Job Description
Job: Financial Planning Administrator
Location: Halesowen (Hybrid working available)
Salary: Negotiable
Role Description
A well-established and growing financial planning firm is seeking an experienced Financial Administrator to join its team due to continued expansion. This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers.
The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders.
Responsibilities
* Processing new business applications
* Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs
* Arranging client meetings and managing Advisers’ diaries
* Completing portfolio illustration requests
* Providing comprehensive back-office support
* Ensuring all financial planning administration is completed in line with company procedures
* Corresponding with clients in both written and verbal formats
* Maintaining accurate, compliant, and well-presented client records on company systems
Key Requirements
* Previous experience working within a Financial Planning firm (essential)
* CII Level 3 qualification in Financial Administration preferred (training support available)
* Working knowledge of Intelligent Office (IO) and platform experience would be advantageous
* Strong ability to manage and prioritise workloads effectively
* Excellent communication, planning, and organisational skills
* Strong analytical and problem-solving abilities
Benefits
* Professional industry exams and study supported
* 25 days’ holiday and ability to purchase more holiday (excluding bank holidays)
* Annual salary reviews
* Birthday day off
* Life assurance and pension
* Clear progression opportunities to Paraplanner and Adviser roles, if desired