Financial Planning Administrator — Client & New Business Support

Bond Recruitment Ltd; Cheadle Hulme; On-site; GBP 25,000 - 35,000; Full time

Job summary

A recruitment agency is seeking an experienced Financial Planning Administrator for a well-established firm in Cheadle, United Kingdom. This role involves providing administrative support to financial advisers and managing new business cases efficiently. Candidates should have excellent communication skills, proficiency in Microsoft Office, and strong organizational abilities. If you have prior experience in a similar role, apply today to join a dynamic team.

Qualifications

• Excellent communication skills to liaise effectively with advisers, providers, and clients.
• Proficient in Microsoft Office, especially Excel and Word.
• Strong organizational skills and ability to manage workload.

Responsibilities

• Provide effective administration support to Advisers and Head Office.
• Assist with processing cases for Paraplanners and Advisers.
• Maintain compliance and monitor new business submissions.

Skills

Excellent written and verbal communication

Time management

Microsoft Office proficiency

Strong interpersonal skills

Organizational skills

Job description

A recruitment agency is seeking an experienced Financial Planning Administrator for a well-established firm in Cheadle, United Kingdom. This role involves providing administrative support to financial advisers and managing new business cases efficiently. Candidates should have excellent communication skills, proficiency in Microsoft Office, and strong organizational abilities. If you have prior experience in a similar role, apply today to join a dynamic team.