Financial Planning Administrator

Recruit Wealth Ltd; Rotherham; On-site; GBP 22,000 - 30,000; Full time

Job summary

A leading financial planning business in Rotherham seeks experienced Administrators to provide comprehensive back-office support. Ideal candidates will have a background in financial planning and strong client correspondence skills. Enjoy benefits like 25 days holiday, birthday off, annual salary reviews, and professional development opportunities. This role encourages long-term career progression within the organization.

Benefits

25 days holiday plus bank holidays

Day off for your Birthday

Annual salary review

Study support for professional exams

In-House Training

Progression opportunities

Holiday Purchase Scheme

Life Assurance

Pension

Corporate Eyecare cover

Flex/Hybrid working

Responsibilities

• Handle client correspondence both written and verbal.
• Process new business transactions.
• Prepare client review packs for meetings.
• Arrange client meetings and manage Adviser's diary.
• Conduct illustration requests.
• Maintain compliance in client administration.
• Manage client records effectively.
• Respond to phone inquiries and handle requests.
• Provide general back-office support.

Skills

Client correspondence skills

Experience with financial planning

Organizational skills

Back-office support experience

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 several experienced Administrators to join their regional Rotherham 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.

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.