Financial Planning Administrator

Recruit Wealth Ltd; Sheffield; On-site; GBP 60,000 - 80,000; Full time

Job summary

A national financial planning firm in Sheffield is seeking experienced Administrators to support their team. Responsibilities include client correspondence, processing new business, and managing client meetings. Ideal for individuals with a background in Financial Planning looking for career growth. The firm offers 25 days holiday, study support, and progression opportunities.

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

Holiday Purchase Scheme

Life Assurance

Pension

Corporate Eyecare cover

Qualifications

• Some existing Financial Planning background preferred.

Responsibilities

• Client correspondence, written and verbal.
• Processing new business.
• Preparation of client review packs.
• Arranging client meetings and managing the Adviser's diary.
• Ensure all financial planning client administration is compliant.
• Maintain client records on software.
• Handling phone calls and requests.
• General back-office support using IO software.

Job description

Overview

Recruit Wealth are representing one of the UK's fastest growing, national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Dore offices.

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.

There are various administration opportunities available within the team due to a recent acquisition and office expansion.

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

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