Financial Planning Administrator

Heat Recruitment; Coventry; Hybrid; GBP 26,000 - 30,000; Full time

Job summary

A financial planning firm in Coventry is seeking a Financial Planning Administrator to provide administrative support and assist in processing investments and pensions. The position offers a competitive salary, hybrid working options, and career development support with exam opportunities. Ideal candidates will have solid communication skills and a keen interest in financial services.

Benefits

25 days holiday + 8 bank holidays

8% Employer contribution pension

Life Assurance

Exam / study support

Free on-site parking

Qualifications

• Experience in financial administration is preferred.
• Strong communication skills necessary for client relations.
• Ability to work independently and as part of a team.

Responsibilities

• Process new business related to investments and pensions.
• Provide comprehensive administrative support to financial advisors.
• Respond to client inquiries and address service requests.

Skills

Processing new business

Liaising with third party providers

Administrative support

Client servicing

Documentation preparation

Transaction processing

Job description

Location: Coventry

Salary: £26,000 - £30,000

Duration: Full time, Permanent, Flexible, Hybrid, Part time

Financial Planning Administrator

We are working with a well-renowned financial planning firm who are looking for a new Financial Planning Administrator to join their busy Meriden office and assist in providing a highly personalised financial planning and investment management service. The role can offer a competitive salary, flexible and home working as well as opportunity to take exams and continue in your career development.

Key Responsibilities

• Processing new business: investments, pensions
• Liaising with third party providers
• Administrative Support: Provide comprehensive administrative support to the financial advisors
• Client Servicing: Respond to client inquiries, address general service requests, and provide information on account balances, transactions, and administrative procedures.
• Document Preparation: Prepare and review necessary paperwork, including investment applications, client agreements, transfer forms, annual review packs
• Process Transactions: Facilitate client transactions, such as trade execution, account transfers, withdrawals, and contributions, ensuring accuracy and timely processing.

Benefits

• Hybrid and flexible work
• 25 days holiday + 8 bank holidays
• 8% Employer contribution pension
• Life Assurance
• Auto-enrolment pension
• Exam / study support
• Free on-site parking

Next Steps

Apply today to be considered for this Financial Planning Administrator opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.