Financial Planning Administrator

4 weeks ago


Stockport, United Kingdom Capio Recruitment Full time

**Job Role: Financial Planning Administrator (Hybrid Working Available)**

**Salary: £24,000 to £30,000 + Bonus & Benefits**

**Location: Stockport**

Our client is a firm of independent financial planners in a brilliant location just outside of the centre of Stockport, offering free parking They have a fast growing reputation as one of the top financial planning firms across the UK and are looking to bolster the IFA support team due to an internal promotion into the Paraplanning team.

The financial planning team are a tight knit group who enjoy socialising and working closely together boasting a brilliant office culture and ideally are looking for a team player to buy into this supportive team environment. The position will be assisting the businesses top performing Advisers so will require someone to be able to ‘hit the ground running’, so prior experience within an IFA firm assisting financial planners is essential.

The role will be a complete administrative position and due to the firm being a smaller independent practice you will have the opportunity to work with clients throughout the entire advice process.

**Responsibilities**
- To provide first class administrative support to both IFA’s and Paraplanners within the business
- Submitting new business, monitoring and tracking through to completion
- Liaising the product providers and platforms (prior experience with Abrdn standard life would be advantageous)
- Organising letters of authority and chasing client information
- Working with Advisers assisting with any pre and post-sale work
- First point of contact for clients within the firm

INDJOE#

**Salary**: £24,000.00-£30,000.00 per year

**Benefits**:

- Company events
- Flexitime
- Health & wellbeing programme
- Life insurance
- On-site parking
- Private medical insurance
- Work from home

Schedule:

- Flexitime
- Monday to Friday

Supplemental pay types:

- Bonus scheme

Ability to commute/relocate:

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

Work Location: Hybrid remote in Stockport

Reference ID: sk1290



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