paraplanners and advisors, be ready to discuss your experience collaborating in a team environment. Highlight any specific projects where teamwork led to successful outcomes.
