Job description
A well-established financial planning firm is seeking a proactive and organised Financial Planning Administrator to join its established team in Sunderland. This is an excellent opportunity to contribute to a high-performing team by supporting the delivery of exceptional client service and helping ensure efficient day-to-day operations within the financial advice process.
Key Responsibilities
1. Client Administration: Prepare new client packs, manage Letters of Authority (LOAs), and assist with client information gathering and submissions.
2. Data Accuracy: Ensure client information is accurately maintained within internal systems.
3. Research & Reports: Conduct research on products and providers, and help prepare various reports such as annual reviews, fund switch/withdrawals, Bed & ISA, and new business reports.
4. Annual Review Support: Play a key role in preparing client annual review documents.
5. Client Interaction: Act as a first point of contact for clients, delivering a friendly and professional front-of-house experience.
6. Administrative Support: Assist advisers with day-to-day administrative tasks and help resolve client and adviser queries.
The Ideal Candidate
7. Experience in a similar administrative role within financial planning or financial services is highly desirable.
8. Excellent organisational skills and the ability to prioritise in a fast-paced environment.
9. Confident communicator with strong attention to detail and accuracy.
10. Proficient in Microsoft Office and ideally experienced with financial CRM or planning software.
11. Friendly, client-focused attitude with a willingness to learn and grow within the financial services industry.
12. A positive, proactive team player with good time management skills.
Benefits
13. Company pension scheme
14. 25 days annual leave (plus birthday off)
15. Flexible benefits package
16. Option to purchase additional holiday
17. Enhanced family-friendly policies
18. Cycle to work scheme
19. Death in service benefit
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