Financial Planning Administrator - Carlisle

Tempest Jones Recruitment; England; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading national financial planning practice is seeking a Financial Planning Administrator to assist in managing client accounts and ensuring compliance. This role offers extensive career development opportunities, a competitive benefits package, and the chance to work in a hybrid environment. Candidates should have experience in financial services and strong organizational skills.

Benefits

Study support toward the Diploma in Financial Planning

Competitive benefits package

Full training

Multiple career progression opportunities

Qualifications

• Professional background in an administrative capacity in financial services.
• Confidence using Microsoft Office, especially Word and Excel.
• Excellent verbal and written communication skills.

Responsibilities

• Managing new and existing client accounts.
• Preparing portfolio valuation reports.
• Processing business in line with compliance guidelines.

Skills

Communication skills

Organizational skills

Microsoft Office proficiency

Job description

Financial Planning Administrator - Carlisle

28th March, 2025

Financial Planning Administrator - Carlisle

Our client is a thriving national chartered financial planning practice specialising in provision of advice on whole of market pensions, investments, mortgages, and protection. They are now seeking a Financial Planning Administrator to join their dynamic team to assist the advisers in creation and maintenance of client financial portfolios.
This role offers an exceptional chance to work in a supportive environment that promotes ongoing career development and progression, including industry exam sponsorship.

On offer:

• £Competitive
• Study support toward the Diploma in Financial Planning
• Full training
• Multiple career progression opportunities
• Hybrid working
• Competitive benefits package

Key Responsibilities:

• Managing both new and existing client accounts
• Obtaining illustrations for new business and preparing portfolio valuation reports for existing pensions and investments
• Accessing provider platforms to gather essential information
• Processing business accurately and promptly in line with compliance guidelines
• Document preparation, scanning, and data input as required
• Diary management and other ad hoc tasks as requested by advisers
• Answering telephones professionally and courteously, providing information and assistance to advisers and third parties

Requirements:

• Professional background within an administrative capacity in financial services
• Neither current nor future need for sponsorship.
• Confidence using Microsoft Office, word and Excel.
• Excellent communication skills both verbal and written.
• Permanent residency. This company are unable to provide sponsorship so they are seeking candidates who have both current and indefinite right to work in the UK.

If you are looking to advance your career within a leading financial planning practice and keen to find out more, we want to hear from you!

Apply today by sending your cv to jenny @ tempestjones .com