Wealth Planning Administrator for IFA Team

RGH-Global Ltd; Bromsgrove; On-site; GBP 26,000 - 30,000; Full time

Job summary

A growing financial planning firm located near Bromsgrove seeks an organised and detail-oriented Financial Administrator. The role involves providing administrative support to financial advisers, ensuring compliance, and maintaining client records. The ideal candidate will have prior administrative experience and, ideally, a background in financial services. Proficiency in Microsoft Office and excellent communication skills are crucial for success.

Qualifications

• Previous experience in an Administrative role is essential.
• Experience in financial services is desirable.
• Knowledge of financial products is an advantage.

Responsibilities

• Provide full administrative support to advisers and paraplanners.
• Prepare and process new business applications and client reviews.
• Maintain and update client records and financial planning systems.
• Produce valuations, illustrations, and reports as required.
• Liaise with providers, clients, and stakeholders.
• Ensure compliance and regulatory requirements are met.
• Handle correspondence via phone, email, and post.
• Support preparation of client meetings with necessary documentation.

Skills

Organisational skills

Attention to detail

Communication skills

Proficiency in Microsoft Office

Ability to prioritise tasks

Proactive team player

Job description

A growing financial planning firm located near Bromsgrove seeks an organised and detail-oriented Financial Administrator. The role involves providing administrative support to financial advisers, ensuring compliance, and maintaining client records. The ideal candidate will have prior administrative experience and, ideally, a background in financial services. Proficiency in Microsoft Office and excellent communication skills are crucial for success.