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Financial Planning Administrator

4 months ago

Ely Cambridgeshire, United Kingdom Recruit Wealth Ltd Full time

Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Cambridgeshire offices. With over 40 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 trustee's in all areas of Financial Planning & Wealth Management. There are various administration opportunities available within the team due to a recent company/office acquisition and adviser expansion. 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 is detailed below:

  • Client correspondence, written and verbal
  • Processing new business
  • Preparation of client review packs
  • Arranging client meetings and managing the adviser’s diary
  • Illustration requests
  • Ensure that all financial planning client administration is carried out in accordance with internal procedures
  • Maintain client records on the company software and ensure the client files are well presented, accurate and compliant
  • Taking phone calls, enquiries and requests and handling them where appropriate
  • General back-office support using IO software
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