Financial Planning Administrator

NJR Recruitment; East Midlands; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading recruitment company is seeking a Financial Planning Administrator in the Leicester area. This role involves supporting financial advisers, preparing for client meetings, and ensuring regulatory compliance. Candidates are expected to have experience in the Financial Planning industry, particularly with Pensions and Investments. The salary for this position is up to £30,000, offering an excellent opportunity for ambitious individuals.

Qualifications

• Experience in the Financial Planning industry.
• Ability to process new business for Pensions and Investments.
• Excellent written and verbal communication skills.

Responsibilities

• Support advisers accurately and efficiently.
• Prepare for client meetings.
• Complete post-meeting tasks for advisers.
• Produce accurate and timely quotations and research.
• Handle non-advice client requests like withdrawals and contributions.

Skills

Attention to detail

Communication skills

Organizational skills

Job description

Financial Planning Administrator

Leicester

Salary up to £30,000

Our client are a well-established Wealth management organisation who have an excellent opportunity for an ambitious and talented ‘Client Relationship Manager’ to join their team based in the Leicester area.

This role will suit someone who has been working within Financial Planning industry and has experience of processing new business with regards to Pensions & Investments. You will be providing paraplanning support to the Managing Director and other advisers in order to ensure that customer service is of the highest standard and so that regulatory requirements are met.

Daily you will be responsible for.

• Accurately and efficiently supporting advisers
• Preparing for client meetings
• Completing Post meeting tasks for advisers
• Producing accurate and timely quotations and research for clients
• Dealing with non-advice client requests such as withdrawals and contributions
• Letter / Email / Phone communication with clients and providers
• Regularly updating internal back office systems
• Writing high level client letters and emails
• Submitting and monitoring new business
• Ensuring ...