Financial Planning Administrator

Job Description

The Role: I am recruiting a Financial Planning Assistant (Client Relationship Manager) on behalf of Wealth Matters, a leading independent Financial Planning firm based in Luton (LU1). Working in a collaborative, fast-paced, and client-focused team, you will support the Financial Planners and Paraplanners with delivering an exceptional financial planning service to Wealth Matters’ clients. The Financial Planning Assistant (internally titled Client Relationship Manager) helps to maintain and develop the client relationships, preparing for and arranging meetings for the Financial Planners and actioning all tasks arising from these meetings, ensuring all work is completed to a high standard and to tight deadlines.

The Opportunity: This role provides exceptional career opportunities – we are happy to recruit a career Client Relationship Manager but, if you would like to progress, you will receive the support required to become Diploma qualified and, as your skills and experience develop, the further opportunity to become a Chartered Financial Planner/Financial Adviser.

The Person: The successful Financial Planning Assistant (Client Relationship Manager) will be intelligent, keen to learn, embracing of change, proactive, organised, and detail-oriented, with exceptional relationship building, customer service, and administrative skills. They will be articulate, analytical, and aspirational, keen to make a significant contribution to the growth of a progressive and ambitious firm while being invested in, valued, and rewarded accordingly.

Salary and Benefits: £30-37,000 (depending on experience and increasing with exams passed + bonus based on both individual and company performance) + 26.5 days holiday + bank holidays + pension + hybrid working + continued professional development (including funding and support with the professional exams required to become Diploma qualified and Chartered).

The Company: Wealth Matters are an award-winning, innovative, and ambitious Accredited Financial Planning firm, repeatedly voted a top 100 Financial Planning firm. Providing bespoke financial planning, estate planning, and investment planning, they have been helping clients achieve financial freedom since 1999.

Responsibilities

1. Supporting the Financial Planners with delivering an exceptional financial planning service to clients.
2. Developing relationships with clients, arranging meetings, and being the main point of contact for any queries on their portfolio.
3. Assisting the Advisers with pre and post Financial Planning Meeting preparation, including researching clients’ existing arrangements, collating supporting documents, producing compliant illustrations and application forms, and completing all actions arising including fund switches, withdrawals, and assignment of policies.
4. Processing new business application forms, proposals, and supporting documentation.
5. Contract administration of all products recommended by the Financial Planner (pensions, ISAs, Investments, Bonds, Protection etc.).
6. Producing management information and recording and updating all client information on the back-office system.
7. General administration and project work, supporting with the development of the firm’s standard operating procedures.

Skills and Experience Required

1. 12 months + experience of working in a relevant professional services environment (ideally financial advice/planning, but training will be provided for the right candidate).
2. Intelligent, ambitious, proactive, embracing of change and keen to learn, with a commitment to a career within the Financial Planning sector.
3. A strong relationship builder with exceptional customer service skills, tactful, trustworthy, diplomatic and able to maintain confidentiality at all times.
4. Professional appearance, confident manner and exceptional communication skills, both verbal and written.
5. Comfortable working on your own initiative, setting personal goals, directing workflow and managing conflicting deadlines.
6. Analytical, excellent administrative and organisational skills and a keen eye for detail.
7. Strong technology and mathematical aptitude, proficient with MS Office.
8. A strong team player who is keen to participate fully in the successful operation of the business.

Dawn O’Shea is the Recruitment Partner, recruiting the Financial Planning Assistant (Client Relationship Manager) directly on behalf of Wealth Matters so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.