Wealth Planning Administrator - Client-Focused Impact

MHA; Northampton; On-site; GBP 30,000 - 50,000; Full time

Benefits offered by this job

33 days holiday

Competitive salary package

Employee recognition awards

Access to counseling services

Succession planning program

Job summary

A leading accountancy firm in Northampton is seeking a Financial Planning Administrator to support consultants and ensure exceptional client service. The role involves managing data, supporting compliance, and improving processes. Candidates should have experience in Wealth Management administration and be proficient in Microsoft Office. This firm values professional growth and has a robust rewards program including 33 days of holiday, competitive salary, and employee assistance programs.

Qualifications

• Experience working within a Wealth Management administration role.
• Advanced experience using the full Microsoft Office suite.
• Ability to deliver first class client service.

Responsibilities

• Provide support to consultants to focus on client advising.
• Manage consultant diary for effective time usage.
• Maintain compliance with regulatory requirements.
• Deal with all aspects of the new business process.
• Proactively contribute to continuous improvement initiatives.

Skills

Client communication

Proactive problem solving

Time management

Microsoft Office suite

Wealth Management administration experience

Knowledge of Iress Adviser Office/XPlan

Job description

A leading accountancy firm in Northampton is seeking a Financial Planning Administrator to support consultants and ensure exceptional client service. The role involves managing data, supporting compliance, and improving processes. Candidates should have experience in Wealth Management administration and be proficient in Microsoft Office. This firm values professional growth and has a robust rewards program including 33 days of holiday, competitive salary, and employee assistance programs.