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Financial Planning Administrator

Mcgregor Recruitment.

Knutsford

On-site

GBP 22,000 - 24,000

Full time

30+ days ago

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Join a well-established Financial Services business as a Financial Planning Administrator, where you will thrive in a supportive environment. This role offers a fantastic opportunity to learn and grow within the financial sector while working closely with Financial Advisors and Paraplanners. Your responsibilities will include liaising with clients and providers, preparing client valuations, and providing essential administrative support. With a focus on professional development, you will have the chance to gain industry qualifications and take on additional responsibilities as you progress. If you are passionate about financial services and enjoy a dynamic office environment, this position is perfect for you.

Experience in Financial Services and strong IT skills are essential.
Understanding of Whole of Market wrappers and products is preferred.

Provide administrative support to Financial Planners and liaise with clients.
Prepare client valuations and manage appointments and diaries.

Financial Services Knowledge

IT Skills

Client Liaison

Administrative Support

Experience in Financial Industry

Industry Qualifications (optional)

Intelliflo

Volume

Company Description

Job Description

FINANCIAL PLANNING ADMINISTRATOR £22,000 - £24,000

Hours to suit!

Our client is a well-established Financial Services business with a fantastic industry reputation. Due to growth of the business, they are now recruiting for a Financial Services Administrator to join the team. The role of Financial Services Administrator is based in a supportive environment, giving the opportunity to learn more about Financial Services.

The successful Financial Services Administrator will enjoy Financial Services and work closely with the Financial Advisors and Paraplanners. Some of the key duties of the Financial Services Administrator will include:

Liaison with providers to obtain relevant information
Provide administrative support to the Financial Planners
Gather information and present it in a professional manner
Preparing client valuations
Extensive liaison with clients on a daily basis - over the phone and face to face
Arrange client meetings which will include direct client contact
Organise refreshments for meetings
Setting up commissions/fees on back office system and chasing through to payment
Tracking business applications and pipeline
Making appointments and managing diaries
Handling confidential information and dealing with discretion at all times
Checking documentation and ensuring all paperwork is signed accordingly by relevant parties
General administrative duties as required
Daily use of Intelliflo and Volume

The ideal candidate will enjoy Financial Services and have worked within the Financial Industry previously. The ideal Financial Services Administrator will have a good understanding of Whole of Market wrappers and products and have strong IT skills. You will be given extra responsibility as you progress and also have the opportunity to gain industry qualifications. We are looking for a Financial Planning Administrator who is professional, accurate, positive, and enthusiastic. You will be based in a great office environment and be part of a successful Financial Services team. Hours of work are Monday to Friday 9am-5pm.

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