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- Tasks: Support the Advice Operations Team with admin tasks and client communication.
- Company: Join a purpose-led wealth manager focused on high-net-worth business owners.
- Benefits: Enjoy remote work flexibility and opportunities for personal growth.
- Why this job: Kickstart your finance career in a dynamic, collaborative environment with coaching support.
- Qualifications: Strong organizational skills and a Level 3 qualification in finance or related fields required.
- Other info: Expect responses to applications in January 2025 due to the festive period.
The predicted salary is between 16200 - 19800 £ per year.
Financial Planning Administrator
Location: Remote/UK
Salary: Up to £27,000
Reports To: Planning & Advice Manager
Role Overview:
This role is ideal for individuals starting or in the early stages of their career in Financial Advice or Advice Operations. As a Financial Planning Administrator for a purpose-led wealth manager serving high-net-worth business owners, you will play a foundational role in the advice process. You will assist with administrative tasks to support Paraplanners, Advisers, and their clients. This position offers an opportunity to learn the fundamentals of Advice and Advice Operations in a dynamic and purpose-driven environment.
Key Responsibilities:
- Support the Advice Operations Team & Advice Team with daily tasks.
- Handle Adviser & Third-Party email correspondence via a shared mailbox.
- Handle incoming and outgoing telephone calls, ensuring clear and courteous communication.
- Draft, proofread, and send letters as required.
- Organise, maintain, and update client files using Zoho WorkDrive.
- Sort, distribute, and manage outgoing and incoming post efficiently.
- Organise and maintain client records using Zoho CRM.
- Complete basic AML checks on client identification.
- Compile MI data into spreadsheets for Senior Managers.
- Maintain compliance with financial regulations and internal policies.
- Shadow junior paraplanners to develop knowledge of financial services.
Skills and Qualifications:
- Strong organisational skills and attention to detail.
- Excellent written and verbal communication abilities.
- Proficiency in Microsoft Office (Word, Excel, Outlook).
- Willingness to learn and complete relevant qualifications (e.g., CII/CISI/LIBF).
- Minimum of a Level 3 qualification (e.g. A-Level, BTEC) – ideally in a finance, business or economics related field of study.
- Previous financial services experience is desired.
- The ideal candidate will currently be working in an IFA Administrator role (or similar).
- A desire to progress into a paraplanning role in the future would be advantageous
Culture and values
- To be part of a highly collaborative and high performing remote team
- To be open to learning about alignment of personal values with the business, personal growth and learning.
- To participate in monthly coaching sessions with the founders.
- To engage with the Six Degrees ‘Purpose & Potential’ coaching framework.
**Due to the festive period we aim to respond to applicants in January 2025**
Financial Planning Administrator employer: Six Degrees
Contact Detail:
Six Degrees Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Familiarize yourself with the financial services industry, especially focusing on wealth management and advice operations. Understanding the basics of financial planning will help you engage in meaningful conversations during the interview.
✨Tip Number 2
Highlight your organizational skills and attention to detail in any discussions or networking opportunities. These are crucial for the role, and demonstrating them can set you apart from other candidates.
✨Tip Number 3
If you have experience with Zoho WorkDrive or CRM systems, be sure to mention it. Familiarity with these tools can give you an edge, as they are essential for managing client records and correspondence.
✨Tip Number 4
Show your willingness to learn and grow within the company. Expressing a desire to pursue relevant qualifications like CII or CISI can demonstrate your commitment to the field and your future potential as a paraplanner.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the responsibilities of a Financial Planning Administrator. Emphasize your organizational skills, attention to detail, and any previous experience in financial services.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your willingness to learn and how your values align with the company's purpose-driven approach.
Highlight Communication Skills: Since excellent written and verbal communication is crucial for this role, provide examples in your application that demonstrate your ability to communicate clearly and courteously, especially in handling correspondence.
Show Willingness to Learn: Express your eagerness to develop your knowledge in financial services and your commitment to completing relevant qualifications. This will show that you are proactive and dedicated to your career growth.
How to prepare for a job interview at Six Degrees
✨Show Your Organisational Skills
As a Financial Planning Administrator, strong organisational skills are crucial. Be prepared to discuss specific examples of how you've managed tasks or projects in the past, highlighting your attention to detail and ability to prioritise effectively.
✨Demonstrate Communication Abilities
Since the role involves handling correspondence and calls, it's important to showcase your written and verbal communication skills. Practice articulating your thoughts clearly and consider preparing a brief introduction about yourself that reflects your communication style.
✨Express Your Willingness to Learn
This position is ideal for those early in their career, so make sure to convey your eagerness to learn and grow within the financial services sector. Mention any relevant qualifications you plan to pursue, such as CII or CISI, to show your commitment to professional development.
✨Align with Company Values
Research the company's culture and values, especially their focus on purpose and personal growth. Be ready to discuss how your personal values align with theirs and how you can contribute to a collaborative and high-performing remote team.
