Financial Planning Administrator

Recruit Wealth Ltd; Halesowen; Hybrid; GBP 24,000 - 30,000; Full time

Job summary

A national financial planning business is seeking experienced Administrators for their Halesowen office. This role involves client correspondence, processing new business, and managing meetings. The organization offers numerous benefits, including 25 days holiday, study support, and opportunities for career advancement. Ideal for individuals with a financial planning background looking to progress in their careers.

Benefits

25 days holiday plus bank holidays

Day off for your Birthday

Annual salary review

Staff awards

Study support for professional industry exams

In-House Training

Holiday Purchase Scheme

Life Assurance

Pension

Corporate Eyecare cover

Flex/Hybrid working

Qualifications

• Experience in financial planning administration is preferred.
• Excellent communication skills required.
• Attention to detail and compliance are crucial.

Responsibilities

• Handle client correspondence both written and verbal.
• Process new business effectively.
• Prepare review packs for clients.
• Manage Adviser's diary and arrange meetings.
• Maintain client records on the company software.

Skills

Client correspondence

Processing new business

Preparation of client review packs

Arranging client meetings

General back-office support

Tools

IO software

Job description

Overview

Recruit Wealth are representing one of the UK's fastest growing and largest national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Halesowen offices, one of 50 nationwide. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators.

Overview of the role is detailed below:

Responsibilities

• Client correspondence, written and verbal.
• Processing new business.
• Preparation of client review packs.
• Arranging client meetings and managing the Adviser's diary.
• Illustration requests.
• Ensure that all financial planning client administration is carried out in accordance with internal procedures.
• Maintain client records on the company software and ensure the client files are well presented, accurate and compliant.
• Taking phone calls, enquiries and requests, and handling them where appropriate.
• General back-office support using IO software

Benefits

• 25 days holiday plus bank holidays
• Day off for your Birthday
• Annual salary review
• Staff awards
• Study support for professional industry exams
• Adviser Academy - In-House Training
• Progression to Trainee Paraplanner, Paraplanner and Adviser if desired
• Holiday Purchase Scheme
• Life Assurance
• Pension
• Corporate Eyecare cover
• Flex/Hybrid working

The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support.

This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career.

Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK.

Please apply to us here at Recruit Wealth for an immediate response