FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning support, client servicing, and administration, with a strong focus on managing documentation, workflows, and compliance with FCA regulations. Proficient in utilizing CRM systems and Microsoft Office applications to enhance operational efficiency and client relationships.
Highest-signal resume keywords
Financial Planning ExperienceFCA Regulations KnowledgeCRM Systems ProficiencyMicrosoft Office ApplicationsClient Relationship Management
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 Documentation ManagementTransaction ProcessingWorkflow ManagementAttention to DetailTask Prioritization
Soft Skills
Organizational SkillsCommunication SkillsRelationship-Building Skills
Tools & Technologies
Provider PlatformsCRM Systems
Industry Keywords
Financial ProductsClient ServicingContinuous ImprovementBest Practice Adoption
About the role
Key responsibilities & impact- Provide administrative support to Financial Planners and Paraplanners
- Manage client servicing activities and act as a key point of contact for clients and providers
- Process contributions, withdrawals and fund switches accurately within required timescales
- Prepare, review and maintain client documentation and records
- Coordinate documentation and information for client meetings
- Manage post-meeting actions and follow-up activities
- Liaise with providers on transactions, submissions and technical queries
- Maintain client information across systems and CRM platforms
- Manage workflows and prioritise tasks to meet service levels, KPIs and client expectations
- Support continuous improvement, best practice adoption and process efficiencies
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
- Further development of knowledge in financial services, wealth management and FCA principles
- Exposure to a broad range of client servicing and operational activities
- Training buddy opportunities to support the development of new team members