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- Tasks: Support Financial Planners with administration and ensure client information is up to date.
- Company: Fast-growing, PE-backed financial planning firm with a supportive culture.
- Benefits: 28 days holiday, private medical insurance, hybrid working, and up to 10% annual bonus.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Experience in financial administration and strong communication skills.
- Other info: Excellent career growth opportunities and a professional working environment.
The predicted salary is between 28800 - 43200 £ per year.
Recruit Wealth are delighted to be representing our fast growing, PE backed, national Financial Planning client with offices throughout the UK.
Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Cardiff, these are newly created roles to boost additional headcount.
The primary role of the Administrator is to support the Financial Planners and Paraplanners with the administration involved in the implementation of advice service. You will have key responsibility for ensuring client information is kept up to date and the Financial planners have everything needed in order to deliver exceptional service to clients
Role Responsibilities
- Ownership of the new business application process
- Process new business within target/service level agreements
- Engage with providers and other 3rd parties to ensure that new business can be processed timely and effectively
- Work collaboratively and communicate effectively with internal colleagues as well as external professionals such as providers, solicitors and accountants
- Action Letters of Authority and Transfer of Authority, following through with providers to ensure policy information is received
- Ensure that the correct documentation is provided to clients and providers and that internal systems contain a full record of all action taken
- Assist Financial Planners in actively chasing and providing updates on pipeline business when requested
- Work collaboratively with colleagues across the business to ensure that Financial Planners are prepared for client meetings.
- Answer telephone calls, ensuring that client, Financial Planner or 3rd party contact is effectively and compliantly fulfilled
- Action post in and out daily (when required). Sort, prioritise on receipt, scan and allocate appropriately.
- Issue documentation in line with company procedure
- Ensure that client complaints and/or breaches are escalated immediately to management/compliance
- Endeavour to deal with system generated tasks on the date due, ensuring that issues are escalated
- Ensure comprehensive client information is maintained in the back-office system.
Benefits
28 days holiday plus Bank Holidays, Death in Service, Private Medical Insurance, Group Income Protection, Employee Assistance Program, Medicash, Private Pension, Discretionary, up to 10% company annual bonus on top of salary, Hybrid/Work from home, Full support for further professional qualifications.
A very generous salary is being offered, company bonus, excellent benefits as well as a professional and encouraging working culture are all available with this national brand.
Home/office hybrid working is fully supported during the working week.
Due to their strategic growth and future recruitment, the business will be highly attractive to all prospective candidates, there has never been a better time to join than now.
Staff retention is second to none with our client, we have represented them for years with excellent success.
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Financial Planning Administrator employer: SecsintheCity
Contact Detail:
SecsintheCity Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning 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 responses to common interview questions, especially those related to financial planning. We can help you with mock interviews to boost your confidence and ensure you’re ready to impress.
✨Tip Number 4
Don’t forget to follow up after your interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role and keeping you top of mind for the hiring team.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Administrator role. Highlight relevant experience and skills that match the job description, like your ability to manage client information and support financial planners.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role. Mention your enthusiasm for the financial planning sector and how you can contribute to delivering exceptional service.
Showcase Your Communication Skills: Since this role involves collaborating with various professionals, emphasise your communication skills in your application. Share examples of how you've effectively worked with colleagues or clients in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at SecsintheCity
✨Know Your Stuff
Make sure you understand the role of a Financial Planning Administrator inside out. Familiarise yourself with the key responsibilities mentioned in the job description, like processing new business applications and maintaining client information. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your Communication Skills
Since the role involves engaging with various stakeholders, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated with colleagues or clients in the past. This will demonstrate your ability to work collaboratively and fulfil client needs, which is crucial for this role.
✨Prepare Questions
Interviews are a two-way street, so come armed with thoughtful questions about the company culture, team dynamics, and growth opportunities. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
✨Dress the Part
Even if the company supports hybrid working, it's important to dress professionally for the interview. A smart appearance can make a great first impression and shows that you take the opportunity seriously. Aim for business casual to strike the right balance.
