Financial Planning Administrator

2 weeks ago


Newport, United Kingdom Premier Jobs UK Limited Full time

This Financial Planning Administrator job in Newport, Shropshire is ideal for an individual with experience as an Administrator within financial planning firms or someone looking to join the industry without experience.

As a Financial Planning Administrator you will be focused on providing full administrative support to the team of Paraplanners and Financial Advisors. You will be undertaking a mixture of technical tasks and relationship management duties some of which include:

- Acting a main liaison between the Paraplanners and Financial Advisors
- Obtaining required information on behalf of the Financial Advisor
- Process new business cases
- Acting as a primary point of contact for clients and other third parties
- Managing diaries for the Financial Advisors
- Managing the leads / enquiries and allocating to relevant Financial Advisors
- Supporting the full advice cycle for clients
- Identifying missed opportunities and prompting the Advisors where required

You will be joining a team of 20, who enjoy working closely together to achieve the best outcomes for clients. This role is available due to internal progression.

For Administrators who don’t have any experience within Financial Services, you will be mentored by a Senior Financial Planning Administrator to enable to you learn and develop within the role.

**Financial Planning Administrator Requirements**
- Ideally will have some experience working as an Administrator within a Financial Planning practice
- Alternatively, this company would look at individuals who are experienced Administrators looking to enter the Financial Services industry.
- You must be happy to learn and able to pick things up easily.
- You should live locally to Newport, Shropshire

**The Company**

This local financial services firm has strong internal and external partnerships, enabling them to provide excellent service to clients. The team enjoy working collaboratively together whilst also undertaking their own individual tasks as well.

**Financial Planning Administrator Benefits**
- Salary of £23,000 - £25,000 for non-industry Administrators
- Salary of £25,000 - £30,000 for experienced Financial Planning Administrators depending on experience and qualifications
- Full-time permanent position 35 hours per week, Monday to Friday
- Office based role
- Joining a friendly, supportive team
- Career progression is highly rewarded at this company therefore individuals looking to progress would be ideal for this company.

**Location**

Newport, Shropshire
- Liability and Disclaimer_
- Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liabilityis accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information_



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