At a Glance
- Tasks: Support Financial Planners and build strong client relationships in a dynamic team.
- Company: Join Wealth Matters, an award-winning financial planning firm with a collaborative culture.
- Benefits: Competitive salary, bonuses, 26.5 days holiday, hybrid working, and support for professional exams.
- Other info: Exciting opportunities for career growth in a progressive and ambitious firm.
- Why this job: Make a real impact in clients' financial journeys while growing your career.
- Qualifications: Customer service experience, strong communication skills, and a proactive attitude.
The predicted salary is between 30000 - 37000 £ per year.
The Role: I am recruiting a Financial Planning Assistant (Client Relationship Manager) on behalf of Wealth Matters, a leading independent Financial Planning firm based in Luton (LU1). Working in a collaborative, fast-paced, and client-focused team, you will support the Financial Planners and Paraplanners with delivering an exceptional financial planning service to Wealth Matters clients. The Financial Planning Assistant (internally titled Client Relationship Manager) helps to maintain and develop client relationships, preparing for and arranging meetings for the Financial Planners and actioning all tasks arising from these meetings, ensuring all work is completed to a high standard and within tight deadlines.
The Person: The successful candidate will be intelligent, eager to learn, adaptable, proactive, organized, and detail-oriented. They will possess exceptional relationship-building, customer service, and administrative skills. Articulate, analytical, and aspirational, they will be motivated to contribute significantly to the growth of a progressive and ambitious firm, feeling invested in, valued, and rewarded accordingly.
Salary and Benefits: GBP30-37,000 (depending on experience) + bonus based on individual and company performance + 26.5 days holiday + bank holidays + pension + hybrid working. We are happy to support professional exams, which can lead to salary increases upon passing.
The Company: Wealth Matters is an award-winning, innovative, and ambitious Accredited Financial Planning firm, repeatedly voted a top 100 Financial Planning firm. Since 1999, they have provided bespoke financial, estate, and investment planning to help clients achieve financial freedom.
Responsibilities include:
- Supporting Financial Planners in delivering exceptional financial planning services.
- Developing client relationships, arranging meetings, and being the main point of contact for client queries.
- Assisting with pre- and post-meeting preparation, including researching client arrangements, collating documents, producing compliant illustrations and application forms, and completing actions such as fund switches and withdrawals.
- Processing new business applications and supporting documentation.
- Contract administration for recommended products (pensions, ISAs, investments, bonds, protection).
- Producing management information and maintaining client data on the back-office system.
- Supporting general administration and the development of standard operating procedures.
Skills and experience required include:
- Experience in a customer service support role in a professional services environment (financial planning experience is not essential; training will be provided).
- Intelligence, ambition, proactivity, adaptability, and a willingness to learn.
- Strong relationship-building and customer service skills, tact, trustworthiness, diplomacy, and confidentiality.
- Professional appearance, confident communication skills, both verbal and written.
- Ability to work independently, set goals, manage workflow, and meet deadlines.
- Analytical skills, excellent administrative and organizational skills, keen eye for detail.
- Proficiency with MS Office and strong technological and mathematical aptitude.
- A team player eager to contribute to the company's success.
Financial Planning Administrator in London employer: SecsintheCity
Wealth Matters is an exceptional employer, offering a dynamic and supportive work environment in Luton where collaboration and client focus are at the heart of our operations. With a commitment to employee growth through professional development opportunities and a competitive benefits package, including hybrid working and generous holiday allowances, we ensure that our team members feel valued and rewarded for their contributions. Join us to be part of an award-winning firm that prioritises innovation and excellence in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry and let them know you're on the hunt for a role. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching Wealth Matters thoroughly. Understand their values, services, and recent achievements. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your relationship-building skills! Since this role is all about client interactions, think of examples from your past experiences where you've successfully managed client relationships or resolved issues.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people at Wealth Matters. Plus, it shows you're serious about joining their ambitious team.
We think you need these skills to ace Financial Planning Administrator in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Financial Planning Administrator. Highlight any relevant experience in customer service and administration, and don’t forget to showcase your relationship-building skills!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and the company. Mention how your skills align with what Wealth Matters is looking for, and show us why you’re the perfect fit.
Show Off Your Attention to Detail:In a role that requires high standards and tight deadlines, attention to detail is key. Make sure your application is free from typos and errors. This will demonstrate your organisational skills and professionalism right from the start!
Apply Through Our Website:We love it when candidates apply directly through our website! It helps us keep track of applications and ensures you get the best possible experience. So, don’t hesitate – submit your application today!
How to prepare for a job interview at SecsintheCity
✨Know Your Stuff
Before the interview, make sure you understand Wealth Matters and their approach to financial planning. Familiarise yourself with their services and values, so you can demonstrate how your skills align with their mission.
✨Show Off Your People Skills
As a Financial Planning Administrator, relationship-building is key. Prepare examples of how you've successfully managed client relationships in the past. Be ready to discuss how you handle difficult situations with clients while maintaining professionalism.
✨Be Organised and Proactive
Wealth Matters values adaptability and proactivity. During the interview, share instances where you took the initiative to improve processes or solve problems. Highlight your organisational skills by discussing how you manage multiple tasks and deadlines effectively.
✨Ask Smart Questions
At the end of the interview, have a few thoughtful questions prepared. This shows your interest in the role and the company. You might ask about their approach to professional development or how they measure success in the Financial Planning team.
