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Financial Planning Administrator

4 months ago


Chorley, United Kingdom Page Personnel - UK Full time

IFA Administrator
- Reputable firm near Chorley

**About Our Client**:
This firm is part of a growing group of IFAs, and has several offices across the North West. Their main headquarters is based near Chorley, which is a very busy office where you will support the financial advisers and the wider team. The firm was awarded chartered status many years ago and has won numerous other awards for being a top employer and great place to work.

As Financial Planning Administrator, you will join an experienced team, and be responsible for:

- Preparing client packs for meetings, as well as client review list for advisers
- Preparing client valuations and supporting documentation
- Preparing cases for paraplanning
- Ensuring letters of authority requests are sent on time
- Providing an efficient and effective administration service
- Obtaining valuations and assisting in producing update reports
- Processing client instructions and dealing with any queries or issues

**The Successful Applicant**:
The successful applicant for this role must have the following skills and experience:

- Previous experience working in an IFA or financial planning firm ideally
- Strong work ethic and good attitude
- Strong administration skill set with a high level of attention to detail
- Great communication skills
- Up to date with current FCA Legislation would be ideal

**What's on Offer**:
There is a great benefits package to go with this exciting role. As Financial Planning Administrator, you will get:

- £25,000-30,000 salary
- 28 days holiday
- Study support for professional development
- Pension contribution
- Working from available after probation
- Car parking available
- Wellbeing support services
- Social events
- Flexible working hours
- Contact
- Martin Christian
- Quote job ref
- JN-032024-6379660
- Phone number
- +44 151 255 3777