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For Companies At a Glance
- Tasks: Support Financial Advisers and manage client cases in investments, pensions, and mortgages.
- Company: Join a reputable IFA firm in Nottingham focused on delivering quality financial services.
- Benefits: Enjoy hybrid work, 25 days leave, bonuses, and study support for financial planning exams.
- Why this job: Perfect for career growth with a chance to gain technical skills and a Level 4 diploma.
- Qualifications: 3+ years of IFA Admin experience is essential for this role.
- Other info: Flexible working hours and a supportive team environment await you!
The predicted salary is between 28000 - 34000 £ per year.
Job Description
Senior Financial Planning AdministratorLocation: Nottingham (Onsite Parking Available)Hours: Monday to Friday, 9:00 AM – 5:00 PMSalary: £28,000 – £32,000
We are working with a Nottingham IFA that is looking to recruit a Senior Financial Planning Administrator with strong administrative skills to support their paraplanning and advice teams. This role requires someone with previous Financial Services experience to manage administration workflows and be first point of contact for clients. As a Senior Financial Planning Administrator, you will play a key role in ensuring the smooth running of client cases and supporting the advisory process.
Key Responsibilities
• Liaising with clients and providers to manage ongoing cases and processes.• Assisting in the preparation of suitability reports and financial recommendations alongside paraplanners.• Managing group pensions and protection schemes with a high level of attention to detail as part of the Senior Financial Planning Administrator responsibilities.• Processing fund switches, contributions, withdrawals, and Letters of Authority (LOAs).• Ensuring compliance with deadlines and service standards, reflecting the high standards expected of a Senior Financial Planning Administrator.
Key Skills & Experience Required
• Experience with group pensions.• Previous experience working within an IFA firm, ideally in a Senior Financial Planning Administrator capacity.
If you are a dedicated and proactive individual looking to join a company that genuinely values its staff and offers long-term progression, apply today for the Senior Financial Planning Administrator role!
Senior Financial Planning Administrator employer: WEALTHLINK RECRUITMENT LTD
Contact Detail:
WEALTHLINK RECRUITMENT LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planning Administrator
✨Tip Number 1
Make sure to highlight your experience in IFA administration during any networking opportunities. Connect with professionals in the industry on platforms like LinkedIn and engage in discussions about financial planning to showcase your knowledge.
✨Tip Number 2
Familiarize yourself with the latest trends and regulations in financial planning. This will not only help you in interviews but also demonstrate your commitment to staying updated in a rapidly changing field.
✨Tip Number 3
Consider reaching out to current or former employees of the IFA firm for informational interviews. This can provide you with valuable insights into the company culture and expectations, which you can leverage during your application process.
✨Tip Number 4
Prepare specific examples from your past work that demonstrate your ability to collaborate with financial advisers and paraplanners. Being able to articulate these experiences clearly will set you apart during the interview.
We think you need these skills to ace Senior Financial Planning Administrator
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Senior Financial Planning Administrator position. Understand the key responsibilities and required experience, especially the importance of having 3+ years of IFA Admin experience.
Tailor Your CV: Customize your CV to highlight relevant experience in financial planning administration. Emphasize any work with investments, pensions, mortgages, or protection cases, as well as your collaboration with paraplanning teams.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and your career aspirations in financial planning. Mention your desire to complete the Level 4 diploma and how this position aligns with your professional goals.
Highlight Your Skills: In your application, make sure to highlight skills that are relevant to the role, such as attention to detail, organizational abilities, and proficiency in providing high-quality client service. These will be crucial for the Senior Financial Planning Administrator position.
How to prepare for a job interview at WEALTHLINK RECRUITMENT LTD
✨Showcase Your IFA Experience
Make sure to highlight your 3+ years of IFA administration experience during the interview. Be prepared to discuss specific examples of how you've supported financial advisers and contributed to client services.
✨Demonstrate Technical Knowledge
Since the role involves working on investments, pensions, mortgages, and protection cases, brush up on your technical knowledge in these areas. Be ready to answer questions that test your understanding of these financial products.
✨Emphasize Collaboration Skills
The position requires collaboration with both financial advisers and the paraplanning team. Share examples of how you've successfully worked in a team environment and contributed to creating reports or providing administrative support.
✨Express Your Career Goals
This role is a great opportunity for career growth. Be open about your aspirations to complete the Level 4 diploma in Financial Planning and how this position aligns with your long-term career objectives.
