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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning, client relationship management, and compliance with FCA regulations. Proficient in managing documentation and workflows while delivering exceptional client experiences.
Highest-signal resume keywords
Financial Planning ExperienceFCA Regulations KnowledgeCRM Systems ProficiencyMicrosoft Office ProficiencyStrong Administration Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Products UnderstandingDocumentation ManagementWorkflow ManagementProcess ImprovementKPI Management
Soft Skills
Excellent CommunicationRelationship-BuildingOrganisational SkillsAttention to DetailAbility to Manage Multiple Priorities
Tools & Technologies
Provider PlatformsCRM Platforms
About the role
Key responsibilities & impact- Act as a key point of contact for clients, managing queries, providing updates and building professional relationships
- Prepare for client meetings by coordinating documentation and gathering relevant information
- Prepare, review and maintain accurate, up-to-date and compliant client documentation
- Maintain client information across systems and CRM platforms
- Manage post-meeting actions and follow-up activities within agreed service standards
- Own tasks from initiation through completion and provide updates to clients and colleagues
- Process contributions, withdrawals and fund switches accurately and within required timescales
- Liaise with providers on transactions, submissions and technical queries, escalating complex matters
- Manage workflows and prioritise tasks to meet service levels, KPIs and client expectations
- Support continuous improvement, best-practice adoption and process efficiencies
- Deliver an excellent experience for clients and colleagues and contribute to team objectives
Requirements
What you’ll need- Minimum 2 years' experience within financial planning
- Good understanding of financial products and FCA regulations
- Strong administration and organisational skills
- Experience using provider platforms and CRM systems
- Proficient in Microsoft Office applications
- Strong attention to detail and ability to manage multiple priorities
- Excellent communication and relationship-building skills
Benefits
Comp & perks- Ongoing coaching, training and professional development
- Development opportunities to further knowledge of financial services, wealth management and FCA principles
- Exposure to a broad range of client servicing and operational activities
- Opportunity to support development of new team members as a training buddy