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Financial Planning Administrator

Recruit Wealth Ltd

Rotherham

On-site

GBP 25,000 - 35,000

2 days ago

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An established industry player is seeking an experienced Administrator to join their Rotherham office. This role offers a unique opportunity to support a leading Financial Planning and Wealth Management firm known for its ethical practices and commitment to staff development. As part of a growing team, you'll engage in client correspondence, manage financial planners' diaries, and ensure compliance in client records. With a clear path for progression to roles such as Trainee Paraplanner or Paraplanner, this position not only promises career advancement but also provides a supportive work environment with numerous benefits, including study support and generous holiday allowances. If you're looking to make a meaningful impact in the financial services sector, this role is for you.

25 days holiday plus bank holidays

Day off for your Birthday

Annual salary review

Staff awards

Study support for professional industry exams

In-house academy, professional development

Holiday Purchase Scheme

Life Assurance

Pension

Corporate Eyecare cover

Experience in client correspondence and processing new business.
Proficiency in using IO/Intelligent Office software is essential.

Manage client correspondence and prepare review packs.
Handle diary management for financial planners and process new business.

Client correspondence

Processing new business

Chasing providers/insurers

Preparation of client review packs

Diary management

Accurate use of IO/Intelligent Office software

General back-office support

IO/Intelligent Office software

Recruit Wealth are representing one of the UK's fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for an experienced Administrator to join their regional Rotherham offices.

With 50 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer genuine career opportunities for Financial Services professionals.

Our client offers expert, regulated, independent advice to private clients, companies and trustees in all areas of Financial Planning & Wealth Management.

Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators.

Overview of the role:

Client correspondence, written and verbal
Processing new business, pension, investment & protection
Chasing providers/insurers
Preparation of client review packs
Arranging client meetings and managing the financial planner's diary
Illustration requests
Accurate use of IO/Intelligent Office software
Maintain client records and ensure client files are well presented, accurate and compliant
Taking phone calls, enquiries and requests and handling them where appropriate
General back-office support

Benefits of joining the business:

25 days holiday plus bank holidays
Day off for your Birthday
Annual salary review
Staff awards
Study support for professional industry exams
In-house academy, professional development
Progression to Trainee Paraplanner, Paraplanner and Adviser if desired
Holiday Purchase Scheme
Life Assurance
Pension
Corporate Eyecare cover

Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK.

Please apply to us here at Recruit Wealth for an immediate response.

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