Financial Planning Administrator

2 months ago


Leeds, United Kingdom Brook Street Full time

Hours: Monday to Friday 8:45am to 5pm

**Salary**: £24,000 to £27,000 depending on experience
Brook Street Recruitment are recruiting on behalf of our client for an experienced Administrator on a permanent contract to join their team based in Leeds.
This is an exciting opportunity for an enthusiastic individual to join a successful and thriving Financial Planning business to work alongside the existing team of Advisers, Para-planners and Administrators.
The Role Overview:
This role as a Financial Planning Administrator is to provide full and efficient administrative support to the Financial Advisers who provide advice on investments, pensions and protection to both individuals and business owners and to look after the needsof the firm's clients in a professional and compliant manner. The role is extremely varied.
Key Responsibilities:
Handling client queries wherever possible on behalf of the Advisers
Servicing existing clients by providing valuations and portfolio updates as and when required
Issuing recommendation reports to clients, preparing illustrations and any paperwork required
Send letters of authority and gather accurate information
Assisting with research where required for compiling Financial Planning reports
Maintaining client records
Ad hoc projects and administrative tasks as and when necessary
Our client is a Leeds-based independent firm of Chartered Financial Planners, providing the highest standards of advisory services to an enviable client base made up of high net-worth individuals and corporate clients alike.
**Requirements**:
Minimum of 2 years' experience in a Financial Planning Admin role
Good knowledge of Microsoft Office systems
Excellent attention to detail, time management and prioritising skills
Excellent communication and interpersonal skills - both verbal and written
Strong work ethic, desire to provide excellent client service and a professional manner
Experience of platforms such as Intelligent Office, Papercloud and Dynamic Planner (desirable although training will be given)
We work together as a team and pride ourselves on putting our clients first to focus on their goals and objectives and consider the bigger picture.
In summary we can offer you:
An exciting opportunity to work within a thriving and growing business
A supportive, nurturing working environment
A team culture - you will never feel isolated
A fantastic opportunity for career progression and full support with professional qualifications
25 days annual leave (plus bank holidays) increasing after 2 yrs service
Company pension scheme
Discretionary Bonus scheme + other benefits



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