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For Companies At a Glance
- Tasks: Support Financial Advisers with admin tasks like client reviews and processing new business.
- Company: Join a progressive IFA/Wealth Management company known for its great work environment.
- Benefits: Enjoy a competitive salary and attractive employee benefits.
- Why this job: Be part of a quality employer that values collaboration and offers growth opportunities.
- Qualifications: Experience in financial planning administration and familiarity with Intelligent Office required.
- Other info: Position based in Taunton; must be within a commutable distance.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Our client is a progressive IFA / Wealth Management company, looking for a Financial Planning Administrator to join their team in Taunton. They enjoy and great place to work environment and are widely regarded as being a quality employer.
You will be required to work in collaboration with Financial Advisers and other colleagues to process new and existing business, while also providing full administrative support in accordance with administrative processes.
This can include client Reviews, processing of new business, preparation of compliance/ provider documentation, fund switches, plan withdrawals, obtaining fund values from providers, answering client queries etc.
The Candidate will need: –
- Administration experience of the Financial Planning process
- Experience of Intelligent Office
- Commutable distance to Taunton
In return
There’s an attractive package on offer including a competitive salary plus employee benefits
Financial Planning Administrator employer: Resource Matters Ltd
Contact Detail:
Resource Matters Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Familiarise yourself with the Financial Planning process and the specific tasks mentioned in the job description. Understanding how to process new business and prepare compliance documentation will give you an edge during interviews.
✨Tip Number 2
If you have experience with Intelligent Office, be ready to discuss it in detail. Highlight any specific projects or tasks where you used this software, as it’s a key requirement for the role.
✨Tip Number 3
Network with current or former employees of the company on platforms like LinkedIn. They can provide insights into the company culture and what they value in candidates, which can help you tailor your approach.
✨Tip Number 4
Prepare questions to ask during the interview that demonstrate your interest in the role and the company. Inquire about their administrative processes or how they support their Financial Advisers, showing that you’re proactive and engaged.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and requirements of the Financial Planning Administrator position. Tailor your application to highlight relevant experience in administration and financial planning.
Highlight Relevant Experience: Make sure to emphasise any previous administration experience, particularly within the financial planning sector. Mention specific tasks you've handled that align with the job description, such as processing new business or preparing compliance documentation.
Showcase Your Skills: If you have experience with Intelligent Office or similar software, be sure to mention it. Highlight any skills that demonstrate your ability to collaborate effectively with Financial Advisers and manage client queries.
Craft a Compelling Cover Letter: Write a cover letter that not only introduces yourself but also explains why you're a great fit for this role. Use specific examples from your past work to illustrate your capabilities and enthusiasm for the position.
How to prepare for a job interview at Resource Matters Ltd
✨Know Your Financial Planning Basics
Brush up on your knowledge of financial planning processes and terminology. Being able to discuss concepts like fund switches, compliance documentation, and client reviews will show that you understand the role and can contribute effectively.
✨Familiarise Yourself with Intelligent Office
Since experience with Intelligent Office is a requirement, make sure you are well-versed in its functionalities. If you have used it before, be prepared to share specific examples of how you utilised it in your previous roles.
✨Demonstrate Team Collaboration Skills
This role involves working closely with Financial Advisers and colleagues. Be ready to provide examples of how you've successfully collaborated in past positions, highlighting your communication skills and ability to work as part of a team.
✨Prepare Questions for the Interviewers
Show your interest in the company by preparing thoughtful questions about their culture, the team you'll be working with, and their approach to financial planning. This not only demonstrates your enthusiasm but also helps you assess if it's the right fit for you.
