Financial Planning Administrator

Recruit Wealth Ltd; Halifax; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading Financial Planning firm in Halifax is seeking experienced Administrators to join their team. The role involves handling client correspondence, processing new business, and ensuring adherence to internal procedures. The firm offers numerous benefits, including 25 days of holiday, training support, and opportunities for progression to higher roles. Ideal candidates will have a background in financial planning, seeking to advance 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

Adviser Academy - In-House Training

Holiday Purchase Scheme

Life Assurance

Pension

Corporate Eyecare cover

Qualifications

• Experience in client correspondence and financial administration is preferred.
• Ability to manage client records accurately and comply with internal procedures.

Responsibilities

• Handle client correspondence and enquiries effectively.
• Process new business and prepare client review packs.
• Manage Adviser's diary and arrange client meetings.

Skills

Client correspondence

Financial Planning knowledge

Attention to detail

Experience with IO software

Job description

Recruit Wealth are representing one of the UK's fastest growing and largest national Financial Planning businesses who are currently recruiting several experienced Administrators to join their regional Halifax 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

• 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 of joining the business

• 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