Financial Planning Administrator

6 months ago

Warwick, United Kingdom Recruit Wealth Ltd Full time

Recruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK.

Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Warwick, these are newly created roles to boost additional headcount.

The business is a modern, highly ethical and rewarding employer to work for who have always had an excellent reputation within the Financial Services industry.

As key members of the Client Administration team you will be responsible for the day-to-day support and servicing of private clients relating to their pension and investment needs. You will work closely with the Client Administration Team Leader and established team of Administrators to provide an integral function to the wider team.

Excitingly, there are various newly created administration opportunities within the business as they continue their ambitious growth journey, having recently secured Private Equity backing guaranteeing their successful future.

**Main Duties**

The role will see you working closely with the Client Administration Team Leader and team of Administrators to provide an integral function to the wider team, including Paraplanners and Financial Planners.

**Client Administration Support and Servicing to include the following**:

- Processing and chasing new business
- Illustrations and projections
- Valuations
- Assist with the daily telephone answering within the team
- Accurately update and maintain information on the back-office system
- Liaising with providers to obtain fund values/unit prices/transaction statements
- Preparation of enclosure documents for suitability reports
- Liaising with clients and providers
- Raise invoices where required, and ensure all remuneration records are correct, actively chasing Providers and Clients where remuneration is outstanding
- To comply at all times with the Compliance and Training and Competence Procedures of the Company
- Action post in and out, sort, prioritise on receipt, scan and refer to appropriate adviser as and when applicable within acceptable time scales
- Prioritise and action all activity entries allocated for clients taking into consideration all the work being undertaken for the clients allocated
- Preparation for client meetings

**Knowledge and Experience**:

- Highly knowledgeable in all aspects of financial services administration
- A strong level of technical and industry knowledge with a wide range of financial products and services
- Confident using Microsoft Office products and the ability to learn new systems and processes.
- Strong time management and prioritisation skills
- Good written and verbal communication skills.
- Ability to work under pressure with excellent attention to detail

**Personal Skills**:

- Ability to build and develop effective working relationships
- Accessible, approachable and have a positive attitude
- Effectively work within a team
- The flexibility for and commitment to continual service development and improvement

**Benefits of joining the business**:

- Death in Service
- Private Medical Insurance
- Group Income Protection
- Employee Assistance Programme
- Medicash
- Pension
- Discretionary annual bonus

A very generous salary is being offered, company bonus, excellent benefits as well as a professional and encouraging working culture are all available with this national brand.

Staff retention is second to none with our client, we have represented them for years with excellent success.

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

Pay: £26,000.00-£28,000.00 per year

**Benefits**:

- Company pension
- Free parking
- Private medical insurance
- Work from home

Schedule:

- Monday to Friday

Work Location: In person

  • Financial Planning Administrator

    2 weeks ago

    warwick, United Kingdom MI Search Full time

    This national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Warwick.In this role you will support financial advisers and paraplanners and be involved in:Obtaining provider information (LOA) and collating these together with relevant client specific illustrations requiredProcessing New BusinessPreparing...

  • Financial Planning Administrator

    4 weeks ago

    Warwick, United Kingdom MI Search Full time

    This national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Warwick. In this role you will support financial advisers and paraplanners and be involved in: Obtaining provider information (LOA) and collating these together with relevant client specific illustrations required Processing New Business...

  • Financial Planning Administrator

    2 months ago

    Warwick, United Kingdom MI Search Full time

    This national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Warwick.In this role you will support financial advisers and paraplanners and be involved in:Obtaining provider information (LOA) and collating these together with relevant client specific illustrations requiredProcessing New BusinessPreparing...

  • Financial Planning Administrator

    3 weeks ago

    Warwick, Warwickshire, United Kingdom MI Search Full time

    This national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Warwick. In this role you will support financial advisers and paraplanners and be involved in: Obtaining provider information (LOA) and collating these together with relevant client specific illustrations required Processing New Business ...

  • Financial Planning Firm Administrator

    5 months ago

    Warwick, United Kingdom Cartesian Wealth Limited Full time

    **Job Title**: Financial Services Administrator **Location**: Office-based (Warwick) **Type**: Full Time **About the Role**: **Key Responsibilities**: - Manage and maintain client records and financial documents with strict confidentiality. - Assist in the preparation and processing of financial reports and statements. - Handle data entry and update...

  • Ifa Administrator

    5 months ago

    Warwick, United Kingdom Idex Full time

    **About Our Client** An expanding Financial Services group has an opportunity for an IFA Administrator to join their team in Warwick. Be part of an exciting journey as the Midlands hub of this impressive national firm continues going from strength to strength. **About the Role** This role will support Financial Advisers with back office and client support...

  • Head of Financial Planning and Reporting

    3 months ago

    Warwick, United Kingdom Pilgrim's Europe Full time

    Purpose To own and improve the periodic reporting of business performance reviews as well as the financial planning and CAPEX investment review process. Consolidate the European business reporting into single currency and ensure reporting is standardised across the business. It is expected that the team will identify opportunities for EBIT enhancement...

