Financial Planning Administrator

Recruit Wealth Ltd; Ipswich; On-site; GBP 25,000 - 30,000; Full time

Job summary

A national Financial Planning business in Ipswich is seeking an experienced Administrator to support their operations. The role involves client correspondence, processing new business, and preparing client review packs. The company offers generous benefits including 25 days of holiday, a birthday day off, and in-house training. Opportunities for progression to Trainee Paraplanner and beyond are available.

Benefits

25 days holiday plus bank holidays

Day off for your Birthday

Annual salary review

Study support for professional exams

In-house training

Holiday Purchase Scheme

Life Assurance

Pension

Corporate Eyecare cover

Flex/Hybrid working

Qualifications

• Experience in financial planning is preferred.
• Strong organizational skills and attention to detail.
• Excellent communication skills.

Responsibilities

• Manage client correspondence for the Adviser.
• Process new business efficiently.
• Prepare client review packs for meetings.
• Arrange client meetings and support diary management.
• Ensure accurate client record-keeping on company software.
• Provide general back-office support.

Skills

Client correspondence

Processing new business

Preparation of client review packs

Diary management

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 an experienced Administrator to join their regional Ipswich 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.

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 as an administrator.

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