Financial Planning Administrator — Hybrid & Study Support

Recruit Wealth Ltd; Halifax; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading Financial Planning firm in Halifax is seeking experienced Administrators to join their team. The role involves handling client correspondence, processing new business, and ensuring adherence to internal procedures. The firm offers numerous benefits, including 25 days of holiday, training support, and opportunities for progression to higher roles. Ideal candidates will have a background in financial planning, seeking to advance their careers.

Benefits

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

Holiday Purchase Scheme

Life Assurance

Pension

Corporate Eyecare cover

Qualifications

• Experience in client correspondence and financial administration is preferred.
• Ability to manage client records accurately and comply with internal procedures.

Responsibilities

• Handle client correspondence and enquiries effectively.
• Process new business and prepare client review packs.
• Manage Adviser's diary and arrange client meetings.

Skills

Client correspondence

Financial Planning knowledge

Attention to detail

Experience with IO software

Job description

A leading Financial Planning firm in Halifax is seeking experienced Administrators to join their team. The role involves handling client correspondence, processing new business, and ensuring adherence to internal procedures. The firm offers numerous benefits, including 25 days of holiday, training support, and opportunities for progression to higher roles. Ideal candidates will have a background in financial planning, seeking to advance their careers.