At a Glance
- Tasks: Support Financial Planners and clients with essential administrative tasks in a dynamic environment.
- Company: Respected independent financial planning firm with a collaborative culture.
- Benefits: Competitive salary, benefits package, and opportunities for professional growth.
- Other info: Fast-paced role with opportunities to develop your career in financial services.
- Why this job: Join a busy team and make a real impact in financial planning services.
- Qualifications: Experience in financial planning support, strong Microsoft Office skills, and excellent communication.
The predicted salary is between 40500 - 49500 £ per year.
Location: Cheadle – Fully office based
Salary up to £32,000 plus benefits
Contract: Permanent, Full-Time
NJR Recruitment is currently working with a highly respected, independent financial planning firm to recruit a Senior Financial Planning Administrator. This is an integral role within the business, providing essential support to Financial Planners and delivering an excellent, client-centric service. The successful candidate will join a busy and collaborative team where accuracy, communication and the ability to work to agreed timescales are key.
About the Role
As a Senior Financial Planning Administrator, you will work closely with Financial Planners, Paraplanners and other key stakeholders to support the delivery of high-quality financial planning and advice services. You will be responsible for a varied workload, supporting clients directly while also ensuring the Financial Planners have everything they need to deliver an exceptional client experience.
Key Responsibilities
- Supporting clients and Financial Planners via telephone, email and video
- Handling client enquiries and liaising with providers
- Promoting the Personal Financial Portal and processing referrals
- Booking appointments and managing Financial Planner diaries
- Preparing complex meeting packs and supporting Financial Planners with client meeting preparation
- Submitting instructions to platforms and providers
- Working closely with Financial Planners on all aspects of their day-to-day client work
- Meeting and greeting clients and visitors to the office when required
- Opening, scanning and distributing incoming mail
- Maintaining accurate and up-to-date client records, back-office systems and shared folders
- Contacting new and existing clients to obtain information on behalf of Financial Planners
- Working closely with Paraplanners and other stakeholders to support clients and the delivery of financial planning services
- Providing general administration and coordination support as required
About You
The successful candidate will ideally have:
- Previous experience in a Financial Planning support or administration role within financial services
- Strong knowledge of Microsoft Office, particularly Word, Excel, Teams and SharePoint
- Knowledge of Intelligent Office (IO)
- Excellent organisational skills and strong attention to detail
- Good numeracy skills
- Excellent communication and interpersonal skills
- The ability to manage a varied workload and work effectively as part of a team
- The ability to work to tight deadlines with minimal supervision
- A proactive, adaptable and client-focused approach
If you're an experienced Financial Services Administrator or Client Services professional looking for a varied role within a collaborative financial planning environment, we'd love to hear from you. Apply today via NJR Recruitment or call quoting the reference NJR16996.
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ‘no’ to key screening questions, we may not be able to contact you.
Senior Financial Planning Administrator in Cheadle employer: NJR Recruitment Careers
Join a well-established insurance broker in Stockport as a Commercial Account Handler, where your expertise will be valued in a collaborative and client-focused environment. With competitive salary packages, ongoing training, and hybrid working options, this role offers excellent opportunities for professional growth and development, making it an attractive place for those seeking meaningful employment in the insurance sector.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planning Administrator in Cheadle
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like NJR Recruitment Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Financial Planning Administrator in Cheadle
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to NJR Recruitment Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on NJR Recruitment Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at NJR Recruitment Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with NJR Recruitment Careers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at NJR Recruitment Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former NJR Recruitment Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
