Technical Administrator - Financial Planning

ZipRecruiter; Northampton; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial services organisation seeks an experienced wealth management support professional to enhance their career. This role involves drafting suitability letters, arranging client meetings, and supporting portfolio management within a vibrant team. Ideal candidates will have financial services experience and strong IT capabilities, providing a generous package and development opportunities.

Benefits

Generous basic package

Support for skill development

Qualifications

• Experience in a Financial Services admin role with familiarity with industry terms.
• Exposure to FCA regulations and client portfolio management.
• High competence in IT, particularly Microsoft Office.

Responsibilities

• Drafting Suitability Letters and meeting summaries for advisers.
• Arranging client meetings and preparing portfolio reviews.
• Sourcing provider illustrations and communication with providers.

Skills

Organisational skills

Multi-tasking

Can do attitude

Working knowledge of the regulated Financial Services Industry

Strong IT skills

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Intelligent Office

Job description

Job Description

New year and looking to take your financial planning administration role to the next level?

After continued growth and development this leading financial services organisation is looking to bring an experienced and enthusiastic wealth management support professional on board to advance their career.

The successful candidate will have experience within a financial services environment, preferably and IFA and have exposure to FCA regulations and strong IT skills.

Duties for this role will include:

• Drafting Suitability Letters
• Drafting meeting summary communications for adviser
• Provider communication
• Arranging client meetings
• Preparing Client Portfolio reviews
• Trades/Switches
• Sourcing/generating provider Illustrations

You will have:

• Organised with the ability to multi-task.
• Can do attitude
• Working knowledge of the regulated Financial Services Industry
• Previously worked in a Financial Services admin role so have some familiarity with the terms used.
• Highly competent user of Microsoft Word, Excel & Outlook, experience with Intelligent Office would be an advantage

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

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