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Financial Planning Administrator

2 months ago

Manchester, United Kingdom Recruit Wealth Ltd Full time

Our client based in Manchester is an independent financial advisory business with an award winning name and reputation.

Specialising in pensions and retirement planning, they advise on income withdrawal management, tax, wealth management, providing all round financial well-being and security.

With a friendly and consultative approach, clients are fully supported to reach their financial goals.

Excitingly, they now seek to recruit for an experienced administrator to support the existing Financial Planners in day to tasks and activities, upholding the highest standards with clients.

Experience of Intelligent Office (Intelliflo)

* General IT skills - Word & Excel

* Data entry into the back office system - (Intelligent Office)

* Management/maintenance of the back-office system (Intelliflo)

* Client Attitude To Risk questionnaires where necessary

* Obtain relevant Personal Illustrations & Applications Forms

* Gain online access to Provider websites to gain access to online valuations

Our client is offering this new opportunity with the view to progress further to Paraplanner but only if desired, it is not essential to be considered further.

We are looking for an accomplished and experienced administrator to work alongside high producing Financial Planners.

Home and office working is fully supported.

We are keen to speak to candidates as soon as possible, please apply to us here at Recruit Wealth for an immediate response