Financial Planning Administrator

Financial Planning Administrator

Up to £30,000 per annum,

Life cover, income protection and health cash plan

Eye care vouchers

Enhanced annual leave increasing with service

Flexible/ Smart working

Employee assistance programme

We are so excited to be representing such a highly regarded business advisory practice who due to continued success and expansion, are now seeking an additional Financial Planning Administrator to join their office in Leeds city centre.

This is a highly professional practice who knows that their biggest asset is their people. As such they have an extremely supportive leadership team who offer continued professional development and study support as well as a long-term career.

On offer will be a competitive benefits package and salary along with the security of a long-term role and study support for industry exams.

The Role

This will be an incredibly varied role providing 360' support to a team of independent financial planners. The overall purpose will be to provide first line administrative and technical support to the Financial Planning Consultant whilst continuing to be the main point of contact for clients maintaining a high level of service.

Core duties will involve:

• Processing new business.
• Gathering documentation for review meetings.
• Obtaining valuations and new business illustrations.
• Preparation of the suitability report and conducting research.
• Preparing meeting and review packs.
• Completing compliance checks on businesses.
• Handling queries from clients and maintaining client databases.
• Carrying out general tasks in support of the Financial Planning Consultant as and when required.

Requirements

Candidates will ideally have:

• Experience of working in a similar role / capacity with working knowledge of pensions and investments.

• Ideally part Diploma qualified, however this is not essential, work experience is more important.
• The ability to work unsupervised but to contribute and work effectively as part of a team.
• Excellent organisation and prioritisation skills.
• Great communication skills (both written and verbal) and to demonstrate these continuously whilst providing an exceptional level of customer service.

For further details or to apply, send your CV to jenny @ tempestjones . com