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- Tasks: Support clients by managing financial information and preparing reports for advisors.
- Company: Join Gardner Wealth Management, a successful St. James's Place Senior Partner Practice.
- Benefits: Enjoy hybrid working, training support, and opportunities for professional qualifications.
- Why this job: Be part of a dynamic team that values client service and personal growth.
- Qualifications: Previous experience in financial services is preferred; strong communication and IT skills are essential.
- Other info: Standard financial and identity checks will be conducted for successful candidates.
The predicted salary is between 28000 - 32000 £ per year.
Location - Horsley, Near Wylam (NE15)
Hours - Full time, Hybrid working pattern if required
Salary - £28,000 - £32,000 depending on experience
Gardner Wealth Management, a St. James's Place Senior Partner Practice near Newcastle is looking to appoint an experienced Financial Services Administrator/Paraplanner to join our growing team. Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives.
You will be providing technical expertise to support and assist in this process, your role will include collating client information, research and analysis, preparing suitability letters, illustrations and reports for client meetings, managing cases to completion, and working with internal processing systems.
The Role:
- You will be a friendly, efficient, and professional point of contact for clients and third parties dealing with general enquiries.
- You will assist in producing compliant financial planning reports for our Financial Advisors/Partners to present to clients.
- You will be transacting client investments ensuring supporting documentation and back-office systems are updated.
- You will need to ensure that all business is being processed accurately, and client files remain compliant at all times.
- Processing new business applications for all products using bespoke software, liaising with SJP admin teams to resolve any queries.
- Sending out letters of authority to companies and chasing up their replies.
- Using Salesforce CRM to accurately record all client activity, adhering to compliance guidelines.
The Practice will support and fund your training and development, offering the opportunity to progress within the SJP Accreditation framework and to advance your career by taking professional qualifications to achieve the Diploma in Personal Financial Services (DipPFS).
The Person:
This is an interesting and challenging role that would suit a confident, numerate, and professional individual who enjoys research and analysis, using their initiative and has a “can do” working style.
- Ideally you will have some previous experience in a Financial Services administrative role.
- If you have already started studying towards your Diploma it would be an advantage, although not essential.
- You should be a highly motivated individual who shows initiative and enthusiasm.
- You should have excellent communication skills, are confident in liaising with third parties and can work with total discretion.
- You should have strong IT skills and adapt efficiently to new systems.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Locations
Financial Services Administrator / Paraplanner employer: St. James's Place Wealth Management
Contact Detail:
St. James's Place Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator / Paraplanner
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the products and solutions offered by St. James's Place. Understanding their offerings will help you engage in meaningful conversations during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services sector, particularly those who work as paraplanners or administrators. Attend industry events or join relevant online forums to gain insights and potentially get referrals that could boost your application.
✨Tip Number 3
Brush up on your IT skills, particularly with Salesforce CRM and any other software commonly used in financial services. Being proficient in these systems can set you apart from other candidates and show that you're ready to hit the ground running.
✨Tip Number 4
Prepare for the interview by practising common questions related to compliance and client management in financial services. Being able to articulate your understanding of these areas will demonstrate your readiness for the responsibilities of the role.
We think you need these skills to ace Financial Services Administrator / Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Financial Services Administrator/Paraplanner. Familiarise yourself with the key tasks mentioned in the job description, such as collating client information and preparing financial planning reports.
Tailor Your CV: Customise your CV to highlight relevant experience in financial services administration. Emphasise any previous roles where you managed client interactions, processed applications, or worked with compliance guidelines.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific skills that align with the job requirements, such as your ability to conduct research and analysis, and your strong communication skills.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at St. James's Place Wealth Management
✨Know Your Financial Services
Make sure you brush up on your knowledge of financial services and products. Understand the basics of investment and retirement solutions, as well as the specific offerings of Gardner Wealth Management. This will help you answer questions confidently and demonstrate your expertise.
✨Showcase Your Communication Skills
As a Financial Services Administrator/Paraplanner, you'll be the point of contact for clients. Practice articulating your thoughts clearly and professionally. Prepare examples of how you've effectively communicated with clients or third parties in previous roles.
✨Demonstrate Your IT Proficiency
Familiarise yourself with Salesforce CRM and any other relevant software mentioned in the job description. Be ready to discuss your experience with technology and how quickly you can adapt to new systems, as this is crucial for the role.
✨Prepare for Compliance Questions
Since compliance is a key aspect of the role, be prepared to discuss how you ensure accuracy and adherence to regulations in your work. Think of specific instances where you maintained compliance in previous positions and be ready to share those examples.
