At a Glance
- Tasks: Provide top-notch admin support to financial consultants and manage client portfolios.
- Company: Established Independent Financial Advisers in beautiful South Cheshire.
- Benefits: Competitive salary up to £30,000 and a supportive team environment.
- Other info: Great opportunity for career growth in a busy, rewarding role.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial planning and familiarity with market products required.
The predicted salary is between 30000 - 30000 € per year.
Location: Wilmslow
Up to £30,000
Our Client is an established and well-known firm of Independent Financial Advisers based in a beautiful location of South Cheshire. Led by a professionally qualified team, they provide comprehensive Corporate & Personal Financial Planning that includes Employee Benefits, Investments, Retirement Planning and Tax advice.
Due to an internal promotion, an experienced Administrator is required to support a highly technical Partner in the business. This will be a very busy and demanding role, and daily duties will consist of:
- Provide a first class administration service, together with a dedicated Paraplanner, to a group of Consultants
- Ensure that new business is processed in a timely fashion
- Issue client Letters of Authority to providers, collate information and use the Client Management system
- Organise quotes, online or via telephone, then put full package together for the adviser – ensuring correct proposal & KFD
- Process basic products such as Bonds, Personal Pensions and Group Schemes, using Client Management
- Value client portfolios by obtaining data from providers
- Check policy documents
- Issue policy documentation to clients using professional letters
- Scan documents and file them electronically on the Client Management system
- Distribute incoming post
Qualifications: Candidates applying must have a strong and proven background working for a firm of Financial Planners. You will be conversant with whole of the market products and ideally be used to processing business on IRESS / 1st software. If you are an experienced individual who is looking to provide an excellent level of administrative support to a Partner, then this is an excellent opportunity.
CLIENT SUPPORT - PENSIONS & INVESTMENTS in Wilmslow employer: NJR Recruitment
Join a well-established firm of Independent Financial Advisers in the picturesque setting of South Cheshire, where you will be part of a dedicated team committed to delivering exceptional financial planning services. With a strong focus on employee development and a supportive work culture, this role offers the chance to thrive in a dynamic environment while contributing to meaningful client outcomes. Enjoy competitive remuneration and the opportunity to grow your career alongside experienced professionals in a company that values excellence and teamwork.
StudySmarter Expert Advice🤫
We think this is how you could land CLIENT SUPPORT - PENSIONS & INVESTMENTS in Wilmslow
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. You never know who might have a lead on a job or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its services. Knowing their approach to pensions and investments will help you stand out and show you're genuinely interested.
✨Tip Number 3
Practice your responses to common interview questions, especially those related to client support and administration. We all know how important it is to demonstrate your experience in these areas!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed and shows you’re serious about joining the team.
We think you need these skills to ace CLIENT SUPPORT - PENSIONS & INVESTMENTS in Wilmslow
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of Client Support in Pensions & Investments. Highlight your experience with financial planning and any relevant software like IRESS or 1st software. We want to see how your background aligns with what we do!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about providing top-notch administrative support in the financial sector. Let us know how your skills can help our team deliver excellent service to clients.
Showcase Your Attention to Detail:In this role, attention to detail is key. When filling out your application, make sure there are no typos or errors. We appreciate candidates who take the time to present their best selves, as this reflects the quality of work we strive for at StudySmarter.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at NJR Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions and investments. Familiarise yourself with the products mentioned in the job description, like Bonds and Personal Pensions. Being able to discuss these confidently will show that you're serious about the role.
✨Showcase Your Admin Skills
Since this role is all about providing top-notch administrative support, be ready to share examples of how you've excelled in similar positions. Talk about your experience with Client Management systems and any software like IRESS or 1st software that you've used.
✨Prepare for Technical Questions
Expect some technical questions during the interview. Brush up on common scenarios you might face in the role, such as processing new business or issuing client documentation. Practising your responses can help you feel more at ease.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the types of clients you'll be working with, or how success is measured in this role. This shows your genuine interest and helps you gauge if it's the right fit for you.
