Financial Planning Administrator

2 weeks ago

Chorley, United Kingdom Tempest Jones Full time

**Financial Planning Administrator - Chorley**

Are you looking to develop your Financial Administration skills by joining a Market Leading Wealth Management Company with an established and successful administration team?

If the answer is yes, then read on

Tempest Jones have a fantastic vacancy for a Financial Administrator to join a busy Chorley Office of this national financial planning firm. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.

Hours: Monday - Friday 9am to 5pm with a one hour break (35 hours)

**Salary**: £24,000 - £27,000 dependant on experience and qualifications.

Benefits: 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare.

**Responsibilities**

This role forms a key part of the team and, as such, you will be involved in the day to day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Your Duties will be varied and in line with the responsibilities involved in Financial Administration including:

- Client correspondence, written and verbal.
- Processing New Business.
- Preparation of client review packs.
- Arranging client meetings and managing the Adviser’s diary.
- Illustration requests.
- Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
- Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
- Taking phone calls, enquiries and requests, and handling them where appropriate.
- Back-office support.
- Due to the nature of the business, the role may also include additional responsibilities considered reasonable.

**Role Requirements**

You will ideally be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner.

Good working knowledge of IO would be advantageous.

**Job Types**: Full-time, Permanent

**Salary**: £24,000.00-£27,000.00 per year

Schedule:

- Monday to Friday
- No weekends

Work Location: In person

Reference ID: 611166

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