Financial Planning Administrator

ZipRecruiter; Huddersfield; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a Financial Administrator to enhance their dynamic team in Huddersfield. This role is crucial for delivering exceptional administrative support, managing client communications, and ensuring compliance with financial planning processes. The ideal candidate will thrive in a fast-paced environment, demonstrating professionalism and a friendly demeanor while engaging with clients and third parties. With responsibilities ranging from client correspondence to diary management, this position offers a unique opportunity to contribute significantly to the team's success. Join a company that values dedication and provides a supportive atmosphere for your professional growth.

Benefits

25 days holiday

Bank Holidays

Birthday Leave

Holiday Purchase Scheme

Life Assurance

Pension

Corporate Eyecare

Extras Discount shopping discounts

Qualifications

• Experience in a Financial Planning firm is essential.
• Strong IT skills and proficiency in office software packages.

Responsibilities

• Manage client correspondence and day-to-day administration tasks.
• Ensure compliance with firm procedures and maintain accurate records.
• Provide back-office support and manage adviser’s diary.

Skills

Administrative Support

Client Correspondence

Financial Planning Knowledge

IT Proficiency

Organizational Skills

Analytical Skills

Communication Skills

Problem-Solving Skills

Flexibility

Tools

Microsoft Teams

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Job Description

We have a fantastic vacancy for a Financial Administrator to join our busy Huddersfield Office. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.

Job Responsibilities

This role forms a key part of the team and, as such, you will be involved in the day to day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Your Duties will be varied and in line with the responsibilities involved in Financial Administration including, but not limited, to:

1. Client correspondence, written and verbal.
2. Processing New Business.
3. Preparation of client review packs.
4. Arranging client meetings and managing the Adviser’s diary.
5. Illustration requests.
6. Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
7. Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
8. Taking phone calls, enquiries and requests, and handling them where appropriate.
9. Back-office support.

Due to the nature of the business, the role may also include additional responsibilities considered reasonable.

Job Requirements

You will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner.

You will also be skilled in, or have the ability to learn:

1. Good working knowledge of IO and Platform.
2. Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.
3. Confidence with IT and office software packages including Teams, Outlook, Word and Excel.
4. Management and prioritising workloads.
5. Excellent planning, organisational and multi-tasking abilities.
6. Analytical and problem-solving skills.
7. Flexibility/adaptability to cope with change.
8. Excellent communication skills at all levels.
9. A team player with a positive attitude.

Job Benefits

25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.