Financial Planning Admnistrator
Job description
Original text imported from Reed
Job: Financial Planning Administrator
Location: East Molesey
Salary: Negotiable
Role Description
A modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their expanding team. This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers.
The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders.
Responsibilities
- Processing new business applications
- Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs
- Arranging client meetings and managing Advisers’ diaries
- Completing portfolio illustration requests
- Providing comprehensive back-office support
- Ensuring all financial planning administration is completed in line with company procedures
- Corresponding with clients in both written and verbal formats
- Maintaining accurate, compliant, and well-presented client records on company systems
Key Requirements
- Previous experience working within a Financial Planning firm (essential)
- CII Level 3 qualification in Financial Administration preferred (training support available)
- Working knowledge of Intelligent Office (IO) and platform experience would be advantageous
- Strong ability to manage and prioritise workloads effectively
- Excellent communication, planning, and organisational skills
- Strong analytical and problem-solving abilities
Benefits
- Professional industry exams and study supported
- 25 days’ holiday and ability to purchase more holiday (excluding bank holidays)
- Annual salary reviews
- Birthday day off
- Life assurance and pension
- Clear progression opportunities to Paraplanner and Adviser roles, if desired
Key skills
AI-extracted from the job advert
Application advice
5 AI-generated recommendations to maximise your chances.
⭐ Highlight your CII Level 3 qualification prominently as this is specifically preferred by the employer
📊 Quantify your administration experience: "Processed 150+ new business applications monthly with 99% accuracy"
🌐 Emphasise your Intelligent Office (IO) experience as this platform is specifically mentioned as advantageous
🎯 Showcase your client service skills with metrics: "Managed 200+ client queries weekly across pensions and investments"
🤝 Demonstrate your support to advisers: "Prepared 50+ annual review packs monthly for senior advisers"
Suggested CV bullets
3 bullets our AI drafted for this specific advert, mirroring its ATS keywords.
Add these 3 bullets under your most recent experience:
- •Processed 180+ new business applications monthly for pensions and investments, achieving 99.2% accuracy rate and reducing processing time by 15%
- •Prepared 65+ annual client review packs quarterly using Intelligent Office platform, supporting 8 Financial Advisers with comprehensive portfolio analysis
- •Managed client queries for 400+ wealth management clients across pension transfers and investment products, maintaining 98% satisfaction rating
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Letter preview — tailored to Grove Talent Solutions
Dear Hiring Manager,
Grove Talent Solutions' Financial Planning Administrator role in East Molesey represents exactly the career progression I'm seeking in wealth management administration. My experience with CII Level 3 qualifications and Intelligent Office platform administration aligns perfectly with your requirements for supporting Paraplanners and Advisers.
My background in financial planning administration has equipped me with comprehensive knowledge of pension transfers, investment administration, and client review pack preparation. I have consistently delivered high-quality back-office support while maintaining FCA-compliant client records and managing complex client queries across multiple product areas.
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Interview questions
10 questions generated from this advert.
Technical
- ›How would you process a new business application for a pension transfer?
- ›What steps would you take to prepare a comprehensive annual client review pack?
- ›How do you ensure compliance when maintaining client records on financial planning systems?
- ›Describe your experience with portfolio illustration requests and platform administration
- ›How would you handle a complex client query about investment performance?
Behavioural
- ›Tell me about a time when you had to manage multiple urgent client requests simultaneously
- ›Describe a situation where you identified an error in client documentation and how you resolved it
- ›Give an example of when you went above and beyond to provide excellent client service
- ›Tell me about a time when you had to learn a new financial planning system or process quickly
- ›Describe a challenging client interaction and how you handled it professionally
STAR answer examples
Model answers using the Situation-Task-Action-Result framework. Adapt to your own experience.
Tell me about a time when you had to manage multiple urgent client requests simultaneously
Describe a situation where you identified an error in client documentation and how you resolved it
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