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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 prestigious firm and make a real impact in financial planning.
- Qualifications: Strong organisational skills, attention to detail, and good communication abilities.
- Other info: Exciting opportunity for career progression in a growing company.
The predicted salary is between 20000 - 28000 £ per year.
A dynamic and prestigious Wealth Management company based on the south coast are seeking a Trainee Financial Planning Administrator to join their team in this newly created role. The Trainee 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:
- 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.
Trainee 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 Trainee Financial Planning Assistant in Eastbourne
✨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 put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Be ready to discuss how your skills align with their needs, especially around client onboarding and data management. Show them you’re not just another candidate!
✨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! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about joining our team.
We think you need these skills to ace Trainee Financial Planning Assistant in Eastbourne
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trainee Financial Planning Assistant role. Highlight any relevant experience or skills that match the job description, like your organisational skills and attention to detail.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about this role and how your background makes you a great fit. Don’t forget to mention your understanding of financial services regulation!
Show Off Your Communication Skills: Since this role involves liaising with clients, make sure to showcase your confident communication skills in your application. Whether it's through your writing style or examples of past interactions, let us see your interpersonal flair!
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’re considered for this exciting opportunity with our growing team!
How to prepare for a job interview at Sarafin Partners
✨Know Your Stuff
Before the interview, make sure you understand the basics of financial planning and the specific responsibilities of a Trainee Financial Planning Assistant. Brush up on AML checks, client onboarding processes, and the importance of accurate data management. This will show your potential employer that you're genuinely interested in the role.
✨Show Off Your Organisational Skills
Since this role requires strong organisational and time management skills, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise your workload and ensure nothing falls through the cracks.
✨Communicate Confidently
Practice your communication skills before the interview. You’ll need to demonstrate confident interpersonal skills, especially when discussing how you would liaise with clients. Consider role-playing common interview questions with a friend to help you articulate your thoughts clearly and effectively.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the company culture, or how success is measured in this role. This not only shows your interest but also helps you gauge if the company is the right fit for you.
