Financial Planning Admin - Career Path to Paraplanner/Advisor

Recruit Wealth; Worthing; On-site; GBP 22,000 - 28,000; Full time

Job summary

A national financial planning business is seeking experienced Administrators for their Worthing office. Responsibilities include managing client correspondence, processing new business, and preparing client review packs. This role offers opportunities for progression to Paraplanner or Adviser roles while also valuing long-term Administrators. Suitable candidates will be organized and proficient in client administration, contributing to financial security through excellent service.

Qualifications

• Experience in client correspondence, both written and verbal.
• Excellent organizational skills for diary management.
• Familiarity with financial planning client administration.

Responsibilities

• Manage client correspondence to maintain relationships.
• Process new business efficiently.
• Prepare detailed client review packs.
• Organize client meetings and manage schedules.
• Handle requests and inquiries professionally.

Skills

Client correspondence

Processing new business

Preparation of client review packs

Managing Adviser’s diary

Handling enquiries

Tools

IO software

Job description

A national financial planning business is seeking experienced Administrators for their Worthing office. Responsibilities include managing client correspondence, processing new business, and preparing client review packs. This role offers opportunities for progression to Paraplanner or Adviser roles while also valuing long-term Administrators. Suitable candidates will be organized and proficient in client administration, contributing to financial security through excellent service.