  • Ifa Administrator

    6 months ago

    Warwick, United Kingdom Finlink Ltd Full time

    This is for you if you’re an experienced IFA administrator looking for a new challenge. You will benefit from joining a large team where you will receive support and exposure to an abundance of knowledge enabling you to develop. There are exciting growth plans in place, providing you with the opportunity to progress within a thriving and successful...

  • Financial Planning

    1 day ago

    Warwick, United Kingdom CV-Library Full time

    Job Title: Financial Planning &Analysis Accountant (FP&A) Location: Warwick, United Kingdom (Hybrid) Remuneration: Daily rate and Salary options available Contract Details: Fixed Term Contract - 6 months Responsibilities: Support the FP&A team in delivering high-quality management reporting, providing accurate insights to the Board and Exec team, and...

  • Ifa Administrator

    5 months ago

    Warwick, United Kingdom NJR Recruitment Full time

    **IFA ADMINISTRATOR** **LOCATIONS : WARRICK** **SALARY: 25,000 - 30,000** NJR are currently working with a market leading Firm of Independent Financial Planners who have strong name and reputation within the market. Due to a result of their ongoing growth and success they have two excellent openings available for 'Financial Planning Administrators' to...

  • Ifa Administrator

    5 months ago

    Warwick, United Kingdom NJR Recruitment Full time

    IFA ADMINISTRATOR LOCATIONS : WARRICK SALARY: 25,000 - 30,000 NJR are currently working with a market leading Firm of Independent Financial Planners who have strong name and reputation within the market. Due to a result of their ongoing growth and success they have two excellent openings available for 'Financial Planning Administrators' to join their...

  • Ifa Administrator

    5 months ago

    Warwick, United Kingdom Finlink Ltd Full time

    This role is for you if you are an experienced IFA Administrator looking for a new challenge! We have an exciting opportunity with an established Financial Planning firm with offices nationwide. This is best suited to individuals with 2+ years of IFA Administration experience who are looking to join this exciting role within the expanding...

  • Senior Collections Officer

    5 months ago

    Warwick, United Kingdom Volvo Financial Services Full time

    Senior Collections Officer **Location**:Warwick, GB, CV34 5YA**Position Type**:Professional- Transport is at the core of modern society. Imagine using your expertise to shape sustainable transport solutions for the future? If you seek to make a difference on a global scale, working with next-gen technologies and the sharpest collaborative teams, then we...

  • Senior Collections Officer

    6 months ago

    Warwick, United Kingdom Volvo Financial Services Full time

    Senior Collections Officer ( FTC) **Location**:Warwick, GB, CV34 5YA**Position Type**:Professional- Transport is at the core of modern society. Imagine using your expertise to shape sustainable transport solutions for the future? If you seek to make a difference on a global scale, working with next-gen technologies and the sharpest collaborative teams, then...

  • Team Administrator

    6 months ago

    Warwick, United Kingdom Coventry & Warwickshire Integrated Care Board Full time

    The Coventry and Warwickshire Integrated Care Board are seeking to appoint a highly motivated and enthusiastic Team Administrator to support our Elective, Cancer and Diagnostics teams. You will provide coordinated administrative duties including the booking of meetings, workshops, boards, the preparation of agendas and minutes, development of slide decks,...

  • Team Administrator

    5 months ago

    Warwick, United Kingdom Coventry & Warwickshire Integrated Care Board Full time

    The Coventry and Warwickshire Integrated Care Board are seeking to appoint a highly motivated and enthusiastic Team Administrator to support our Elective, Cancer and Diagnostics teams. You will provide coordinated administrative duties including the booking of meetings, workshops, boards, the preparation of agendas and minutes, development of slide decks,...

  • Team Administrator

    6 months ago

    Warwick, United Kingdom NHS Coventry & Warwickshire Integrated Care Board Full time

    Communication and Relationship Managing the Outlook diary for the wider team, including arranging and changing appointments and prioritising these as appropriate Ensuring all urgent and/or confidential communications are received and distributed from/to relevant parties in a timely manner. Acting as a point of contact for the team, dealing and responding...

  • Head of Sales Planning and Project Implementation

    5 months ago

    Warwick, United Kingdom Sales Midlands Full time

    **Head of Sales Planning and Project Implementation | Permanent** **Salary**:£65,000 We are seeking a Head of Sales Planning and Project Implementation to join our expanding sales team. This is a fantastic opportunity to join a dynamic and engaging team. This is a hybrid role and will involve travel to meet with your team **Benefits and perks**: - An...

  • Administrator

    5 months ago

    Warwick, United Kingdom Pertemps Network Group Full time

    **Administrator**: - 17910200616 Applicants **£12.18 Per Hour** - Full Time**Temporary** **Warwick, Warwickshire** **Administration** **Job Description**: **Are you looking for a new opportunity to develop a career in Local Government? We have an opening for an Administrator to join our client, a West Midlands based Local Authority.** **Job...

  • Purchase Ledger Administrator

    2 months ago

    Warwick, United Kingdom CV-Library Full time

    This role requires a dedicated Purchase Ledger Administrator who is adept at handling accounting and finance tasks within a not-for-profit organisation. The candidate should be a team player, capable of ensuring effective management of purchase ledger activities. Client Details Our client is a well-established not-for-profit organisation. The organisation...