Financial Planning Administrator

18th March, 2025

Financial Planning Administrator

Salary: £25,000 - £29,000
Location: Sale and/or Glossop offices

Are you an experienced Administrator looking to take your career to the next level or seeking to join the financial planning industry? We have an unusual opportunity for a Financial Planning Administrator to join a dynamic and highly successful financial services organisation supporting practice managers in two of their busy offices.

With a long history in helping clients achieve their financial aspirations, they offer the chance to be part of a team of seasoned financial planners and administrators.

Applications are welcomed from experienced IFA Administrators or strong Administrators from other professional services backgrounds.

Role Overview:

Working alongside practice managers, you will provide essential support and contribute to the success of both new and existing business ventures. This role will see you split your time between the Sale and Glossop offices, with a car allowance provided to facilitate your travel. Applicants must possess their own car and a valid driving licence.

Key Responsibilities:

• Supporting practice managers with a variety of day to day tasks
• Manage both new and ongoing business relationships
• Obtain illustrations for new business proposals
• Compile comprehensive portfolio valuation reports
• Access provider platforms to gather crucial information
• Ensure accurate and timely processing of business in compliance with guidelines
• Prepare documents, perform scanning, and data input as required
• Manage diaries and perform ad hoc tasks for advisers
• Answer calls from clients and third parties courteously and professionally, providing necessary information and support

The Offering:

This company offers a competitive salary reflective of qualifications and experience, along with a car allowance. This is an incredible opportunity to join a leading organisation and make a tangible impact on our clients' financial journeys.

If you are equipped with the right skills and experience, we would love to hear from you!

To apply, please submit your CV or contact Jenny on jenny@tempestjones.com for more details.