Financial Planning Administrator

ZipRecruiter; Newcastle upon Tyne; Hybrid; GBP 25,000 - 45,000; Full time

Job description

Job Description

Recruit Wealth are delighted to be representing a highly successful, well-known Financial Planning business with offices throughout the UK. Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Newcastle. These are newly created roles to boost additional headcount. The business is a modern, highly ethical and rewarding employer to work for who has always had an excellent reputation within the Financial Services industry.

As a key member of the Client Administration team, you will be responsible for the day-to-day support and servicing of private clients relating to their pension and investment needs. You will work closely with the Client Administration Team Leader and established team of Administrators to provide an integral function to the wider team.

Main Duties

The role will see you working closely with the Client Administration Team Leader and team of Administrators to provide an integral function to the wider team, including Paraplanners and Financial Planners. Client Administration Support and Servicing will include the following:

1. Providing proactive and dedicated assistance to Advisers
2. Managing Adviser’s diaries and arranging client meetings
3. Contacting clients by telephone/email
4. Liaising with internal and external stakeholders, such as providers, to chase outstanding requirements
5. Preparing meeting packs and papers and ensuring they are ready for client appointments
6. Processing new business
7. Keying Illustrations, projections, and valuations
8. Raising invoices where required, and ensuring all remuneration records are correct, actively chasing providers and clients where remuneration is outstanding
9. Complying at all times with compliance and training and competence procedures
10. Actioning post in and out, sorting, prioritising on receipt, scanning and referring to appropriate adviser as and when applicable

Knowledge and Experience

1. Highly knowledgeable in all aspects of financial services administration
2. A strong level of technical and industry knowledge with a wide range of financial products and services
3. Confident using Microsoft Office products and the ability to learn new systems and processes
4. Strong time management and prioritisation skills
5. Good written and verbal communication skills
6. Ability to work under pressure with excellent attention to detail

Benefits of joining the business

1. 28 days holiday plus Bank Holidays
2. Death in Service
3. Private Medical Insurance
4. Group Income Protection
5. Employee Assistance Program
6. Medicash
7. Private Pension
8. Discretionary, 10% company annual bonus
9. Hybrid/Work from home
10. Full support for further professional qualifications

Progression to Paraplanner is available if desired. A very generous salary is being offered, along with a company bonus, excellent benefits, and a professional and encouraging working culture. Due to their strategic growth and future recruitment, the business will be highly attractive to all prospective candidates; there has never been a better time to join than now. Home/office hybrid working is fully supported during the working week. Staff retention is second to none with our client; we have represented them for years with excellent success.