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- Tasks: Manage finance-related admin tasks and support our clients with their financial needs.
- Company: Established Independent Financial Advice firm with over 35 years of experience.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Why this job: Join a reputable firm and make a difference in clients' financial journeys.
- Qualifications: Minimum 2 years' experience in Financial Advice Administration required.
- Other info: Dynamic role with potential for career advancement in the financial sector.
The predicted salary is between 36000 - 60000 £ per year.
About Us:We are an Independent Financial Advice firm that has been operating out of the Warwickshire and Birmingham area for over 35 years. We are expanding our growing team further to service our growing client bank. With a strong reputation in the financial sector, we pride ourselves on our dedicated team that consistently delivers comprehensive financial solutions to our esteemed clientele. As we expand our team, we invite you to be a part of our journey and help us in our ongoing commitment to excellence.Responsibilities:Manage day-to-day administrative tasks related to finance, pensions, investments, and mortgages.Working directly with MD and the needs of their bank of clientsEfficiently utilize our back-office system, Intelliflo, and coordinate with our trusted providers like FundsNetwork, Aegon, Aviva and Prudential, amongst many more.Answer incoming client callsHandle new business submissions, process withdrawals, and client valuations.General Paraplanning tasks such as report writing, CGT calculations, Chargeable Event Calculations and Tax PlanningWith time and experience, handle tasks like writing suitability reports and conducting investment bond calculations.Skills & Experience:Minimum of 2 years\’ experience in Financial Advice Administration.Good phone etiquette and e…
Financial Advice Administrator employer: Wynchwood
Contact Detail:
Wynchwood Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advice Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you to someone at a firm like ours.
✨Tip Number 2
Prepare for those interviews! Research our firm and understand what makes us tick. Be ready to discuss how your experience aligns with our values and the specific responsibilities of the Financial Advice Administrator role.
✨Tip Number 3
Showcase your skills! When you get the chance, highlight your experience with back-office systems like Intelliflo and your familiarity with providers such as Aegon and Aviva. This will set you apart from the crowd.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us you're genuinely interested in being part of our dedicated team.
We think you need these skills to ace Financial Advice Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Advice Administrator role. Highlight your relevant experience in finance, pensions, and investments, and don’t forget to mention any specific software you’ve used, like Intelliflo.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial advice and how your skills align with our values. Keep it concise but engaging – we want to see your personality!
Showcase Your Communication Skills: Since good phone etiquette is key for this role, make sure to demonstrate your communication skills in your application. Whether it’s through your writing style or examples of past interactions, let us know you can connect with clients effectively.
Apply Through Our Website: We encourage you to apply directly 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 team!
How to prepare for a job interview at Wynchwood
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial products and services, especially those mentioned in the job description like pensions, investments, and mortgages. Being able to discuss these confidently will show that you're serious about the role.
✨Familiarise Yourself with Intelliflo
Since the role involves using Intelliflo, it’s a good idea to get familiar with this back-office system before the interview. If you can demonstrate some understanding or even experience with it, you'll stand out as a candidate who’s ready to hit the ground running.
✨Practice Your Phone Etiquette
Given that good phone etiquette is crucial for this role, practice answering calls in a professional manner. You might even want to role-play with a friend to ensure you sound confident and articulate when handling client queries.
✨Prepare for Paraplanning Questions
Since the job involves general paraplanning tasks, be prepared to discuss your experience with report writing, CGT calculations, and tax planning. Think of specific examples from your past work that highlight your skills in these areas.