Financial Planning Administrator

5 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



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