Financial Planning Administrator

ZipRecruiter; Chorley; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player in financial planning is seeking a Financial Planning Administrator to join their dynamic team in Chorley. This role is perfect for experienced administrators or recent graduates eager to launch their careers in financial services. You'll be involved in managing client accounts, preparing valuation reports, and supporting advisers in a collaborative environment that fosters career development. With opportunities for industry exam sponsorship and a competitive benefits package, this position offers a fantastic chance to advance in the financial services sector. If you're ready to take the next step in your career, we want to hear from you!

Benefits

Study support toward the Diploma in Financial Planning

Full training

Multiple career progression opportunities

Discretionary bonus

Competitive benefits package

Qualifications

• Experience in an administrative role or a recent graduate with relevant work experience.
• Confidence in using Microsoft Office tools, especially Word and Excel.

Responsibilities

• Manage new and existing client accounts effectively.
• Prepare portfolio valuation reports and process business accurately.
• Assist advisers with document preparation and diary management.

Skills

Microsoft Office

Communication Skills

Data Input

Education

Degree in Financial Services

Job description

Job Description

Financial Planning Administrator

Join a Leading Financial Planning Practice

Are you an experienced financial planning administrator, or an administrator from a professional services background looking to launch your career in the financial services industry? Or perhaps a recent graduate with a financial related degree and some work experience gained during your studies? If so, this is the perfect opportunity for you!

Our client is a thriving financial planning practice specialising in provision of advice on whole of market pensions, investments, and protection. They are now seeking a Financial Planning Administrator to join their dynamic team to assist the advisers in creation and maintenance of client financial portfolios in Chorley.

This role offers an exceptional chance to work in a supportive environment that promotes ongoing career development and progression, including industry exam sponsorship.

On offer:

• £Competitive
• Study support toward the Diploma in Financial Planning
• Full training
• Multiple career progression opportunities
• Discretionary bonus
• Competitive benefits package

Key Responsibilities:

• Managing both new and existing client accounts
• Obtaining illustrations for new business and preparing portfolio valuation reports for existing pensions and investments
• Accessing provider platforms to gather essential information
• Processing business accurately and promptly in line with compliance guidelines
• Document preparation, scanning, and data input as required
• Diary management and other ad hoc tasks as requested by advisers
• Answering telephones professionally and courteously, providing information and assistance to advisers and third parties

Requirements:

• Professional background within an in administrative capacity or a recent graduate with a financial services related degree and relevant work experience, plus neither current nor future need for sponsorship.
• Confidence using Microsoft Office, word and Excel.
• Excellent communication skills both verbal and written.
• Permanent and right to work in the UK. This company are unfortunately unable to provide sponsorship so they are seeking candidates who have both current and indefinite right to work in the UK.

If you are looking to advance your career within a leading financial planning practice and keen to find out more, we want to hear from you!

Apply today by sending your cv to jenny @ tempestjones .com

Financial Planning Administrator, IFA Administrator, Sales Support, Financial Services Administrator, Sales Administrator, Chorley, Lancashire