Financial Planning Administrator

Job Title: Financial Planning Administrator
Location: Kidderminster
Salary: up to £30,000

Benefits:

• 31 days annual leave (incl BH)
• Income protection scheme from day 1
• Life assurance from completion of probation
• Other benefits include: EAP, Wellbeing support, Financial wellbeing, virtual GPs etc.
• Company sick pay from completion of probation

About Us: We are a reputable financial advisory firm committed to providing top-notch service and expertise to our clients. We are currently seeking a dedicated and detail-oriented individual to join our team as a Financial Planning Administrator. This role is crucial in maintaining our commitment to excellent customer service and ensuring the smooth daily operations of our office.

Role Purpose: As a Financial Planning Administrator, you will play a key role in providing essential administrative support to the team. Your responsibilities will include handling queries from clients and other parties, preparing documentation, and ensuring compliance with regulatory requirements.

Key Duties and Responsibilities:

• Provide high-quality administrative support to advisers and the support team.
• Effectively communicate with clients and other parties to address queries.
• Accurately process applications and record management information.
• Collaborate with product providers, advisers, clients, and third parties to ensure timely case completion.

Qualifications and Skills:

• Previous experience Within an IFA.
• Strong organisational skills with attention to detail.
• Excellent communication and interpersonal skills.
• Proficient in using back-office systems.
• Ability to work independently and collaboratively within a team.

What’s next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support, ifa admin, PA, client review, client delivery, business support, financial services