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For Companies At a Glance
- Tasks: Support financial advisors 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: Great opportunity for career growth in a respected firm.
The predicted salary is between 29000 - 33000 £ per year.
Job Description
Financial Planning Administrator
Client and role
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.
How to apply and for more information:
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.
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.
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 involves managing client databases and processing data, having a solid understanding of these platforms will give you a significant edge.
✨Tip Number 2
Brush up on your Excel skills, as the job requires office administration and data analysis. Being proficient in Excel can help you stand out, especially when it comes to preparing reports and managing client information.
✨Tip Number 3
Demonstrate your communication skills during any interactions. Since you'll be dealing with client queries and liaising with investment companies, showcasing your ability to communicate effectively can make a strong impression.
✨Tip Number 4
Research the company’s reputation and values. Understanding their commitment to integrity and sound advice will not only help you align your application but also prepare you for potential interview questions about why you want to work there.
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 using Excel and managing databases.
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 principles and practices. Be prepared to discuss how you can support advisers in preparing recommendations and managing client portfolios.
✨Familiarise Yourself with Intelligent Office
Since the role involves using Intelligent Office or similar back-office systems, make sure you understand how these platforms work. If possible, practice navigating through them to demonstrate your proficiency during the interview.
✨Showcase Your Communication Skills
As a Financial Planning Administrator, you'll be the main point of contact for clients. Prepare examples of how you've effectively handled client queries in the past, highlighting your written and oral communication skills.
✨Demonstrate Your Organisational Skills
The role requires managing databases and processing various documents. Be ready to discuss your experience with office administration tasks, particularly how you stay organised and ensure timely updates and reports for clients.
