Financial Planning Administrator

Recruit Wealth; Winchester; On-site; GBP 25,000 - 30,000; Full time

Job summary

A national Financial Planning business in Winchester is seeking an experienced Administrator to handle client correspondence, manage meeting arrangements, and ensure accurate record-keeping. This dynamic employer offers career progression opportunities into Paraplanning roles. Ideal candidates will have strong communication skills and proficiency with software. Enjoy a supportive workplace and 25 days of holiday, ensuring a balanced work-life experience.

Benefits

25 days holiday

Qualifications

• Strong communication skills for client interactions.
• Experience in administrative roles is beneficial.
• Ability to maintain records accurately.

Responsibilities

• Manage client correspondence, both written and verbal.
• Process new business and prepare client review packs.
• Arrange client meetings and manage the Adviser’s diary.
• Maintain client records and ensure compliance.
• Provide general back-office support.

Skills

Client correspondence

Attention to detail

Communication skills

Proficiency with software

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 an experienced Administrator to join their regional Winchester 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 :

25 days holiday...