Financial Planning Administrator

Recruit Wealth; United Kingdom; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial planning firm in the UK is seeking an experienced Administrator for their Dore offices. The role includes client correspondence, processing new business, and managing the Adviser's diary. The company offers 25 days holiday, a day off for your birthday, study support for professional exams, and clear paths for progression up to Paraplanner and Adviser roles.

Benefits

25 days holiday plus bank holidays

Day off for your Birthday

Annual salary review

Study support for professional industry exams

Progression to Trainee Paraplanner, Paraplanner and Adviser

Pension

Life Assurance

Corporate Eyecare cover

Qualifications

• Existing Financial Planning background preferred.
• Ability to handle client correspondence and manage documentation.

Responsibilities

• Client correspondence, both written and verbal.
• Processing new business and preparation of client review packs.
• Arranging client meetings and managing the Adviser's diary.

Job description

Recruit Wealth are representing one of the UK's fastest growing and largest national Financial Planning businesses who are currently recruiting for an experienced Administrator 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.

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:

• 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.