At a Glance
- Tasks: Support financial advisers and manage client documentation in a dynamic role.
- Company: Growing wealth management firm with a supportive team culture.
- Benefits: Competitive salary, long-term progression opportunities, and employee benefits package.
- Other info: Perfect for those looking to grow their career in finance.
- Why this job: Join a collaborative environment and gain exposure to diverse financial planning work.
- Qualifications: Experience in financial services administration and strong organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
Experienced Financial Services Administrator
Location: Leicester
Salary: Competitive DOE
I am currently working with a growing wealth management firm that is looking to appoint an experienced Financial Services Administrator to join its support team in Leicester. This opportunity would suit someone with experience within an IFA or wealth management environment who enjoys working in a varied role supporting advisers and clients across the full financial planning process.
The Role
- Supporting advisers with client servicing and financial planning administration
- Managing client documentation and maintaining accurate CRM records
- Liaising with providers to obtain policy and investment information
- Processing letters of authority and supporting business submissions
- Preparing annual review documentation and portfolio valuations
- Assisting with fund research and financial planning reports
- Supporting client meeting preparation and follow-up administration
- Managing shared inboxes, incoming calls, and general office coordination
What They’re Looking For
- Previous experience within a financial services administration role
- Strong understanding of financial planning processes and documentation
- Excellent organisational skills and attention to detail
- Confident communication skills when dealing with clients, advisers, and providers
- Ability to manage multiple tasks and work efficiently in a busy environment
- Experience using CRM systems and Microsoft Office
- Exposure to financial planning tools and research systems would be beneficial
What’s on Offer
- Competitive salary depending on experience
- Supportive and collaborative working environment
- Long-term progression opportunities within a growing business
- Strong team culture and employee benefits package
- Exposure to a broad range of financial planning work
If this could be of interest, please apply or get in touch for a confidential discussion.
Financial Services Administrator / Paraplanner Trainee. Job in Braunstone LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a dynamic wealth management firm in Leicester, where you will thrive in a supportive and collaborative environment that values your contributions. With competitive salaries and long-term progression opportunities, this role as a Financial Services Administrator offers a chance to grow within a strong team culture while gaining exposure to a diverse range of financial planning tasks.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator / Paraplanner Trainee. Job in Braunstone LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who work in wealth management. A friendly chat can lead to insider info about job openings that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by practising common questions related to financial planning and client servicing. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your organisational skills! Bring examples of how you’ve managed multiple tasks in previous roles. This will demonstrate your ability to thrive in a busy environment, which is key for the Financial Services Administrator 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 take the initiative to connect directly with us.
We think you need these skills to ace Financial Services Administrator / Paraplanner Trainee. Job in Braunstone LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Services Administrator role. Highlight your experience in financial planning and administration, and don’t forget to mention any CRM systems you’ve used. We want to see how your skills match what we’re looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial services and how your previous roles have prepared you for this position. Keep it concise but engaging – we love a good story!
Show Off Your Organisational Skills:Since this role involves managing multiple tasks, make sure to showcase your organisational skills in your application. Mention specific examples of how you’ve successfully juggled various responsibilities in past roles. We appreciate a well-organised candidate!
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 get all the updates directly from us. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Financial Stuff
Brush up on your knowledge of financial planning processes and documentation. Be ready to discuss how you've supported advisers in the past, as well as any specific tools or systems you've used. This will show that you understand the role and can hit the ground running.
✨Show Off Your Organisational Skills
Prepare examples that highlight your organisational skills and attention to detail. Think about times when you managed multiple tasks or maintained accurate records. Being able to demonstrate this will reassure them that you can handle the busy environment they mentioned.
✨Practice Your Communication
Since you'll be liaising with clients, advisers, and providers, practice articulating your thoughts clearly and confidently. Consider doing mock interviews with a friend or family member to refine your communication style and ensure you're comfortable discussing financial topics.
✨Ask Smart Questions
Prepare thoughtful questions about the company culture, team dynamics, and growth opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you. Plus, it gives you a chance to engage with the interviewers on a deeper level.
