Wealth Planning Administrator — Path to Adviser Status

Asset Recruit; Manchester; On-site; GBP 20,000 - 30,000; Full time

Job summary

A leading wealth management firm is seeking a Financial Planning Administrator for their Manchester office. You will assist Wealth Planners in managing client portfolios, handle business applications, and ensure customer satisfaction. Ideal candidates will have an NVQ Level 3 in Business Administration or be pursuing a Level 4 Diploma in Financial Planning. This position also offers full training towards adviser status, making it an excellent opportunity for career advancement in financial services.

Qualifications

• Previous experience in a similar administrative role is preferred but not essential.

Responsibilities

• Work as part of a team to assist Wealth Planners with client portfolios.
• Liaise with policy providers for detailed information.
• Obtain illustrations for planning.
• Process new business applications.
• Track business applications and pipeline.
• Update client database for accurate records.
• Deliver excellent customer service.

Skills

Good literacy and numeracy skills

Excellent interpersonal skills

Organisational skills

Education

NVQ Level 3 in Business Administration

Working towards Level 4 Diploma in Financial Planning

Job description

A leading wealth management firm is seeking a Financial Planning Administrator for their Manchester office. You will assist Wealth Planners in managing client portfolios, handle business applications, and ensure customer satisfaction. Ideal candidates will have an NVQ Level 3 in Business Administration or be pursuing a Level 4 Diploma in Financial Planning. This position also offers full training towards adviser status, making it an excellent opportunity for career advancement in financial services.