Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Assist clients with financial planning and manage administrative tasks.
- Company: A modern, ethical employer focused on financial security.
- Benefits: 25 days holiday, birthday off, salary reviews, and study support.
- Other info: Opportunities for progression and flexible working arrangements.
- Why this job: Make a real difference in people's financial lives while growing your career.
- Qualifications: Strong communication skills and attention to detail.
The predicted salary is between 28000 - 30000 £ per year.
The business is a modern, highly ethical and rewarding employer dealing with individuals’ pensions and investments, working towards ensuring financial security with expert financial advice.
Responsibilities:
- Client correspondence, written and verbal.
- Processing new business.
- Preparation of client review packs.
- Arranging client meetings and managing the Adviser’s diary.
- Illustration requests.
- Ensuring all financial planning client administration is carried out in accordance with internal procedures.
- Maintaining client records on the company software and ensuring the client files are well presented, accurate and compliant.
- Taking phone calls, enquiries and requests, and handling them where appropriate.
- General back‑office support using IO software.
Benefits:
- 25 days holiday plus bank holidays.
- Day off for your birthday.
- Annual salary review.
- Staff awards.
- Study support for professional industry exams.
- Adviser Academy – in‑house training.
- Progression to Trainee Paraplanner, Paraplanner and Adviser if desired.
- Holiday purchase scheme.
- Life assurance.
- Pension.
- Corporate eyecare cover.
- Flex/hybrid working.
Location: Ipswich | Salary: £28000 - £30000 per year | Job type: Permanent
Financial Planning Administrator in Suffolk employer: Recruit Wealth Limited
Contact Detail:
Recruit Wealth Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator in Suffolk
✨Tip Number 1
Network like a pro! Reach out to people in the financial planning industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to financial planning and be ready to discuss how your skills align with their mission. This shows you're genuinely interested and not just looking for any job.
✨Tip Number 3
Practice your communication skills! As a Financial Planning Administrator, you'll need to handle client correspondence and enquiries. Role-play with a friend or use online resources to sharpen your verbal and written communication.
✨Tip Number 4
Don’t forget to apply through our website! We love seeing applications that come directly from our platform. It shows initiative and makes it easier for us to track your application. Plus, you’ll get all the latest updates on our job openings!
We think you need these skills to ace Financial Planning Administrator in Suffolk
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Financial Planning Administrator role. Highlight your relevant experience in client correspondence and administration, as this will show us you understand what we're looking for.
Showcase Your Skills: We want to see your skills in action! Mention any experience you have with financial planning software or managing client records. This will help us see how you can fit into our team and contribute from day one.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate well-structured responses that are easy to read. Avoid jargon unless it's relevant to the role, and make sure your passion for the industry shines through!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Recruit Wealth Limited
✨Know Your Financial Stuff
Brush up on your knowledge of financial planning, pensions, and investments. Be ready to discuss how you can help clients achieve financial security. Familiarise yourself with common terms and processes, as this will show your enthusiasm and understanding of the role.
✨Showcase Your Communication Skills
Since client correspondence is key in this role, practice articulating your thoughts clearly and confidently. Prepare examples of how you've effectively communicated in previous roles, whether through written reports or verbal interactions. This will demonstrate your ability to handle client enquiries and requests.
✨Get Organised
As a Financial Planning Administrator, you'll be managing diaries and preparing client review packs. Bring a planner or digital tool to the interview to showcase your organisational skills. Discuss how you prioritise tasks and manage time effectively, which is crucial for supporting advisers.
✨Familiarise Yourself with IO Software
If you have experience with back-office support software, mention it! If not, do a bit of research on IO software and its functionalities. Showing that you're proactive about learning new tools will impress the interviewers and highlight your readiness to adapt to their systems.