Financial Planning Administrator

7 months ago


Swanley, United Kingdom Recruit Wealth Ltd Full time

Recruit Wealth are representing a highly successful, well known national Financial Planning business who are currently recruiting for an experienced Administrator to join their existing team.

The business is a modern, highly ethical and rewarding employer. They deal with individuals/private clients relating to their pensions, investments and working towards ensuring financial security with their expert advice and guidance.

There are various administration opportunities available within the business as they continue on their ambitious growth journey having recently secured Private Equity backing.

**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 some or all of the following**:

- Processing new business
- Illustrations and projections
- Valuations
- 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
- To comply at all times with the Company Compliance, Training, and Competence Procedures
- 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 your clients taking into consideration all the work being undertaken for the clients allocated to you.
- Preparation for client meetings within agreed timescales following the Company’s procedures to include all meeting pack documentation.

**Knowledge and Experience**:

- Highly knowledgeable in all aspects of financial service 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.

The business offers genuine careers for all their staff with excellent management who are always approachable and on call for further support.

This role will undoubtedly suit an individual who has Financial Services background but looking to take the next step up in their career.

**Please note**: Progression is available to Trainee Paraplanner, Paraplanner. However, this is not a prerequisite to be considered and the business is very happy to have a long term administrator.

A good salary, benefits package is available alongside hybrid/home working.

**Interviews are looking to be held ASAP and our client is ideally wanting their new Administrator to join as soon as reasonably possible.**

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

**Salary**: £28,000.00-£35,000.00 per year

**Benefits**:

- Company pension
- Flexitime
- Life insurance
- On-site parking
- Work from home

Schedule:

- Flexitime
- Monday to Friday

Work Location: Hybrid remote in Swanley



  • Swanley, United Kingdom Idex Full time

    A growing IFA are looking to add an experienced Financial Planning Administrator to their team in Swanley. This hybrid position offers a varied and challenging role, lots of career development and progress into paraplanning, advising and other areas of the business. Main duties: - Working closely with the Adviser Support Operations Manager and established...


  • Swanley, United Kingdom Recruit UK Full time

    **Job Title**:Financial Administrator **Industry**:Financial Services **Location**:Swanley, Kent **Salary**:Between £28- £32k **Ref: 7552** Recruit UK are working on an excellent opportunity for a Financial Planning Administrator position in the South East to join a leading Independent Financial Advice firm. They offer their clients a quality advice...


  • Swanley, United Kingdom Finlink Ltd Full time

    An exciting opportunity to join an established and respected Independent financial advisers based in Swanley as an Client Administrator. This Independent, whole-of-market financial planning and investment management firm, offering services to personal, corporate and trustee clients was established over 100 years ago. The team is made up from highly...


  • Swanley, Kent, United Kingdom Daniel Owen Ltd Full time

    Job OverviewDaniel Owen Ltd is seeking a highly skilled Financial Planning Specialist to join their Refurbishment Team in Kent. This role offers a competitive salary of £55,000 - £65,000 (DOE) + Car package.The ideal candidate will have experience working within a main contractor on Social Housing refurbishment projects, partnerships, and frameworks.


  • Swanley, Kent, United Kingdom GCB Recruitment Full time

    Are you looking to launch a successful career in finance?GCB Recruitment is seeking highly motivated individuals to join our Trainee Financial Advisor Development Program. This structured pathway will equip you with the necessary knowledge and skills to become a qualified financial advisor.The role offers a comprehensive training program, starting as a...


  • Swanley, Kent, United Kingdom Pearson Whiffin Recruitment Ltd Full time

    About the RoleThis is an exciting opportunity for a skilled Financial Controller to take on a challenging role within our client's finance team. As part of this team, you will be responsible for managing financial operations, including preparing management accounts, balance sheet reconciliations, cashflow reporting, and payroll management.


  • Swanley, Kent, United Kingdom Premier Recruitment Group Limited Full time

    About the Role:Premier Recruitment Group Limited has an exciting opportunity for a skilled Financial Transaction Coordinator. In this role, you will play a critical part in ensuring the financial operations run smoothly by performing a variety of financial transactions and administrative tasks. You will work closely with our payroll team to ensure seamless...

  • Branch Administrator

    2 weeks ago


    Swanley, United Kingdom The Acorn Group Full time

    The Acorn Group is one of London and Kent’s most successful and ambitious property companies. Incorporating Acorn, Langford Russell and John Payne Estate Agents, we now have 40 offices and 20 Divisions. We are currently looking to recruit a **Branch Administrator** to work between our offices in **Swanley BR8 **and **Orpington BR6.** Do you have an...


