Financial Planning Administrator

Recruit Wealth; Rotherham; On-site; GBP 24,000 - 30,000; Full time

Job summary

A national financial planning company in Rotherham is seeking experienced Administrators to join their team. The role involves client correspondence, processing new business, and maintaining accurate records. Candidates will have opportunities for progression within the company, although it's not a requirement. The company values long-term administrators and provides a rewarding working environment.

Qualifications

• Experience in financial planning administration is preferred.
• Strong communication skills required.

Responsibilities

• Handle client correspondence and process new business.
• Prepare client review packs and manage Adviser’s diary.
• Maintain accurate client records and ensure compliance.

Skills

Client correspondence

Attention to detail

Organizational skills

Back-office support

Tools

IO software

Job description

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 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.

Overview of the role is detailed below :

• 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 of joining the business :

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