Financial Planning Administrator

Financial Planning Administrator

Up to £27,000

Wolverhampton Area

Our client, an established firm of Financial Planners form part of St James Place. They are now looking to recruit an additional Administrator to join their team to undertake all support tasks for the Financial Advisers. Joining a highly successful and respected practice, this is a truly exciting opportunity for a high calibre individual who is keen to make a move to improve their career within the Wealth Management industry.

The main purpose of the role is to ensure all Pension, Investment and Protection business cases are managed effectively and to ensure that the companies' standards are maintained. The successful candidate will be responsible for preparing meeting support packs and valuations reports for each planned meeting as well as providing direction and motivation for the administration team.

Responsibilities

o Administration of both new and existing business, ensuring compliance, reports and process procedures are followed

o Maintaining accuracy of client information and assisting with the on-going management of the client

o Interacting with clients in an efficient and professional manner

o Responsibility for continued administration, general office duties and processing of new business

Requirements

o Previous experience in a Financial Services Administration role - ideally coming from an IFA Firm or a Product Provider

o A strong working knowledge of the regulated financial services market

o Proficient in Microsoft Office applications

o Excellent understanding of the financial planning process

o Be a strong communicator - Written & verbally

o Strong planning & organizational skills

Our client is looking for a Self-motivated, career minded, enthusiastic and positive but meticulous individual, who is able to work as part of a team and have a flexible approach.

For more information, please contact one our specialist consultants quoting REF: NJR 14707