At a Glance
- Tasks: Provide top-notch admin support to Financial Advisers and manage client cases.
- Company: Join Pebble Financial, a friendly and established financial planning practice.
- Benefits: Enjoy a competitive salary, ongoing training, and a supportive work environment.
- Other info: Opportunity for professional development in a dynamic team.
- Why this job: Make a real difference in clients' financial journeys while growing your career.
- Qualifications: Experience in IFA or Wealth Management, strong organisational skills, and attention to detail.
The predicted salary is between 31500 - 38500 £ per year.
Pebble Financial is an established, independent financial planning practice based in Shoreham-by-Sea, West Sussex.
We pride ourselves on delivering an exceptional level of service to our clients and are looking to recruit an experienced Senior Financial Planning Administrator to become a key member of our friendly and professional team.
This is an excellent opportunity for someone with previous experience in an Independent Financial Adviser (IFA) or Wealth Management practice who enjoys working in a varied, client-focused role and takes pride in delivering work to a consistently high standard.
About the Role
You will provide comprehensive administrative support to our Financial Advisers, managing client cases from initial application through to completion and ensuring that every client receives outstanding service throughout their journey.
Key Responsibilities
- Manage new business from application through to completion.
- Prepare documentation for client annual reviews.
- Process ongoing servicing transactions including contributions, withdrawals, fund switches and policy alterations.
- Liaise with product providers, platforms and pension companies to obtain information and progress cases.
- Maintain accurate client records using our back-office systems and CRM.
- Prepare client valuations, illustrations and supporting documentation.
- Monitor outstanding business and proactively chase providers to ensure timely completion.
- Respond professionally to client enquiries by telephone and email.
- Support Financial Advisers with the day-to-day administration of their client portfolios.
- Ensure all work is completed in accordance with FCA regulations, company procedures and compliance requirements.
- Maintain excellent attention to detail and accurate record keeping.
About You
- Previous experience working within an Independent Financial Adviser (IFA), Financial Planning or Wealth Management practice is essential.
- A strong understanding of pensions, investments and protection products.
- Experience using financial services back-office systems.
- Excellent organisational and time management skills.
- Outstanding attention to detail.
- Strong written and verbal communication skills.
- Good IT skills including Microsoft Outlook, Word and Excel.
- The ability to prioritise a busy workload whilst maintaining exceptional accuracy.
- A positive, proactive and professional approach.
- A genuine commitment to delivering excellent client service.
What We Offer
- Competitive salary from £35,000, depending on experience.
- Friendly and supportive working environment.
- Opportunity to work within a well-established independent financial planning practice.
- Ongoing training and professional development.
- Workplace pension.
- #J-18808-Ljbffr
Senior Financial Planning Administrator in Shoreham-by-Sea employer: Pebble Financial
Pebble Financial is an excellent employer located in the picturesque Shoreham-by-Sea, offering a friendly and supportive working environment where employees can thrive. With a commitment to ongoing training and professional development, we empower our team members to grow within their roles while delivering exceptional service to our clients. Join us to be part of a well-established independent financial planning practice that values attention to detail and a proactive approach.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planning Administrator in Shoreham-by-Sea
✨Tap into Campus Networks
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✨Get Certified
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We think you need these skills to ace Senior Financial Planning Administrator in Shoreham-by-Sea
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 Pebble Financial.
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 Pebble Financial'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 Pebble Financial
✨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 Pebble Financial.
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✨Show Your Passion for Finance
Since this is a full-time position, employers at Pebble Financial 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 Pebble Financial 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.
