Financial Planning Administrator

Recruit Wealth Ltd; Marlborough; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading financial planning firm in Marlborough is seeking experienced Administrators to support their operations. The role involves client correspondence, documentation preparation, and maintaining compliance records. The ideal candidate will have some background in financial planning and strong organizational skills. The company offers extensive benefits including hybrid working, training support, and opportunities for advancement to paraplanner or adviser roles.

Benefits

25 days holiday plus bank holidays

Study support for professional exams

Pension schemes

Qualifications

• Experience in financial planning administration is preferred.
• Strong organizational skills and attention to detail.
• Excellent communication skills, both written and verbal.

Responsibilities

• Manage client correspondence and processing of new business.
• Prepare client review packs and arrange meetings.
• Maintain client records accurately and ensure compliance.

Skills

Client correspondence

Financial planning administration

General back-office support

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 several experienced Administrators to join their regional Marlborough 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.

About the role

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.

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