Financial Planning Administrator

2 weeks ago

Manchester, United Kingdom recruitment22 Full time

This is a fantastic opportunity to join one of Manchester’s leading Financial Advice firms, work on a hybrid basis and get all the training and development you could want. They also have an excellent track record of promoting from within.

Overview of the company and this role

This company provide high quality Independent Financial Advice to a diverse demographic of clients and have over £1BN under influence. They also offer corporate services and have a dedicated Employee Benefits Team.

As a Financial Planning administrator, you will provide first-class administration support to a team of Financial Advisers and Paraplanners, which will ensure that the client receive a positive and the best possible experience ongoing.

Responsibilities

  • Compile Letters of Authority, sending to Insurance Providers and collating policy information when received for Paraplanners, Financial Advisers
  • Process New Business Applications in agreed timeframe
  • Ensure all new business submitted to the insurance providers is fully completed and compliant
  • Update New Business Register and back-office system with new application information
  • Monitor new business progress and chase outstanding documentation on behalf of the Financial Advisers
  • Check accuracy of Policy Documentation
  • Produce Portfolio Valuations and Summary Reports for Financial Adviser review meetings
  • General client servicing, change of policy information
  • General administration duties

Details and package

  • Full time, permanent position
  • Salary £26,000 to £30,000 per annum, depending on experience
  • Hybrid working available, 3 days office based and 2 working from home
  • Flexible hours available after probation, subject to your requested hours being available within the team
  • 4 x DIS,
  • AE Pension from day 1, 5% and 5% pension enhancement after 12 months.
  • Private Medical Insurance

If you have worked in a Financial Advisers previously in a similar Administration, Adviser Support or Client Servicing role please click apply now in the advert to upload your CV and we will be in touch if you have been successfully shortlisted.

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