Financial Planning Administrator/ Receptionist (Financial Planning Firm)

ZipRecruiter; Leicester; On-site; GBP 23,000 - 28,000; Full time

Job summary

An established industry player is seeking a Financial Planning Administrator/Receptionist to join their dynamic team in Leicester. This role offers a unique opportunity to support Financial Planners while ensuring a seamless client experience. As the first point of contact, you will be responsible for managing appointments, processing new business, and ensuring compliance with industry regulations. If you have a passion for delivering exceptional service and possess a strong understanding of financial products, this position could be your next career step in a supportive and progressive environment.

Qualifications

• Experience in the financial services industry with knowledge of Pensions and Investments.
• Reception or front-of-house experience with a focus on client service.

Responsibilities

• Process new business and schedule client appointments.
• Ensure compliance with relevant procedures and greet clients appropriately.
• Handle incoming and outgoing post and maintain reception tidiness.

Skills

Client Service

Compliance Knowledge

Administrative Skills

Data Management

Education

Experience in Financial Services

Reception Experience

Job description

Job Description

Financial Planning Administrator/Receptionist (Financial Planning Firm)

Location: Leicester

Salary: Up to £28,000

NJR Recruitment is currently working alongside a well-established firm of Independent Financial Advisers and Insurance Brokers who are now recruiting for an IFA Administrator / Receptionist. This opportunity has arisen due to internal progression.

The role involves working with a busy team of Financial Planners to provide support, ensuring a seamless client experience. Additionally, the role includes reception cover two days per week.

Responsibilities:

1. Process new business, client illustrations, valuations, and schedule client appointments.
2. Ensure compliance with relevant procedures including TCF, T&C, and financial crime policies (anti-money laundering, data security, anti-bribery, fraud, and corruption).
3. Greet clients, check their details, and provide refreshments as appropriate.
4. Answer phones, take detailed messages, and direct calls accordingly.
5. Handle incoming and outgoing post, including scanning, sorting, and distribution.
6. Organise outgoing post for collection.
7. Maintain tidiness of reception and meeting rooms.
8. Perform photocopying and prepare client files.
9. Carry out general administrative duties, including LOA processing.
10. Print and post signature documents when necessary.
11. Manage and input data into the database.

The ideal candidate will have industry-related experience with a good knowledge of Pensions and Investments. Reception or front-of-house experience, delivering first-class service to clients and colleagues, is also desirable.

For more information, please contact one of our specialist consultants quoting reference NJR 15726.