  • Swanley, Kent, United Kingdom GCB Recruitment Full time

    Company Overview">GCB Recruitment is partnering with a rapidly growing independent firm to find an experienced estate planner. This company has extensive coverage across the South of the UK, and its team is known for being supportive and collaborative.The successful candidate will benefit from a strong flow of pre-qualified leads provided by the company's...


  • Swanley, Kent, United Kingdom Regen Solutions Full time

    Regen Solutions is a leading maintenance company that is committed to aggressively growing its operations.We are seeking an experienced Contract Administrator to join our team in Swanley. The successful candidate will have a minimum of A-C level education and relevant experience in commercial administration, including data input, electronic filing systems,...


  • Swanley, Kent, United Kingdom GCB Recruitment Full time

    Break into the Finance Industry with GCB RecruitmentWe're currently seeking ambitious individuals to join our Trainee Financial Advisor team. Through our comprehensive development program, you'll gain the skills and knowledge necessary to succeed as a financial advisor.This program offers a unique opportunity to work alongside experienced professionals,...


  • Swanley, Kent, United Kingdom KHR - Recruitment Specialists Full time

    KHR - Recruitment Specialists OpportunityWe are partnering with a financial service provider to fill a Junior Finance Administrator role in West Kingsdown, Kent.This position is ideal for recent graduates or individuals looking to gain experience in an office setting, specifically in accounts and finance. A full driving licence and access to your own vehicle...


  • Swanley, United Kingdom Office Angels Full time

    Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Our client, a friendly, professional, and growing business is seeking a highly skilled Accounts Assistant to join their team at their Head Office in Kent.Job DetailsSalary: £25,000-£28,000 per annumLocation: Near Swanley,...


  • Swanley, Kent, United Kingdom KHR - Recruitment Specialists Full time

    KHR - Recruitment Specialists are partnering with a financial service provider to find an ambitious and enthusiastic candidate for the role of Junior Finance Administrator.This is a fantastic opportunity for someone looking to start their career in finance, with no experience required. The successful candidate will have a keen interest in accounts and a...


  • Swanley, Kent, United Kingdom United Living Group Full time

    Job DescriptionWe are seeking a skilled Construction Financial Management Specialist to join our team at United Living Group. As a key member of our Property Services pillar, you will be responsible for managing the financial and contractual administration of projects.Key ResponsibilitiesManage all aspects of contract administration, including ensuring...

  • Group Risk

    3 days ago


    Swanley, United Kingdom Ernest Gordon Recruitment Full time

    Group Risk & Healthcare Administrator £38,000 - £45,000 DOE + Twice yearly bonus + Free Swimming Pool!+ Paid Study Support + Free Parking + On-Site Restaurant + Hybrid available after 3-month probation + Workplace Pension + Life Assurance + Private Medical Insurance Sittingbourne Are you a Group Risk Administrator looking to make the step up to consultant,...


  • Swanley, Kent, United Kingdom BELFOR UK Ltd Full time

    BELFOR UK Ltd is a leading provider of restoration and reinstatement services. We are seeking an experienced Claims Administration Lead to join our team and play a key role in ensuring the smooth operation of our claims process.The successful candidate will oversee the claims lifecycle from receipt of the initial instruction to job completion, taking...


  • Swanley, United Kingdom Central Staffing Solutions Ltd Full time

    About the JobWe are recruiting for an experienced Accounts Receivable Specialist to join our client's team based in Kent. As a key member of the finance team, you will be responsible for ensuring all outstanding debts are collected on time.The successful candidate will have previous experience in Credit Control and Sage 50, with a proven track record of...


  • Swanley, United Kingdom Acorn Estate Agents Full time

    The Acorn Group is one of London and Kent’s most successful and ambitious property companies. Incorporating Acorn, Langford Russell and John Payne Estate Agents, we now have 40 offices and 10 Divisions. As we expand further, we are looking to appoint a **Saturday Administrator **for our **Acorn** office in **Swanley, BR8.** **Main duties will...


  • Swanley, United Kingdom The Recruitment Lab Full time

    Job Description Employee Benefits Financial Adviser   Role Overview: Our client is an accountancy firm providing a range of services to individuals and organisations across the UK. They currently seek a Financial Adviser to join their Employee Benefits team based in Sittingbourne.  The Employee Benefits team run over a hundred different schemes for their...