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Financial Planning Administrator

2 months ago

St Helens, United Kingdom The Eventus Recruitment Group Full time

Eventus Recruitment Cheshire are seeking a Financial Planning / IFA Administrator to join a modern and fast-paced team in St Helens. Working in the Wealth Advisory Team, reporting to the Practice Manager, you will be liaising closely with the firm’s Paraplanners, IFAs and Financial Planners. This is a great job opportunity to join a thriving well-established company that continues to grow organically. If progression is your goal, the firm offers various career progression possibilities including pathways to Paraplanning or Financial Advice.

Role Responsibilities

This is a chance to work with a leading financial planning firm with an excellent marketplace reputation. You will provide full administrative support to the Financial Planning / IFA team. Day-to-day duties within this IFA Administrator job will include:

  • Ensuring a high-quality client experience at all times
  • Preparing client meeting documents
  • Supporting and completing LOA processes
  • Completing new business submissions /loading / chasing to completion
  • Conducting general administrative work
  • Data input accuracy for all internal systems
  • Call handling - Incoming and outgoing calls to clients, providers and contractors
  • Letters - production & sending
  • Fact Find Preparation
  • Monitoring and completing workflow Info Inbox tasks
  • Premises support - Professional standards maintained and support for any ad-hoc premises requests
  • Liaising with product providers and other relevant third parties
  • Ensuring that all client requirements are followed through to the appropriate conclusion
  • Complying with the Financial Services and Markets Act 2000, the FCA's Conduct rules / FCA Statements of Principle & Code of Practice and the relevant rules from the FCA at all times
  • Maintaining business logs using internal CRM system
  • Dealing with any incoming general enquiries

Person Specification

The incoming Financial Planning / IFA Administrator should be a hard worker who is willing to challenge the status quo. You should also have a good sense of humour and be willing to work within the team in an amazing company which will reward you for hard work. If you want to progress, this will be supported. Equally if you want to go into work, do good job and go home this will be supported too. Also, you should have the following skills and attributes:

  • Be a quick learner
  • Excellent eye for detail and sensitivity to data
  • Excellent work ethic and enthusiasm for the role
  • Team player but able to work independently and without close supervision
  • Enjoys being busy and delivering a client-focused service
  • Proactive and able to use initiative to work towards deadlines
  • Organised, flexible and responsive to a fast-paced environment
  • Willingness to learn on job and to develop within the role

The successful candidate will need to have previous experience working in a similar Financial Planning / IFA Administration role.

Benefits & Rewards

The incoming Financial Planning / IFA Administrator will receive the following benefits:

  • Competitive basic salary
  • 23 days holiday (rising to 28) + bank holidays + Birthday as additional day
  • Study support (E.g. for CII, LIBF qualifications)
  • Death in service benefit after 12 months
  • Great progression opportunities
  • Free Parking
  • Lots of team / social events
  • Company Pension

About the Company

A well-established Financial Planning firm operating in St Helens, Merseyside. They specialise in retirement planning work, investments, tax, inheritance tax planning, mortgages and corporate advice. As an employer, they show a keen interest in their employees’ careers and will offer development opportunities if progressing is your goal.

Next Steps

Apply now if your skills and experience align with this Financial Planning / IFA Administratorjob. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at Eventus Recruitment Cheshire for a confidential discussion.

If this job isn't quite right for you but you are looking for a new position, please contact me on the details above for a confidential discussion on your career.

The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, HR, Finance and Accountancy sectors across the UK. Please note that the years’ experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website