At a Glance
- Tasks: Provide advanced support to financial planners and manage client relationships.
- Company: Boutique advice practice in East Suffolk with a friendly team.
- 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: Extensive experience in financial planning support and strong technical knowledge.
The predicted salary is between 35000 - 45000 £ 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 an already experienced team of administrators, supporting them and the businesses 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 clients 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. Job in Lowestoft LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
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 meaningful work but also fosters a culture of collaboration and growth, making it an excellent choice for those looking to advance their careers in a friendly environment.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planner Support. Job in Lowestoft LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at the boutique practice. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge of financial products and platforms. Be ready to discuss how you can take ownership of client cases and support the team effectively.
✨Tip Number 3
Showcase your mentoring skills! If you’ve helped junior colleagues in the past, share those experiences during your conversations. It’s all about demonstrating that you can elevate the whole team.
✨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. Job in Lowestoft LilyLifestyle Jobs
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 our client is looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this position. Mention your experience with Intelligent Office and how you can support the team of advisers. Let us know what makes you excited about this opportunity!
Showcase Your Technical Knowledge:Since this role requires advanced technical support, make sure to showcase your knowledge of financial products and platforms. We want to see examples of how you've used this knowledge in previous roles to help clients or support advisers.
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. Plus, it shows you’re keen on joining our friendly team in Lowestoft!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products and platforms. Since the role requires advanced technical support, being able to discuss these confidently will show that you're ready to hit the ground running.
✨Showcase Your Mentoring Skills
Since you'll be expected to guide and mentor junior team members, prepare examples of how you've successfully supported colleagues in the past. This will demonstrate your leadership potential and ability to foster a collaborative environment.
✨Prepare for Technical Questions
Expect questions that dive deep into your technical knowledge. Review common scenarios you might face in the role and think about how you would approach them. This will help you articulate your thought process clearly during the interview.
✨Demonstrate Organisational Skills
As the role involves managing client cases and preparing complex reports, be ready to discuss how you stay organised and prioritise tasks. Sharing specific tools or methods you use can give the interviewers confidence in your ability to manage workload effectively.
