Financial Planning Administrator

Recruit Wealth Ltd; West Midlands Combined Authority; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading national Financial Planning business in the UK seeks experienced Administrators for their Halesowen office. The role involves client correspondence, processing new business, and managing the adviser's diary. Ideal candidates will have a financial services background, and career progression opportunities are available. The company offers a supportive work environment with numerous benefits, including generous holiday, training support, and hybrid working options.

Benefits

25 days holiday plus bank holidays

Day off for your Birthday

Annual salary review

Study support for professional industry exams

In-House Training

Holiday Purchase Scheme

Life Assurance

Pension

Corporate Eyecare cover

Flex/Hybrid working

Qualifications

• Experience working within financial services, ideally in an IFA business.
• Strong written and verbal communication skills.
• Ability to manage client records accurately.

Responsibilities

• Client correspondence, written and verbal.
• Processing new business and preparing client review packs.
• Arranging client meetings and managing the adviser's diary.

Skills

Client correspondence

Processing new business

Attention to detail

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 Halesowen 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.

Our Client is seeking candidates who have experience of working within Financial services ideally within an IFA Business

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, 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.