Financial Planning Administrator

Recruit Wealth Ltd; Newcastle-under-Lyme; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial services employer is seeking an experienced Administrator for their Newcastle under Lyme office. Responsibilities include client correspondence, processing business, and providing back-office support. The company offers numerous benefits such as 25 days holiday, study support, and career progression opportunities to Trainee Paraplanner and Adviser roles. This role is ideal for those looking for long-term administrative positions with a reputable employer.

Benefits

25 days holiday plus bank holidays

Annual salary review

Study support for professional exams

Life Assurance

Pension

Qualifications

• Experience in financial services administration preferred.
• Excellent written and verbal communication skills required.
• Ability to manage multiple tasks and prioritize effectively.

Responsibilities

• Process client correspondence.
• Prepare client review packs and maintain records.
• Arrange meetings and manage diaries for financial planners.

Skills

Client correspondence

Processing new business

Use of IO/Intelligent Office software

General back-office support

Job description

Overview

Recruit Wealth are representing one of the UK's fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for an experienced Administrator to join their regional Newcastle under Lyme offices.

With 50 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer genuine career opportunities for Financial Services professionals.

Our client offers expert, regulated, independent advice to private clients, companies and trustee's in all areas of Financial Planning & Wealth Management.

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, pension, investment & protection
• Chasing providers/insurers
• Preparation of client review packs
• Arranging client meetings and managing the financial planner's diary
• Illustration requests
• Accurate use of IO/Intelligent Office software
• Maintain client records and ensure client files are well presented, accurate and compliant
• Taking phone calls, enquiries and requests and handling them where appropriate
• General back-office support

Benefits

• 25 days holiday plus bank holidays
• Day off for your Birthday
• Annual salary review
• Staff awards
• Study support for professional industry exams
• In-house academy, professional development
• Progression to Trainee Paraplanner, Paraplanner and Adviser if desired
• Holiday Purchase Scheme
• Life Assurance
• Pension
• Corporate Eyecare cover

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