Financial Planning Administrator - Wakefield

Financial Planning Administrator - Wakefield

28th March, 2025

Financial Planning Administrator - Wakefield

Our client is a thriving national chartered financial planning practice specialising in provision of advice on whole of market pensions, investments, mortgages, and protection. They are now seeking a Financial Planning Administrator to join their dynamic team to assist the advisers in the creation and maintenance of client financial portfolios.
This role offers an exceptional chance to work in a supportive environment that promotes ongoing career development and progression, including industry exam sponsorship.

On offer:

• £Competitive
• Study support toward the Diploma in Financial Planning
• Full training
• Multiple career progression opportunities
• Hybrid working
• Competitive benefits package

Key Responsibilities:

• Managing both new and existing client accounts
• Obtaining illustrations for new business and preparing portfolio valuation reports for existing pensions and investments
• Accessing provider platforms to gather essential information
• Processing business accurately and promptly in line with compliance guidelines
• Document preparation, scanning, and data input as required
• Diary management and other ad hoc tasks as requested by advisers
• Answering telephones professionally and courteously, providing information and assistance to advisers and third parties

Requirements:

• Professional background within an administrative capacity in financial services
• Neither current nor future need for sponsorship.
• Confidence using Microsoft Office, Word and Excel.
• Excellent communication skills both verbal and written.
• Permanent residency. This company is unable to provide sponsorship, so they are seeking candidates who have both current and indefinite right to work in the UK.

If you are looking to advance your career within a leading financial planning practice and keen to find out more, we want to hear from you!

Apply today by sending your CV to jenny@tempestjones.com