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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client assets and providing high-quality service in a financial planning context, with a strong focus on client needs and relationship building. Proficient in administrative support, process improvement, and team collaboration.
Highest-signal resume keywords
Client Relationship ManagementFinancial Planning AdministrationAnalytical SkillsAttention to DetailProactive Problem Solving
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client Data ManagementProcess ImprovementOnboarding SupportMeeting CoordinationFinancial Planning Knowledge
Soft Skills
Effective CommunicationRelationship BuildingOrganizational SkillsPositive AttitudeListening Skills
Tools & Technologies
Modern Technology Solutions
Certifications & Qualifications
Diploma in Regulated Financial Planning
Industry Keywords
Financial PlanningClient-Centric ApproachAdministrationTeam SupportFast-Paced Environment
About the role
Key responsibilities & impact- Manage and administer complex client assets
- Implement new advice smoothly and accurately
- Maintain precise, up-to-date client data
- Support Paraplanners and Relationship Managers
- Build strong relationships through regular client interaction
- Assist with onboarding new clients
- Provide seamless, high-quality service to existing clients
- Prepare, coordinate, and follow up after client meetings
- Identify opportunities to improve processes and implement positive change
- Provide reliable, proactive support to colleagues
- Use modern technology and smarter ways of working
- Support the development and training of team members
- Share knowledge and best practices
Requirements
What you’ll need- Proven experience working in administration for a Financial Planning firm
- Passion for financial planning
- Diploma in Regulated Financial Planning (desirable)
- Ability to work well under pressure in a fast-paced environment
- Ability to manage a varied workload
- Well-developed analytical skills
- Highly organised with acute attention to detail
- Proactive and positive approach
- Ability to listen and ask great questions
- Effective communication and relationship-building skills
- Client-centric approach, prioritising client needs and satisfaction
- Ability to anticipate and address client needs without prompting
- Solution-based outlook for progressing and resolving client requests
- Ability to work well with internal teams
- Ability to adjust quickly to changes in client requirements or internal processes
Benefits
Comp & perks- A flexible approach to work - balancing working from home, in office or with clients
- Support with career growth and qualifications
- A generous holiday entitlement
- An enhanced parental leave policy
- An enhanced pension scheme
- No dress code – just “wear something!”
- A multi-award-winning wellbeing offering to support your physical, mental, spiritual, and financial health
- Volunteering opportunities to work closer with local communities and charities
- Cooper Parry social/sports clubs
- Equal opportunities and support for skills development and accessibility/accommodations during the application process