At a Glance
- Tasks: Support a Financial Planner by managing client reviews and maintaining accurate financial records.
- Company: Established Chartered Financial Planning practice with a strong reputation.
- Benefits: Hybrid working, professional qualification support, and a generous remuneration package.
- Other info: Great career development opportunities in a positive work environment.
- Why this job: Join a friendly team and make a real impact in the financial planning sector.
- Qualifications: Experience in financial planning support and knowledge of pensions and investments.
The predicted salary is between 30000 - 40000 £ per year.
Due to an internal promotion and growth, my client, an established and highly regarded Chartered Financial Planning practice, currently seeks an experienced Financial Planning Administrator to support a talented Financial Planner on a one-to-one basis who primarily operates in the HNW field.
Key Responsibilities
- Coordinate and manage client review processes, including scheduling, documentation gathering, and preparation
- Maintain accurate and up-to-date client records and financial information within back-office systems
- Support the adviser with the delivery of regulated financial advice, ensuring documentation is complete and compliant
- Manage new business processing, proactively progressing cases and chasing providers
- Liaise with pension providers, platforms, and third parties to obtain updates and information
- Support activities such as letters of authority, fund switches, top-ups, withdrawals, and ongoing servicing
- Maintain and update CRM systems (e.g. Intelliflo or similar) accurately
- Assist with platform administration, including transfers and investments
- Act as a central coordination point between clients, advisers, and internal teams
- Deliver a high-quality client experience through professional communication and organisation
Applicants must possess support / administration experience from the IFA sector with proven experience providing financial planning support, client servicing, and administration. You will possess solid knowledge of pensions, investments, and financial planning processes along with experience of using back-office / CRM systems such as Intelliflo. In return you will be rewarded with a friendly and positive working environment, hybrid working, support towards professional qualifications, generous remuneration package and long-term opportunity for career development.
Financial Planning Support Specialist. Job in Glasgow LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a highly regarded Chartered Financial Planning practice in Glasgow, where you will thrive in a supportive and friendly work environment. With opportunities for hybrid working, professional development, and a generous remuneration package, this role as a Financial Planning Support Specialist offers a meaningful career path in the HNW sector, ensuring you are well-equipped to grow alongside a talented team dedicated to delivering exceptional client experiences.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Support Specialist. Job in Glasgow LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector, especially those who might know someone at the company you're eyeing. A friendly chat can sometimes lead to insider info or even a referral!
✨Tip Number 2
Prepare for the interview by researching the company and its values. We want you to show that you’re not just another candidate but someone who genuinely aligns with their mission and culture. Tailor your answers to reflect that!
✨Tip Number 3
Practice makes perfect! Run through common interview questions with a friend or in front of the mirror. The more comfortable you are with your responses, the more confident you'll feel during the actual interview.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
We think you need these skills to ace Financial Planning Support Specialist. Job in Glasgow LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planning Support Specialist role. Highlight your experience in client servicing and administration, especially within the IFA sector. We want to see how your skills match what we're looking for!
Showcase Relevant Experience:In your cover letter, showcase your relevant experience with back-office systems like Intelliflo. We love seeing candidates who can demonstrate their knowledge of pensions, investments, and financial planning processes.
Be Professional Yet Personable:When writing your application, strike a balance between professionalism and a friendly tone. We value communication skills, so let your personality shine through while keeping it professional!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of pensions, investments, and financial planning processes. Being able to discuss these topics confidently will show that you're not just familiar with the jargon but can also apply it in real-world scenarios.
✨Familiarise Yourself with CRM Systems
Since the role involves using back-office systems like Intelliflo, it’s a good idea to get comfortable with these platforms. If you have experience with similar systems, be ready to share specific examples of how you've used them effectively in past roles.
✨Prepare for Client Interaction Questions
Expect questions about how you would handle client communications and maintain a high-quality client experience. Think of examples from your previous work where you successfully managed client relationships or resolved issues.
✨Show Your Organisational Skills
This role requires excellent coordination and management skills. Be prepared to discuss how you organise your workload, manage deadlines, and ensure that all documentation is complete and compliant. Use specific examples to illustrate your approach.
