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- Tasks: Support financial advisers by managing client communications and maintaining accurate records.
- Company: Boutique advice practice with a supportive team culture.
- Benefits: 22 days holiday, life cover, private medical insurance, and professional development support.
- Other info: Flexible working hours and opportunities for career advancement.
- Why this job: Join a progressive firm where your contributions directly impact clients' financial success.
- Qualifications: Experience in administration, strong communication skills, and attention to detail.
The predicted salary is between 36000 - 60000 £ per year.
My client is a boutique advice practice based on the outskirts of Bury St. Edmunds. My client is currently looking for an experienced administrator to join their existing team of financial planning support professionals, who support their advisers. Job Specification: You will take phone calls in a professional and courteous manner and deal with a range of enquiries or transfer to another member of staff where appropriate You will maintain up to date records of vital communication with providers and clients You will deal with queries onexisting business on behalf of advisers or clients You will manage the daily incoming post for advisers, ensuring copies are backed up and relevant information is added to my clients back-office system You will correspond directly with clients to make/adjust appointments and manage advisers diaries You will prepare client files including proposition documents, anti-money laundering evidence and agency transfer forms You will generate detailed and accurate material for review meetings, including portfolio reports, investment analysis and Dynamic Planner reports You will complete post client review tasks, includingoutcome letters, instructing transactions and ensure all regulatory requirements have been met You will provide a high standard of record keeping ensuring all cases are fully compliant and centralised company registers are updated You will process new business, liaising closely between the advisers and providers and ensuring that all compliance requirements are met You will run quotes on a range of platforms and across various products You will compile reports for existing business and new cases You will maintain a high standard of organisation, including emails, back-office systems, company spreadsheets and shared folders. Key Skills: Compliance & regulatory adherence Accurate record-keeping & case management Portfolio reporting & investment analysis New business processing & provider liaison Financial product knowledge & quoting systems Client communication & relationship management Professional telephone & written correspondence Great organisation & time management IT proficiency (back-office systems, spreadsheets, platforms) Problem-solving & query resolution Team collaboration & workflow coordination Benefits: 22 days holiday plus bank holiday (office closed at Christmas)
holiday allowance increases with service Death in Service life cover policy PMI Private Pensions Scheme 9:00 -17:30 office hours (with some flex and hybrid working) Professional qualifications supported and paid for A progressive firm who promotes from within
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Senior Financial Planning Administrator employer: Service Service Employment
Contact Detail:
Service Service Employment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior 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 job opening or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and think about how your skills in compliance, record-keeping, and client communication can shine through. Practise common interview questions so you can answer confidently.
✨Tip Number 3
Showcase your organisational skills! Bring examples of how you've managed complex tasks or improved processes in previous roles. This will demonstrate your ability to handle the daily demands of a Senior Financial Planning Administrator.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to submit your application and keep track of your progress. Plus, it shows you're serious about joining our team and ready to take the next step in your career.
We think you need these skills to ace Senior Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Financial Planning Administrator role. Highlight your experience in compliance, record-keeping, and client communication, as these are key skills we’re looking for.
Craft a Compelling Cover Letter: Your cover letter should tell us why you’re the perfect fit for our team. Share specific examples of how you've managed client relationships or handled compliance tasks in previous roles.
Showcase Your Organisation Skills: Since organisation is crucial for this role, mention any tools or methods you use to keep track of tasks and communications. We love seeing how you stay on top of things!
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. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Service Service Employment
✨Know Your Stuff
Make sure you brush up on financial products and compliance regulations. Being able to discuss these topics confidently will show that you're not just a great administrator, but also someone who understands the industry.
✨Showcase Your Organisation Skills
Prepare examples of how you've managed records and communications in previous roles. Highlighting your ability to keep everything organised and compliant will resonate well with the interviewers.
✨Practice Professional Communication
Since you'll be dealing with clients and advisers, practice your telephone and written correspondence skills. Role-play common scenarios to demonstrate your professionalism and courtesy during the interview.
✨Be Ready for Problem-Solving Questions
Think of specific instances where you've resolved queries or issues in the past. Being able to articulate your problem-solving process will show that you're proactive and capable of handling challenges effectively.