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- Tasks: Provide advanced support to financial planners and manage client relationships.
- Company: Boutique advice practice in East Suffolk with a friendly team.
- Benefits: Competitive salary, 25 days holiday, pension scheme, and professional development.
- Other info: Supportive environment with opportunities for mentoring and career growth.
- Why this job: Join a growing team and make a real impact in financial planning.
- Qualifications: Extensive experience in financial planning support and strong technical knowledge.
The predicted salary is between 35000 - 45000 £ per year.
My client is a boutique advice practice based in the East of Suffolk. They are currently looking for an experienced Senior Financial Planning Support Administrator who is capable of hitting the ground running to help bolster their existing team of advice administration professionals. This is a new position to add some needed support resource to a busy and growing team.
You will join an already experienced team of administrators, supporting them and the business's team of four advisers in this position focused on administrative support.
The Role: The Senior Financial Planner Support position is designed for an experienced individual who can provide a higher level of technical and administrative support to my client's advisers. You will be expected to take greater ownership of client cases, demonstrate a deeper understanding of financial products, and help guide and mentor junior team members.
Key Responsibilities:
- Provide advanced technical and administrative support to financial planners.
- Prepare complex client reports and suitability letters.
- Conduct product and platform research, offering technical input for client recommendations.
- Manage relationships with clients and providers at a senior level.
- Ensure all work complies with FCA regulations and company standards.
- Support the training and development of junior and lead support staff.
Requirements:
- Extensive experience in a financial planning or IFA support role.
- Experience of using Intelligent Office.
- CII Level 4 Diploma in Regulated Financial Planning (desirable).
- Strong technical knowledge of financial products, platforms, and providers.
- Excellent organisational, analytical, and communication skills.
- Ability to work independently and take initiative.
- Experience mentoring or supporting the development of colleagues.
What my client offers:
- Competitive salary and benefits package.
- 25 days holiday plus bank holidays.
- Pension scheme.
- Professional development opportunities, with study support where relevant.
- A supportive and friendly working environment, in a good location, with free parking.
Senior Financial Planner Support in England employer: Service Service
Contact Detail:
Service Service Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planner Support in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your skills! When you get the chance to chat with potential employers, highlight your experience with Intelligent Office and your technical knowledge of financial products. Make sure they see how you can hit the ground running in their busy team.
✨Tip Number 3
Prepare for interviews by brushing up on FCA regulations and company standards. Be ready to discuss how you’ve ensured compliance in your previous roles. This will show that you’re not just experienced but also detail-oriented and responsible.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Senior Financial Planner Support role. Plus, it’s a great way to show your enthusiasm for joining our supportive and friendly environment.
We think you need these skills to ace Senior Financial Planner Support in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Financial Planner Support role. Highlight your experience in financial planning and any relevant qualifications, like the CII Level 4 Diploma. We want to see how your skills match what we're looking for!
Showcase Your Experience: In your application, don’t just list your previous jobs. Instead, showcase specific examples of how you've provided technical and administrative support in past roles. We love seeing real-life applications of your skills!
Be Clear and Concise: When writing your cover letter, keep it clear and concise. We appreciate straightforward communication, so get to the point while still showing your personality. Let us know why you’re excited about this opportunity!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Service Service
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products and platforms. Being able to discuss these confidently will show that you can hit the ground running and provide the technical support needed for the role.
✨Demonstrate Your Mentoring Skills
Since the role involves guiding and mentoring junior team members, be prepared to share examples of how you've supported colleagues in the past. This will highlight your leadership abilities and commitment to team development.
✨Prepare for Technical Questions
Expect questions that test your understanding of complex client reports and suitability letters. Practise explaining your thought process when preparing these documents, as it will demonstrate your analytical skills and attention to detail.
✨Showcase Your Organisational Skills
In a busy environment, strong organisational skills are key. Be ready to discuss how you manage multiple tasks and prioritise effectively, especially when working independently or under pressure.