Administrator

Plannex Property Management Ltd; Preston; Hybrid; GBP 22,000 - 32,000; Full time

Job summary

Plannex Property Management Ltd is seeking a proactive Administrator to support Financial Advisers and Paraplanners in Preston. The role involves handling client records, preparing materials for reviews, and ensuring data accuracy in a fast-paced financial planning environment.

The successful candidate will have at least 3 years in financial services, strong communication skills, and a solid knowledge of pensions, investments, ISAs, and protection products, with adherence to UK regulatory

Qualifications

• Minimum of 3 years’ experience within the financial services industry.
• Experience in an administrative role within a financial planning environment.
• Working knowledge of pensions, investments, ISAs, and
• protection .
• Understanding of the UK financial regulatory framework and relevant legislation.
• Excellent written and verbal communication skills.
• Strong organisational skills with the ability to manage workloads and meet deadlines.
• High attention to detail and commitment to accuracy.
• Proficient in Microsoft Outlook, Word, Excel, and PowerPoint.
• Strong interpersonal skills with a collaborative and team -oriented approach.
• Ability to work effectively in a fast-paced environment.

Responsibilities

• Provide comprehensive administrative support to Financial Advisers and Paraplanners.
• Maintain accurate client records and CRM systems in line with company guidelines.
• Communicate effectively with clients, providers, and internal team members.
• Submit Letters of Authority and collate plan information for research and analysis.
• Prepare client packs for annual review meetings.
• Handle incoming enquiries professionally, including meeting and greeting clients.
• Support general business operations and assist colleagues when required.
• Ensure all work meets service level agreements and maintains high data accuracy.
• Adhere to company policies, procedures, and the employee handbook.

Skills

Administrative support

CRM systems

Pensions knowledge

Investments knowledge

ISAs knowledge

Protection products knowledge

Regulatory knowledge

Microsoft Outlook

Microsoft Word

Excel

PowerPoint

Communication skills

Organisational skills

Education

Working towards CII Level 2 LP2

Tools

Microsoft Outlook

Microsoft Word

Excel

PowerPoint

Job description

Dependent upon qualifications and experience .

Overview

We are seeking a proactive and organised Administrator to support Financial Advisers and

Paraplanners. The successful candidate will have experience within the financial services industry

and a good working knowledge of pensions, investments, ISAs, and protection products.

Key Responsibilities

• Provide comprehensive administrative support to Financial Advisers and Paraplanners .
• Maintain accurate client records and CRM systems in line with company guidelines .
• Communicate effectively with clients, providers, and internal team members .
• Submit Letters of Authority and collate plan information for research and analysis .
• Prepare client packs for annual review meetings .
• Handle incoming enquiries professionally, including meeting and greeting clients .
• Support general business operations and assist colleagues when required .
• Ensure all work meets service level agreements and maintains high data accuracy .
• Adhere to company policies, procedures, and the employee handbook .

Skills and Experience

• Minimum of 3 years’ experience within the financial services industry.
• Experience in an administrative role within a financial planning environment .
• Working knowledge of financial products including pensions, investments, ISAs, and
• protection .
• Understanding of the UK financial regulatory framework and relevant legislation .
• Excellent written and verbal communication skills .
• Strong organisational skills with the ability to manage workloads and meet deadlines .
• High attention to detail and commitment to accuracy .
• Proficient in Microsoft Outlook, Word, Excel, and PowerPoint.
• Strong interpersonal skills with a collaborative and team -oriented approach .
• Ability to work effectively in a fast-paced environment .

Qualifications

• Working towards (or willingness to work towards) CII Level 2 qualification (LP2) .Desirable Experience
• Experience within an Independent Financial Adviser (IFA) environment is preferred over experience
• in a tied financial planning setting.

Familiarity with the following systems/providers is advantageous:

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