Financial Planning Administrator

3 days ago


Macclesfield, United Kingdom Prestige Recruitment Group Full time

**Financial Planning Administrator**

South Manchester, Cheshire

**Salary**: Dependant on experience

We are delighted to be working with this South Manchester based Financial Planning firm.

They have an exciting job opportunity for a Financial Planning Administrator to join a well established financial services firm based in Cheshire.

**The Role**:

- Liaising with product providers, clients and client representatives as and when required.
- Assisting advisers with client administration and attending client meetings.
- Preparation of client portfolio reviews.
- Preparing paperwork for valuations.
- Sending out reports and managing relevant paperwork.
- Processing new business.
- Work with the team on fund switches.
- Working alongside the Paraplanners, preparing files for completion and making sure fully compliant.

**You**:

- Previous experience in Financial Planning and willingness to develop experience.
- Must have good attention to detail when working with client files.
- Strong communication skills and ability to build rapport.
- A natural ability with numbers, and a basic understanding of investments & Pensions.

This is an outstanding Cheshire based Financial Services job opportunity which offers career learning and development.

I would really like to hear from you to discuss this job opportunity.

Please click to apply:
**Job Type**: Permanent

**Benefits**:

- Free parking
- On-site parking

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Macclesfield: reliably commute or plan to relocate before starting work (required)

Work Location: One location



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