At a Glance
- Tasks: Support clients and manage documentation in a dynamic financial planning environment.
- Company: Join MM Wealth, a forward-thinking firm in Girton, Cambridge.
- Benefits: Gain valuable experience, develop skills, and enjoy a supportive team culture.
- Other info: Opportunity for personal growth and to work with a passionate team.
- Why this job: Make a real difference in clients' financial journeys while growing your career.
- Qualifications: Strong communication skills and experience in a busy office setting.
The predicted salary is between 30000 - 40000 € per year.
The Financial Planning Administrator (known internally as a Client Experience Executive), will provide support to our Clients, Directors, Financial Planners (FPs) and Client Relationship Managers (CRMs). The job holder is based at MM Wealth's office in Girton, Cambridge.
Responsibilities
- Liaising with Head of Client Experience to establish workloads and priorities.
- Execution of client instructions (such as New Business, Withdrawals) within SLAs as instructed by relevant Director, FP or CRM.
- Taking ownership and accountability for maintaining and updating client records securely using relevant systems (i.e. Intelliflo, Smartsheet, Figaro).
- Process and manage client documentation i.e. Wills, Share Certificates, efficiently and accurately.
- Reviewing and cleansing data on core systems (individually and/or in bulk) including exporting and manipulating data.
- Accurately preparing documents such as meeting notes/PAS, valuations, meeting packs, fee requests and ad-hoc/regular invoices in line with SLAs.
- Coordinate/attend client meetings and manage FP/CRM calendars.
- Communicate with clients in a professional manner including meeting and greeting clients who attend the office.
- Ensure all meeting rooms are prepared in advance of meetings, set up required technology, provide beverages and/or lunch, and return rooms to their original state after use.
- Update and maintain whiteboard with daily meetings.
- Handle all enquiries (email or telephone), providing excellent service and addressing their needs effectively.
- Process incoming post/deliveries distributing as appropriate and process outgoing post, including special deliveries.
- Complete mass mailings as required (post, email, via back‑office system).
- Process quarter‑end Management Fees and coordinate with the FPs/CRMs on any queries.
- Effectively communicate with third‑party custodian/providers to track business through to completion.
- Provide support, assistance and cover for colleagues as reasonably necessary to deliver the company objectives.
- Comply with the Education Policy.
- Comply with the relevant Conduct Rules.
Experience
- Experience of working in a busy and dynamic office environment, of managing a busy and varied workload, working to deadlines with changing priorities.
- It would be desirable to have experience in using a back‑office system, e.g. Intelliflo.
Personal Qualities
- Self‑motivated and pro‑active.
- Ability to cope under pressure.
- Ability and willingness to maintain a professional standard.
- Positive can‑do work ethic.
Qualifications
Financial Planning Administrator (client facing) employer: MM WEALTH LTD
At MM Wealth, we pride ourselves on being an exceptional employer, offering a supportive and collaborative work environment in our Girton, Cambridge office. Our commitment to employee growth is evident through ongoing training opportunities and a culture that values initiative and teamwork, ensuring that every team member can thrive while delivering outstanding client experiences. With a focus on work-life balance and a positive atmosphere, we empower our employees to take ownership of their roles and contribute meaningfully to our clients' financial journeys.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator (client facing)
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or even in person. Let them know you're on the hunt for a Financial Planning Administrator role. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by practising common questions related to client experience and financial planning. We recommend role-playing with a friend or using online resources to get comfortable with your responses. Confidence is key!
✨Tip Number 3
Showcase your organisational skills! When you get the chance to meet potential employers, bring along examples of how you've managed workloads or improved processes in previous roles. This will demonstrate your proactive approach.
✨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 are genuinely interested in joining our team at MM Wealth.
We think you need these skills to ace Financial Planning Administrator (client facing)
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Financial Planning Administrator. Highlight your experience in client-facing roles and any relevant skills that match the job description, like managing documentation or using systems like Intelliflo.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're the perfect fit for the Client Experience Executive role. Share specific examples of how you've excelled in similar environments and how you can contribute to our team.
Show Off Your Communication Skills:Since this role involves a lot of client interaction, make sure your written application reflects your excellent communication skills. Keep your language clear and professional, and don’t forget to proofread for any typos!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you’re considered for the role without any hiccups!
How to prepare for a job interview at MM WEALTH LTD
✨Know Your Stuff
Make sure you understand the role of a Financial Planning Administrator inside out. Familiarise yourself with client-facing responsibilities, such as managing client records and processing documentation. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your Communication Skills
Since this role involves liaising with clients and colleagues, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated in previous roles, whether it’s handling client queries or coordinating meetings. This will demonstrate your ability to maintain professionalism in various situations.
✨Be Organised and Proactive
Highlight your planning and organisational skills during the interview. Share specific instances where you managed multiple tasks or deadlines successfully. This will reassure them that you can handle the dynamic workload and changing priorities typical in a busy office environment.
✨Prepare for Technical Questions
Brush up on your knowledge of relevant systems like Intelliflo and Smartsheet. Be ready to discuss how you've used similar tools in the past. If you don’t have direct experience, research these systems and be prepared to explain how you would approach learning them quickly.
