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- Tasks: Support financial planners by processing applications and maintaining client records.
- Company: Join a top-rated financial planning firm managing over £6.5 billion in assets.
- Benefits: Enjoy perks like pension plans, health cash plans, and income protection.
- Why this job: This role offers growth opportunities in a dynamic environment with a focus on client satisfaction.
- Qualifications: Experience in financial planning administration and proficiency in Intelliflo Office required.
- Other info: Confidential chats 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
MLR Careers | Financial Planning Administrator employer: MLR Careers
Contact Detail:
MLR Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land MLR Careers | Financial Planning Administrator
✨Tip Number 1
Familiarize yourself with Intelliflo Office, as it's a key tool for this role. If you haven't used it extensively before, consider taking an online course or watching tutorials to boost your confidence and skills.
✨Tip Number 2
Network with professionals in the financial planning industry. Attend relevant events or join online forums where you can connect with others who might provide insights or even referrals for the position.
✨Tip Number 3
Prepare to discuss your experience in client administration during the interview. Think of specific examples where you've successfully resolved client issues or improved processes in your previous roles.
✨Tip Number 4
Research the company’s values and recent achievements. Being able to articulate why you want to work for this specific firm and how you align with their mission can set you apart from other candidates.
We think you need these skills to ace MLR Careers | 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 like processing new business applications and maintaining client records on Intelliflo Office.
Highlight Relevant Experience: In your CV and cover letter, emphasize your 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 client management, 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 culture.
How to prepare for a job interview at MLR Careers
✨Know Your Financial Planning Basics
Make sure you brush up on your knowledge of financial planning concepts, especially in areas like investment, tax planning, and retirement. Being able to discuss these topics confidently will show that you're well-prepared for the role.
✨Familiarize Yourself with Intelliflo Office
Since the role requires experience with Intelliflo Office, take some time to review its features and functionalities. If possible, practice using the software to demonstrate your proficiency during the interview.
✨Prepare for Client Interaction Scenarios
Think about how you would handle various client inquiries or issues. Be ready to share examples from your past experiences where you successfully resolved client problems, as this will highlight your customer service skills.
✨Show Enthusiasm for Team Collaboration
The role involves working closely with paraplanners and advisors. Express your enthusiasm for teamwork and collaboration, and be prepared to discuss how you can contribute positively to the team dynamic.
