Financial Planning Administrator

Burgh Recruitment Ltd (Financial Services); Cirencester; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

A leading financial services recruitment agency is seeking a Financial Planning Administrator in Cirencester. This role involves providing high-level administrative support, managing client relationships, and ensuring smooth operations in a collaborative team setting. Candidates should have strong IT and communication skills, with experience in wealth management preferred. The agency, linked to a reputable Partner Practice, offers career development opportunities within a dynamic environment and competitive compensation alongside benefits.

Benefits

25 days holiday

Bank Holidays

Career development opportunities

Qualifications

• Experience in wealth management and financial planning.
• Ability to provide high-level administrative support.
• Experience with administrative support systems is a plus.

Responsibilities

• Provide administrative support and maintain customer service.
• Act as the primary contact for client inquiries.
• Manage client details using Salesforce.
• Ensure timely processing of business obtained.

Skills

Excellent IT skills

Communication skills

Organisational skills

Ability to work collaboratively

Client discretion

Tools

Salesforce CRM

Job description

Financial Planning Administrator

Location : Cirencester (Hybrid working pattern available)

Salary : Highly Competitive + Benefits (25 days holiday + Bank Holidays)

Hours : Full time

Are you an enthusiastic Financial Planning Administrator eager for your next role with a vision to meaningfully contribute to a growing business? Could you fulfil a vital support function within this busy office?

An excellent opportunity has arisen for a professional Financial Planning Administrator to join this progressive and supportive St. James’s Place (SJP) Partner Practice.

This will suit someone who is proactive, well-organised, and eager to develop within a growing financial planning business. The Practice specialises in meeting the financial needs of Private Clients, Business Owners, Retirees and Medical Professionals.

You will be an integral part of a great team managing the business generated by the Advisers using your administrative expertise. The Practice fosters a professional and innovative environment where the whole team share their skills and knowledge to deliver an unrivalled level of service to their clients.

You will have the opportunity to progress within the SJP Accreditation framework, gaining knowledge and skills to help you develop an interesting and meaningful career path.

The Role

Financial Planning Administrator

• Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice
• You will be the ‘Go To' person for clients and third parties dealing with general enquiries, and chasing providers for funds and information
• Setting up the clients' annual reviews and be able to produce review letters as well as use AI based software to improve the process
• Submitting new business and fund transfers using bespoke software
• Sending out correspondence and requesting detailed information for Pension Transfer cases
• Carrying out fund switches and financial calculations for clients using specific systems and processes
• You will need to ensure that business obtained is being processed in a timely way
• You will be responsible for managing Salesforce and keeping all client details up to date
• Ensuring smooth and organised workflows in the office

The Person

• This is an interesting and challenging role that would suit a positive and professional self-starter who enjoys using their initiative, is collaborative and has a ‘can do’ working style
• You have experience in working in wealth management and financial planning, ideally for a St. James's Place Partner Practice but not essential if you have good all-round knowledge which you are looking to expand and develop
• You have excellent IT and communication skills, are highly organised and can make decisions
• Ideally you will have used the Salesforce CRM system, and have experience of other administrative support systems
• Most importantly, you are confident in dealing with clients and third parties with total discretion
• Training in some of these areas can be provided if you are looking to develop new skills or further your existing skills

St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.

SJP has funds under management in excess of £198.5bn. This business is well established and highly successful.

Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.

When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.