Financial Planning Administrator

Brevere Group; Colchester; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm in Colchester is seeking an experienced Financial Services Administrator to support a Financial Adviser. The role includes duties such as preparing client meetings, submitting applications, and managing day-to-day enquiries. The ideal candidate will have a strong knowledge of Microsoft Office, relevant experience, and a positive attitude. This position offers a generous package and opportunities for professional development.

Benefits

Generous basic package

Opportunities for development

Qualifications

• Good working knowledge of Microsoft Office & Outlook.
• Relevant experience within a financial services / wealth management environment.
• Eager to enjoy work within a high achieving and committed team.

Responsibilities

• Preparing for client meetings including quote requests and obtaining valuations.
• Preparing and submitting applications and supporting documents.
• Chasing providers until case completion and resolving any issues.

Skills

Microsoft Office

Outlook

Positive attitude

Job description

Are you an experienced financial services administrator, looking for an IFA Administration role working with a close-knit team.This role offers a generous package and opportunities for development.

Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Adviser.

Duties for this role will include:

• Preparing for client meetings including quote requests, obtaining valuations and appropriate literature
• Preparing and submitting applications and supporting documents to product providers
• Chasing providers until case completion, and resolving any issues that may arise
• Inputting new business proposals to the back-office system in line with Company procedures, ensuring data is updated in full to ensure correct MI reporting
• Working with an adviser to follow the full new business process until completion
• Dealing with day-to-day client and provider enquiries
• Obtaining relevant information from providers

The candidate:

• Good working knowledge of Microsoft Office & Outlook
• Relevant experience within a financial services / wealth management environment
• Positive can-do attitude
• Eager to enjoy work within a high achieving and committed team.

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

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