Financial Planning Administrator

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

Job summary

A Wealth Management Organization in Leicester is seeking a Financial Planning Administrator to provide paraplanning support and ensure the highest standard of customer service. The ideal candidate has experience in the Financial Planning industry, focuses on client relationships, and thrives in a busy environment. Responsibilities include supporting advisers, preparing for client meetings, and ensuring all regulatory requirements are met.

Qualifications

• Previous experience as an Administrator in an IFA practice.
• Ability to deliver high standard customer service.
• Confidence and passion for a fast-paced team environment.

Responsibilities

• Support advisers accurately and efficiently.
• Prepare for client meetings.
• Complete post-meeting tasks for advisers.
• Produce accurate quotations and research for clients.
• Manage non-advice client requests such as withdrawals.
• Communicate effectively with clients and providers.
• Update internal back office systems regularly.
• Write high-level client letters and emails.
• Submit and monitor new business.
• Ensure all compliance points met.
• Maintain and secure technical knowledge.

Skills

Attention to detail

Client relationship management

Regulatory knowledge

Job description

Financial Planning Administrator

Leicester

Salary up to GBP30,000

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 all compliance points met (as per regulatory requirements)

" Maintain and proactively secure Product, Technical and Regulatory knowledge to enhance

" personal performance

" Establish strong client relationships.

" Carrying out other office tasks and activities as required

The successful candidate must have previous experience as an Administrator working within an IFA practice. You will have an eye for detail and take extra lengths to satisfy the needs of clients. You must be confident, passionate and thrives off working in a fast paced and busy team environment.

For further information please contact one of our specialist consultants quoting NJR15954