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- Tasks: Support the financial planning team with client onboarding and data management.
- Company: Dynamic Wealth Management firm on the south coast, offering growth opportunities.
- Benefits: 28 days holiday, hybrid working, and a generous benefits package.
- Why this job: Join a growing firm and make a real impact in financial services.
- Qualifications: Experience with investment platforms and strong organisational skills.
- Other info: Exciting opportunity for career progression in a collaborative environment.
The predicted salary is between 36000 - 60000 £ per year.
A dynamic and prestigious Wealth Management company based on the south coast are seeking an experienced Financial Planning Administrator to join their team in this newly created role. The Senior Financial Planning Support Administrator is responsible for providing comprehensive administrative and operational support to the financial planning team. This role is critical in ensuring efficient client onboarding, accurate data management, smooth new business processing and consistently high standards of client service.
The main focus of the role will include:
- Onboard new clients, including completion of AML checks, issuing ATR Qs and setting up access to the client portal.
- Work directly with clients to obtain Letters of Authority.
- Gather accurate policy and valuation information and collate data for the back-office system and policy information schedules (RPQ).
- Submit new business and manage diaries through to completion, investment and final sign-off.
- Prepare and coordinate annual review documentation to support Financial Planners.
- Liaise with clients throughout the new business and account-opening process.
- Attend client meetings when required.
- Maintain clear, comprehensive notes to ensure recommended actions are followed through.
To succeed in this role, the individual will need:
- Knowledge of investment platforms such as Transact, Fidelity, Elevate (or similar).
- Strong organisational and time management skills.
- Excellent attention to detail and accuracy.
- Confident communication and interpersonal skills.
- Ability to work independently and collaboratively within a small team.
- Good understanding of financial services regulation and compliance requirements.
This is a fantastic opportunity to join a growing firm at an exciting stage of its development. The successful candidate will be a key part of the business, with the opportunity to take on increased responsibility, develop specialist knowledge and progress as the firm grows. The successful candidate can expect a generous benefits package which includes 28 days holiday and a hybrid working situation.
Senior Financial Planning Assistant in Eastbourne employer: Sarafin Partners
Contact Detail:
Sarafin Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planning Assistant in Eastbourne
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you stand out as someone who genuinely wants to be part of their team.
✨Tip Number 3
Practice your communication skills! Since this role involves liaising with clients, being able to articulate your thoughts clearly is key. Try mock interviews with friends or family to boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you along the way, and applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Senior Financial Planning Assistant in Eastbourne
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Financial Planning Assistant role. Highlight your experience with client onboarding, data management, and any relevant investment platforms you've worked with. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your background makes you a great fit for our team. Don’t forget to mention your organisational skills and attention to detail – they’re key for this role!
Show Off Your Communication Skills: Since this role involves liaising with clients and attending meetings, make sure to showcase your confident communication style in your application. Whether it's through your CV or cover letter, let us know how you effectively interact with clients and colleagues.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at Sarafin Partners
✨Know Your Financial Platforms
Make sure you brush up on your knowledge of investment platforms like Transact, Fidelity, and Elevate. Be ready to discuss how you've used these or similar systems in your previous roles, as this will show your familiarity with the tools they'll expect you to use.
✨Demonstrate Your Organisational Skills
Prepare examples that showcase your strong organisational and time management skills. Think about times when you successfully managed multiple tasks or projects simultaneously, and be ready to share how you prioritised your workload.
✨Communicate Confidently
Since this role involves liaising with clients, practice your communication skills. Be prepared to explain complex financial concepts in simple terms, and think of scenarios where you’ve effectively communicated with clients or team members.
✨Understand Compliance Requirements
Familiarise yourself with financial services regulations and compliance requirements. Be ready to discuss how you’ve ensured compliance in your past roles, as this will demonstrate your understanding of the importance of regulatory standards in financial planning.
