At a Glance
- Tasks: Provide advanced support to financial planners and manage client relationships.
- Company: Boutique advice practice in East Suffolk with a supportive team.
- Benefits: Competitive salary, 25 days holiday, pension scheme, and professional development.
- Other info: Friendly work environment with opportunities for 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 30000 - 40000 £ 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 Planning Support Administrator. 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 friendly 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 a chance to advance your career but also to mentor junior colleagues in a thriving environment. Enjoy the benefits of free parking and a collaborative culture that values your expertise and contributions.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planning Support Administrator. Job in Lowestoft LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for opportunities. Sometimes, a friendly chat can lead to job openings that aren't even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge of financial products and platforms. We all know that confidence is key, so practice answering common interview questions related to the role to show you’re the right fit.
✨Tip Number 3
Don’t forget to showcase your mentoring skills! If you’ve supported junior colleagues before, be sure to highlight this experience during interviews. It shows you’re not just about the numbers but also about team growth.
✨Tip Number 4
Apply through our website! We make it super easy for you to submit your application and get noticed. Plus, it’s a great way to show your enthusiasm for joining our supportive and friendly team.
We think you need these skills to ace Senior Financial Planning Support Administrator. Job in Lowestoft LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Financial Planning Support Administrator role. Highlight your relevant experience in financial planning and any technical skills that match the job description. We want to see how you can hit the ground running!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention specific experiences that demonstrate your ability to support advisers and mentor junior staff, as this is key for us.
Showcase Your Technical Knowledge:Since this role requires a strong understanding of financial products and platforms, make sure to showcase your technical knowledge in your application. We love seeing candidates who can provide insights into product research and client recommendations!
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 don’t miss out on any important updates from us. Plus, it’s super easy!
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. Being able to discuss these confidently will show that you can hit the ground running and provide the technical support needed for the role.
✨Demonstrate Your Organisational Skills
Prepare examples of how you've managed complex client cases in the past. Highlight your organisational skills and ability to handle multiple tasks, as this is crucial for supporting advisers effectively.
✨Showcase Your Mentoring Experience
Since the role involves guiding junior team members, be ready to share your experiences in mentoring or training others. This will demonstrate your leadership potential and commitment to team development.
✨Familiarise Yourself with FCA Regulations
Understanding compliance is key in this industry. Brush up on FCA regulations and be prepared to discuss how you ensure compliance in your work. This will show that you take regulatory standards seriously.
