Financial Planning Administrator

Asset Recruit; Manchester; On-site; GBP 20,000 - 30,000; Full time

Job summary

A leading wealth management firm is seeking a Financial Planning Administrator for their Manchester office. You will assist Wealth Planners in managing client portfolios, handle business applications, and ensure customer satisfaction. Ideal candidates will have an NVQ Level 3 in Business Administration or be pursuing a Level 4 Diploma in Financial Planning. This position also offers full training towards adviser status, making it an excellent opportunity for career advancement in financial services.

Qualifications

• Previous experience in a similar administrative role is preferred but not essential.

Responsibilities

• Work as part of a team to assist Wealth Planners with client portfolios.
• Liaise with policy providers for detailed information.
• Obtain illustrations for planning.
• Process new business applications.
• Track business applications and pipeline.
• Update client database for accurate records.
• Deliver excellent customer service.

Skills

Good literacy and numeracy skills

Excellent interpersonal skills

Organisational skills

Education

NVQ Level 3 in Business Administration

Working towards Level 4 Diploma in Financial Planning

Job description

Overview

We are currently recruiting for a Financial Planning Administrator for our award winning wealth management client for their Manchester office. Our client is the fastest growing wealth management brand in the UK and has over £10bn in client assets held under management from over 17,000 clients.

Requirements

Ideally you will have an NVQ Level 3 in Business Administration (or equivalent) and/ or be working towards Level 4 Diploma in Financial Planning. You will have good literacy and numeracy skills, excellent interpersonal and organisational skills. Previous experience in a similar role is preferred but not essential.

Responsibilities

• You will work as part of a team to provide the Wealth Planners with the ability to maintain a client portfolio, some key elements of the role include:
• Liaise with policy providers to obtain detailed information
• Obtaining illustrations
• Processing new business applications
• Tracking business applications/ pipeline
• Updating client database to ensure correct records are held
• Deliver excellent customer service/ satisfaction at all times

Opportunity

My client also offers full training through to adviser status so if you are looking to further your career in financial services please apply today.

Please go to the Asset Recruit website to view all our current job opportunities. Should your application be successful we will contact you to discuss the role in more detail within 2 working days of receiving your application. In the event your application is unsuccessful, the information supplied may still be used in connection with future job opportunities. Due to the large number of applications we receive, should you not hear from us within one week then please assume your application has been unsuccessful however we may contact you regarding other roles in the future.