At a Glance
- Tasks: Provide advanced support to financial planners and manage client relationships.
- Company: Boutique advice practice in East Suffolk with a friendly atmosphere.
- 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: Experience in financial planning support and strong technical knowledge required.
The predicted salary is between 36000 - 60000 £ 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 my client's 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 London employer: Service Service
Join a boutique advice practice in the picturesque East of Suffolk, where you will be part of a supportive and experienced team dedicated to delivering exceptional financial planning services. With a competitive salary, generous holiday allowance, and opportunities for professional development, this role not only offers a chance to enhance your skills but also to mentor junior colleagues in a friendly and collaborative work environment. Enjoy the benefits of free parking and a commitment to compliance and excellence in client service, making this an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planner Support in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world 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 brushing up on your technical knowledge of financial products and platforms. Be ready to discuss how your experience aligns with the responsibilities of the Senior Financial Planner Support role, especially around mentoring and supporting junior staff.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed complex client cases or reports. This will demonstrate your ability to handle the advanced support needed in this role.
✨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 are proactive about their job search!
We think you need these skills to ace Senior Financial Planner Support in London
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 Technical Skills:Since this role requires advanced technical support, be sure to showcase your knowledge of financial products and platforms. Mention your experience with Intelligent Office and any specific tools you've used that relate to the job. We love seeing candidates who can hit the ground running!
Highlight Your Mentoring Experience:If you've mentored or supported junior colleagues before, make it known! This role involves guiding others, so share examples of how you've helped develop team members in the past. We value teamwork and growth at StudySmarter.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, we can't wait to hear from you!
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.
✨Prepare for Complex Scenarios
Since you'll be preparing complex client reports and suitability letters, practice explaining these processes clearly. Think about how you would approach a case and be ready to share your thought process during the interview.
✨Showcase Your Mentoring Skills
Highlight any experience you have in mentoring or supporting junior colleagues. Be prepared to discuss specific examples of how you've helped others develop their skills, as this is a key part of the role.
✨Understand FCA Regulations
Familiarise yourself with FCA regulations and company standards relevant to financial planning. Demonstrating your understanding of compliance will reassure the interviewers that you can maintain high standards in your work.
