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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, workflows, and utilizing CRM systems to enhance service delivery and operational efficiency.
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
Client Documentation ManagementTransaction ProcessingWorkflow ManagementAttention to DetailMulti-Priority Management
Soft Skills
Excellent CommunicationRelationship-BuildingOrganizational Skills
Tools & Technologies
Provider PlatformsCRM Systems
Industry Keywords
Financial ProductsContinuous ImprovementBest-Practice Adoption
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 within required timescales
- Liaise with providers on transactions, submissions and technical queries
- Manage workflows and prioritise tasks to meet service levels, KPIs and client expectations
- Support continuous improvement, best-practice adoption and process efficiencies
- Build effective relationships with Financial Planners, Paraplanners and colleagues
- Contribute to team objectives and support colleagues when required
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
- Opportunity to further develop knowledge of financial services, wealth management and FCA principles
- Exposure to a broad range of client servicing and operational activities
- Opportunity to support the development of new team members as a training buddy