Job Description
Job Role: Financial Planning Administrator
Industry: Financial Services
Location: Harrogate
Salary: Up to £32,000
Are you a Financial Services Administrator looking for a role where you can make a difference? Join a forward-thinking firm where you will work closely with advisers, ensuring clients receive first-class service and tailored financial advice.
You’ll play a vital part in supporting financial advisers; preparing client review packs, updating and validating plan information, and ensuring all valuations and income data are accurate. From producing client valuation reports to liaising with providers and chasing outstanding information.
Responsibilities include
· Preparing client review packs with up-to-date valuations, policy information, and costs and charges
· Requesting and chasing plan information from providers and updating IO systems
· Producing comparisons on investment propositions and assisting with research
· Processing new business applications and liaising with providers to ensure timely completion
· Maintaining accurate client files and ensuring compliance with FCA rules and company procedures
· Collaborating with advisers and support teams to deliver excellent service to clients
What we’re looking for
· At least 1 year experience within adviser support or financial administration
· Good written and verbal communication skills
· A methodical, accurate, and proactive approach to work
· Competence with IT systems and confidence in learning new platforms
Benefits
· Private medical insurance, group life insurance, and income protection insurance.
· Pension Scheme (7.5% employer contribution)
· 25 days annual leave (+ ability to buy or sell 5 days)
· Office Christmas closure
· Hybrid working (2/3-day split)
· Performance related bonus
· Lunch and snacks provided
This is an opportunity to be part of a company that values professionalism, trust, and innovation, and gives its employees the resources to succeed.
Get in touch today to find out more!