Financial Planning Administrator

Recruit Wealth Ltd; Leeds; On-site; GBP 25,000 - 35,000; Full time

Job summary

A growing financial advisory firm in Leeds is looking for a Financial Planning Administrator to support their team. The role involves preparing client documentation, ensuring compliance, and maintaining client records. Ideal candidates will share the company's values and have a passion for quality financial planning.

Qualifications

• Experience in financial planning or administration is preferred.
• Understanding of client management systems is beneficial.
• Ability to work in a team and support colleagues.

Responsibilities

• Preparing client review packs and valuations.
• Liaising with providers for client information.
• Maintaining and updating the client management system.

Skills

Client Management

Regulatory Compliance

Communication

Job description

Recruit Wealth are delighted to be representing our brand new client in Leeds, who are seeking to hire a competent and experienced Financial Planning Administrator.

Understanding the needs of the business, it s clear they are needing an administrator who wants to add great value in the "day to day" of a busy IFA office and is energised to assist in the advice process.

You ll be working closely with the existing Paraplanner/Administration Team covering all advice areas around pensions, investments, protection and private client advice.

Overview of the role is detailed below:

• Preparing client review packs & valuations
• Liaising with providers to obtain plan information as required for new clients and existing
• Ensuring client management system is kept up to date by inputting client data into back-office system
• Ensuring client files are up to date, complete and tidy
• Sending letters of authority
• Producing Annual Review Reports
• Ensuring reports are dispatched to clients in a timely manner
• Acquiring knowledge of procedures and ensuring regulatory compliance by adhering to company procedures
• Gaining an understanding of and adhering to the ethos, culture, and purpose of the company
• General Office duties, supporting the rest of the team

This is a very exciting time to be joining the business, they are small but growing and enjoy long standing client relationships, with exemplary levels of client care.

We are seeking the right candidate who shares the same values, professional outlook to quality financial planning and wants to be part of their successful journey.

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