Financial Planning Administrator

ZipRecruiter; Wakefield; Hybrid; GBP 27,000 - 30,000; Full time

Job summary

A leading wealth management firm in Wakefield is seeking an experienced Financial Planning Administrator for their adviser support team. The role involves assisting advisers with administrative tasks related to high-net-worth clients and offers a pathway to paraplanning. With a competitive salary of £27,000 to £30,000, potential bonuses, and hybrid working options post-probation, this position is an excellent opportunity for those looking to advance in the financial sector.

Benefits

5% pension

4xDIS

Westfield Health Cashplan

21 days holidays + stats

Discretionary annual bonus

Qualifications

• Admin support experience in financial advice, especially pensions and investments.
• Ambition to study towards their Diploma (CII).
• Ability to manage client records and administrative processes.

Responsibilities

• Providing general administration support to nominated advisers.
• Processing new business applications.
• Managing and updating client records in the CMS.

Skills

Financial advice administration

Client communication

Pensions knowledge

Investments knowledge

Education

Diploma (CII)

Tools

Intelligent Office/IO

Job description

Job Description

The Company: Operating nationally this is a renowned wealth management firm based in Wakefield who are looking to add an experienced Financial Planning Administrator to their adviser support team. With vast experience across both private and corporate client advice this is an excellent career opportunity to study towards your R0 exams and ultimately progress into paraplanning; with the longer-term aim of advising also pushed/promoted.

• Location: Wakefield
• Hybrid Working: Yes - After probation. 50:50 split

Package: £27-30k base DOE + bonus and full company benefits

• Key Benefits: 5% pension, 4xDIS and Westfield Health Cashplan
• Holidays: 21-days + stats
• Bonus: Discretionary - Paid annually

The Role: Reporting into the Ops Manager this role will sit within the firm’s Admin Support team and work closely alongside advisers to provide HNW private clients with pertinent advice. Duties include:

• Providing nominated advisers with general administration support
• Processing and monitoring of new business applications in accordance with procedures
• Inputting adviser information onto CMS
• Creating and managing client records
• Keeping the client database information up to date
• Scanning Relevant Documentation into Client Management System
• Completing forms when required
• Communicating with clients and providers
• Dealing with Letters of Authority
• Ensure that client, policy and adviser information details are kept up to date on CMS
• Project Work - Such as OEIC to ISA/Annual Valuations

The Person: You will hold admin support experience processing new business across investments and pensions advice, ideally within an IFA environment. This role will suit someone with:

• The ability to deal with all aspects of financial advice administration inclusive of pensions, investments, protection and wider tax planning etc
• Experience with the Intelligent Office/IO client management system (not essential) and platforms such as Aegon, Aviva and Quilter
• Ambitions to study towards their Diploma (CII) and push into paraplanning work

What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours. For further opportunities that might suit you, please visit the website: www.cb3associates.co.uk