Financial Planning Administrator

Lime Search & Select Ltd; Harrogate; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading Investment Management & Financial Planning firm in Harrogate is seeking a Financial Planning Administrator for 9 months of maternity cover. The role involves providing full administrative support to the team by managing client queries, processing investments, and maintaining client records. Ideal candidates will have experience in a similar financial planning role and familiarity with client management systems. This is an excellent opportunity for professionals looking to contribute to a dynamic team in the financial sector.

Qualifications

• 1-3+ years experience in Financial Planning support role.
• Familiarity with client management systems desired.
• Qualifications in Financial Advice are a plus.

Responsibilities

• Manage client and third-party queries.
• Process new investments and policies.
• Maintain back-office system and documentation.

Skills

Client Management Systems

Financial Planning Support

Education

Level 4 Diploma in Financial Advice

Tools

Intelliflo

First

AEGON

Transact

AJ Bell

Job description

My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning.

We are urgently seeking an experienced Financial Planning Administrator to join the existing team providing 9 months Maternity cover. You will be responsible for providing full administrative support to a team of Financial Planners / Advisers. Specifically you will:

Be the point of contact for company, client and third-party queries when dealing with new and existing business. Keep all notes on the back-office system up to date, enabling advisers and other team members to appraise themselves of the current situation as required.
Process, and follow through to completion, the setting up of new investments and policies for clients, which include Pension and SIPP contracts, Investment and Protection policies for Personal and Business clients.
Process online fund switches and manage through to completion.
Maintain the back-office system; adding new clients and maintaining the portfolio content, including contributions and withdrawals plus other ad hoc details as required.
Utilise the client management system to accurately process new and existing business, including (monthly) valuations and diary management.
Provide review and valuation documentation in relation to client reviews and deal with any changes to the portfolio and/or client circumstances.
Diary management for Advisers.
Ensure all documentation is scanned to paperless system and all emails are saved to the client records.
Liaise with external parties regarding any queries (insurance companies etc.).
Manage own workload.
Prepare meeting packs for advisers

We are seeking those who have 1-3+ years experience working in a similar Financial Planning support role, with experience of working with Client Management systems such as Intelliflo / First. Any experience you have working with online platforms such as AEGON, Transact or AJ Bell would be to your advantage. If you have any further qualifications within Financial Advice / Planning or working towards your Level 4 Diploma in Financial Advice, this would also be to your advantage.

This role is for a 9-Month Maternity cover contract.

Additional information

VACANCY DETAILS

Location:
Harrogate

CLOSING DATE

Jun

30

APPLY NOW!

If you would like to apply for this vacancy by uploading your CV to Lime then please use the form below.

Vacancy Application
We would love to hear from you! Please fill out this form and we will get in touch with you shortly.

Your Name*

Your Email*

Date of Birth*

Where do you live*

Application Statement*

Please include why you would like to be considered for this Apprenticeship

Company Registration:
Lime People Search & Select Ltd 08062097

The Lime People Group of Companies includes Lime People Search & Select Ltd, Lime International Management Enterprises S.L.