Financial Planning Administrator (FTC)

Brooks Macdonald; Nuneaton; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading wealth management firm is seeking a Financial Planning Administrator in Nuneaton for a 12-month Fixed Term Contract. The role involves providing administrative support to advisers and clients, ensuring a smooth process from start to finish. Responsibilities include data gathering, processing new business, and maintaining client records. Ideal candidates will have administrative experience in wealth management and strong communication skills.

Qualifications

• Experience providing administrative support in wealth management.
• Demonstrable pensions and investment product knowledge.

Responsibilities

• Prepare files for client reviews and process new business applications.
• Maintain and update client records on the back-office system.

Skills

Communication

Time Management

Education

CII Level 4 qualification

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Intelligent Office

Job description

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Head of Talent Acquisition at Brooks Macdonald

Brooks Macdonald are looking for a Financial Planning Administrator to join our Administration team in Nuneaton, on a 12-month Fixed Term Contact.

Within this role, you will be part of a fast-paced team who provide administration support working closely with advisers and clients to ensure a smooth process from start to finish.

Day to day duties include gathering data, producing review packs, processing new business, dealing with letters of authority, updating client files and liaising with a variety of different providers.

Role Responsibilities:

• File preparation for new and existing client reviews including valuation reports
• Overseeing and processing new business applications, withdrawals, drawdown and fund switches
• To ensure that files remain compliant at all times
• To maintain and update client records on our back-office system (Intelligent Office)
• To gather sufficient information on existing plans/arrangements to enable adviser to review our client’s needs
• To ensure that all necessary plan information, forms and illustrations (where applicable) are available
• To structure letters to providers and clients
• Arrange client meetings and manage diaries
• General client servicing (e.g. Chasing LOA’s, address changes, liaising with product providers and third parties etc)
• To answer telephone calls and other general administrative duties such as filing/scanning/post
• Meet and greet clients for face-to-face appointments
• Perform role always ensuring adherence to the expected behaviours stated in the FCA Conduct Rules

Experience Required:

• Experience providing administrative support to advisers within a wealth management organisation
• Proficient with Microsoft Excel, Word and Outlook
• Demonstrable pensions and investment product knowledge
• Excellent communication skills both verbal and written
• Prioritise and plan own workload, with an ability to effectively manage own time and achieve strict time scales
• Working towards the CII Level 4 qualification desirable
• A knowledge of Intelligent Office desirable

About Brooks Macdonald

Brooks Macdonald Group plc is one of the UK's leading wealth management firms, recognised for investment performance and client service. We offer leading multi-asset investment services to intermediaries, and high-quality financial planning advice to private clients, benefitting from a strong local presence across the UK.

We offer fulfilling careers in an inclusive culture that values diversity, ambition and rewards high performance.

Our values (we call them our guiding principles) underpin our culture and are at the heart of everything we do:

• we do the right thing
• we are connected
• we make a difference

We welcome talented people from all backgrounds who live our guiding principles and are focused on ensuring good outcomes for our clients.

We value different ways of working and actively promote flexible working across our business. Collaboration is important to us as a firm, with employees required to be in the office 3 days a week, and each team having a core in-office day per week.

We’re committed to promoting equal employment opportunities and positively encourage applications from suitably qualified candidates regardless of race, religion or belief, sexuality, age, disability, gender, gender identity, marital status or pregnancy and maternity.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Contract

Job function

• Job function

  Administrative

• Industries

  Financial Services, Investment Advice, and Investment Management

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