Financial Planning Administrator- Romford

Blakemore Recruitment; England; On-site; GBP 30,000 - 36,000; Full time

Benefits offered by this job

On-site parking

Company pension

Performance-related bonus

Job summary

Blakemore Recruitment is seeking a Financial Planning Administrator for a well-established practice in Romford, Essex. You will support Financial Advisers with processing of new business, client communications and administration to ensure high-quality service.

Two years’ experience in Financial Planning Administration is essential, plus knowledge of life, pension and investment products. A Certificate in Financial Planning is preferred, enabling effective liaison with providers and clients.

Qualifications

• Minimum of two years' experience in a Financial Planning Administration role.
• Experience within a Financial Adviser or Wealth Management firm.
• Knowledge of life, pension and investment products.

Responsibilities

• Prepare documentation for client meetings and new business submissions.
• Process new business applications for pension and investment plans.
• Produce client portfolio reviews.

Skills

Written communication

Verbal communication

Organisational skills

Attention to detail

Proactive

Teamwork

Microsoft Office

Education

Certificate in Financial Planning

Tools

XPLAN

Job description

Financial Planning Administrator

Location: Romford, Essex

Salary: £30,000-£36,000 per annum

Working hours: Monday to Friday, full-time

About the Opportunity

We are recruiting on behalf of a well-established and stable independent financial planning practice based in the Romford area, seeking an experienced Financial Planning Administrator to join its team.

This is an excellent opportunity for an organised and proactive individual with previous experience working within a financial advisory or wealth management firm. You will provide essential administrative support to Financial Advisers, helping ensure the smooth processing of new business and the delivery of a high-quality service to clients.

Please note: A minimum of two years' experience in a Financial Planning Administration role is essential. Applications from candidates without experience working for a Financial Adviser or Wealth Management firm will not be considered.

Key Responsibilities

• Preparing documentation for client meetings and new business submissions.
• Processing new business applications for pension and investment plans.
• Producing client portfolio reviews.
• Preparing new business illustrations.
• Carrying out trades on provider platforms.
• Liaising with product providers and third parties to obtain information regarding clients' existing arrangements.
• Inputting, updating and maintaining accurate client records on XPLAN.
• Completing general administrative duties to support the Financial Advisers.
• Undertaking additional tasks as required by management.

About You

To be successful in this role, you will have:

• A minimum of two years' experience in a Financial Planning Administration role.
• Previous experience working within a Financial Adviser or Wealth Management firm.
• Knowledge and experience of life, pension and investment products.
• Excellent written and verbal communication skills.
• Strong organisational skills and exceptional attention to detail.
• A proactive approach, with the ability to use your initiative and work independently.
• The ability to work effectively as part of a team.
• Strong workload management skills, with the ability to prioritise competing demands and meet deadlines.
• A flexible approach and the ability to work well under pressure.
• Good Microsoft Office skills.
• A Certificate in Financial Planning or an equivalent qualification.

What’s on Offer?

• Competitive salary of £30,000-£36,000, depending on experience.
• Performance-related bonus.
• Company pension.
• On-site parking.
• Monday-to-Friday working pattern.