Recruit Wealth are representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for a highly experienced Financial Planning Administrator to join their Bracknell team and office.
Our client is a modern, highly ethical and rewarding employer to work for. They deal with individuals/private clients relating to their pensions, investments and working towards ensuring financial security with their expert advice and guidance.
This is a hands on role, working alongside experienced team members of Paraplanners and a high producing Financial Planner.
Overview of the role
* Ensure all dealings with clients, providers, staff and any third parties are conducted in a professional and courteous manner
* Preparing documentation for client meetings, packaging suitability letters, keeping the client files up to date, scanning and printing, keeping detailed file notes
* Ensuring compliance with regulatory requirements and company policies
* Maintaining accurate client data, policy information and critical records using the back-office system.
* Processing new business both online and via paper applications
* Responding to ad-hoc enquiries, processing letters of authorities, preparing valuations, updating platforms and providers
* Communicating with clients and providers via phone, email, post and occasionally face to face, assisting with incoming and outgoing post
* Generally providing administration support
Benefits
* 3 days office/2 days home
* Up to 10% company discretionary bonus
* Annual share option issue
* Private pension
* Death in service of x4 salary
* PHI equal to 75% of salary after 6 months of absence
* We Care Employee Assistance Plan
* 25 days holiday increasing by one day annually to a max of 30
* Day off for your birthday
* Study leave for relevant exams and paid for qualifications
* Electric vehicle salary sacrifice scheme
* Cycle to work scheme
* Flexible start time from 8.00am to 9.30am - Monday to Friday
This role will undoubtedly suit an individual who has existing financial planning background experiences, but looking to take the next step up in their career.
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