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For Companies At a Glance
- Tasks: Support financial planning by managing client portfolios and data, ensuring accuracy and compliance.
- Company: Join a dynamic wealth management practice focused on client success and innovative investment strategies.
- Benefits: Gain hands-on experience, mentorship from experts, and clear career progression opportunities.
- Why this job: Perfect for finance grads eager to dive into real-world investment strategies and client interactions.
- Qualifications: Degree in Finance or Economics; 12-24 months in financial services; strong analytical and communication skills.
- Other info: Work with top investment platforms and contribute to process improvements in a collaborative team.
The predicted salary is between 28800 - 43200 £ per year.
Financial Planning Support Administrator (Perfect for an ambitious finance or economics graduate looking to deepen their experience in wealth management)
About the role: You\’ll be working at the heart of our financial planning team, helping to turn data, analysis, and client goals into actionable investment strategies. This is a hands‑on role where you\’ll gain exposure to client portfolios, investment platforms, compliance processes, and the day‑to‑day running of a busy wealth management practice.
This role is ideal for someone with a grounding in finance or economics, perhaps in their first role in the sector, who\’s ready to step up, work closely with experienced Financial Planners, and start shaping their career towards paraplanning, compliance, or advisory work.
What you\’ll do
Client and Portfolio Support
- Coordinate new client onboarding, including AML checks and account setup.
- Liaise with clients and providers to obtain investment valuations and policy details.
- Manage portfolio data and ensure all information is accurate and up to date.
- Prepare review packs for annual client meetings, giving you insight into real‑world portfolio performance and strategy.
Data, Systems & Reporting
- Maintain our financial planning software (Intelliflo) and ensure client records are always accurate.
- Work with investment platforms such as Transact, Fidelity, and Elevate.
- Produce reports and summaries that help our Financial Planners provide high‑quality, personalised advice.
Project & Process Management
- Monitor the progress of new investments and transfers from initiation to completion.
- Ensure compliance paperwork is complete and aligned with FCA regulations.
- Support process improvements to make the client journey smoother and more efficient.
What you\’ll bring
- A degree in Finance, Economics, or a related discipline.
- 12-24 months\’ experience in financial services, investment administration, or a related field.
- Strong analytical skills, with an eye for accuracy and detail.
- Confidence in using Excel and an interest in learning financial planning systems.
- Excellent communication skills — you\’ll be speaking with clients, providers, and colleagues daily.
Why join us?
- Direct exposure to investment strategy, client portfolios, and financial planning processes.
- Mentoring from experienced Financial Planners with a track record of developing talent.
- Clear progression routes into paraplanning, compliance, or advisory roles.
- A collaborative, growth‑minded team environment.
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Finance Administrator employer: Recruitment South East
Contact Detail:
Recruitment South East Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Administrator
✨Tip Number 1
Familiarise yourself with financial planning software like Intelliflo, as well as investment platforms such as Transact and Fidelity. Having a good understanding of these tools will not only boost your confidence but also demonstrate your readiness to hit the ground running.
✨Tip Number 2
Network with professionals in the finance and wealth management sectors. Attend industry events or join relevant online forums to connect with experienced Financial Planners who can provide insights and potentially refer you to opportunities at StudySmarter.
✨Tip Number 3
Brush up on your compliance knowledge, particularly around FCA regulations. Understanding the regulatory environment will show that you're serious about the role and ready to contribute to the team's success from day one.
✨Tip Number 4
Prepare to discuss real-world examples of how you've used your analytical skills in previous roles or projects. Being able to articulate your experience with data analysis will set you apart and highlight your suitability for the Finance Administrator position.
We think you need these skills to ace Finance Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in finance or economics. Emphasise any roles or projects that involved client interaction, data analysis, or investment administration to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for finance and your eagerness to learn. Mention specific skills that relate to the role, such as your analytical abilities and familiarity with financial planning software.
Highlight Relevant Experience: In your application, detail any previous experience in financial services or related fields. Include examples of how you've managed data, supported clients, or contributed to process improvements.
Showcase Communication Skills: Since the role involves liaising with clients and colleagues, demonstrate your communication skills in your application. Use clear and concise language, and consider including examples of successful interactions or teamwork.
How to prepare for a job interview at Recruitment South East
✨Showcase Your Analytical Skills
As a Finance Administrator, strong analytical skills are crucial. Be prepared to discuss specific examples from your studies or previous roles where you demonstrated your ability to analyse data and draw meaningful conclusions.
✨Familiarise Yourself with Financial Software
Since the role involves using financial planning software like Intelliflo, it’s beneficial to have a basic understanding of such tools. If you’ve used similar software or have experience with Excel, make sure to highlight this during the interview.
✨Prepare for Client Interaction Scenarios
Given that the role requires excellent communication skills, think about how you would handle various client scenarios. Prepare to discuss how you would manage client onboarding or address client queries effectively.
✨Understand Compliance and Regulatory Frameworks
Knowledge of compliance processes is essential in this role. Brush up on FCA regulations and be ready to explain how you would ensure compliance in your day-to-day tasks, demonstrating your readiness to contribute to the team.
