Job: Financial Planning Administrator
Location: Stokenchurch (Hybrid)
Salary: Negotiable
Role Description
A modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their expanding team. 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 annual client review packs
* Completing portfolio illustration requests
* Providing comprehensive back-office support
* Corresponding with clients in both written and verbal formats
* Arranging client meetings and managing Advisers' diaries
* Maintaining accurate, compliant, and well-presented client records on company systems
Key Requirements
* Previous experience working within a Financial Planning firm (essential)
* 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)
* Hybrid working Available
* Annual salary reviews
* Life assurance
* Company Pension
* Opportunity to develop towards a paraplanning role in the future
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