At a Glance
- Tasks: Support a Financial Planner by managing client reviews and maintaining accurate financial records.
- Company: Reputable Chartered Financial Planning practice with a focus on high-net-worth clients.
- Benefits: Hybrid working, professional qualification support, and a generous remuneration package.
- Other info: Great career development opportunities in a positive work environment.
- Why this job: Join a friendly team and make a real impact in the financial planning sector.
- Qualifications: Experience in financial administration and knowledge of pensions and investments required.
The predicted salary is between 30000 - 40000 £ per year.
Due to an internal promotion and growth my client, an established and highly regarded Chartered Financial Planning practice, currently seek an experienced Financial Planning Administrator to support a talented Financial Planner on a one to one basis who primarily operates in the HNW field.
Key Responsibilities
- Coordinate and manage client review processes, including scheduling, documentation gathering, and preparation
- Maintain accurate and up-to-date client records and financial information within back‑office systems
- Support the adviser with the delivery of regulated financial advice, ensuring documentation is complete and compliant
- Manage new business processing, proactively progressing cases and chasing providers
- Liaise with pension providers, platforms, and third parties to obtain updates and information
- Support activities such as letters of authority, fund switches, top‑ups, withdrawals, and ongoing servicing
- Maintain and update CRM systems (e.g. Intelliflo or similar) accurately
- Assist with platform administration, including transfers and investments
- Act as a central coordination point between clients, advisers, and internal teams
- Deliver a high‑quality client experience through professional communication and organisation
Applicants must possess support / administration experience from the IFA sector with proven experience providing financial planning support, client servicing, and administration. You will possess solid knowledge of pensions, investments, and financial planning processes along with experience of using back‑office / CRM systems such as Intelliflo. In return you will be rewarded with a friendly and positive working environment, hybrid working, support towards professional qualifications, generous remuneration package and long‑term opportunity for career development.
Financial Planning Administrator in Glasgow employer: SecsintheCity
Join a highly regarded Chartered Financial Planning practice that values its employees and fosters a supportive work culture. With a focus on professional growth, you will benefit from hybrid working arrangements, a generous remuneration package, and opportunities for career advancement while working closely with a talented Financial Planner in the HNW field.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator in Glasgow
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector. Let them know you're on the lookout for opportunities, and who knows? They might just have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially since they’re a Chartered Financial Planning practice. Be ready to discuss how your experience aligns with their needs, particularly in client servicing and administration.
✨Tip Number 3
Showcase your skills! If you’ve got experience with CRM systems like Intelliflo, make sure to highlight that. Bring examples of how you’ve maintained accurate records and supported financial planners in the past.
✨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 take the initiative to connect directly with us.
We think you need these skills to ace Financial Planning Administrator in Glasgow
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planning Administrator role. Highlight your experience in the IFA sector and any relevant skills that match the job description. We want to see how your background aligns with what we're looking for!
Showcase Your Skills:In your cover letter, showcase your skills in client servicing and administration. Mention specific examples of how you've managed client records or supported financial planners in the past. This helps us see your potential impact on our team!
Be Professional Yet Personable:When writing your application, strike a balance between professionalism and a friendly tone. We value communication skills, so let your personality shine through while maintaining a professional approach. It’s all about making a great first impression!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at SecsintheCity
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning, pensions, and investments. Familiarise yourself with the specific back-office systems mentioned in the job description, like Intelliflo. This will show that you're not just interested in the role but also prepared to hit the ground running.
✨Showcase Your Experience
Be ready to discuss your previous experience in the IFA sector. Prepare examples of how you've managed client review processes or supported advisers in delivering financial advice. Specific anecdotes can really help illustrate your skills and make you stand out.
✨Demonstrate Your Organisational Skills
Since the role involves coordinating between clients, advisers, and internal teams, highlight your organisational abilities. You might want to share how you've successfully managed multiple tasks or projects simultaneously in past roles. This will reassure them that you can handle the demands of the position.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the company culture, team dynamics, or the specific challenges they face in the HNW field. This shows that you're genuinely interested in the role and helps you assess if it's the right fit for you too.
