Financial Services Administrator
7 months ago
**Financial Planning Administrator**:
**Career**
Are you looking for a career rather than just a job? Do you want to be valued for what you do? Do you have experience working in a Wealth Management or Financial planning environment?
We pride ourselves on helping our people understand the bigger picture and get involved in a variety of work. Your career is then what you choose to make it.
This is an excellent opportunity to work in a friendly team in a growth business where you can make a real difference.
**About the Position****:
Working in our Manchester hub you will have lots of contact with our advisers supporting them in their needs, and handling client calls where needed, making this a valued role. You will be responsible for every aspect from diary management and admin support through to case management and client relationships.
This is a hands on role, with a team that care about your progress. We have the benefit of a small friendly local office, but also part of a larger up and coming UK-wide brand.
Our clients are a diverse group of successful professionals, entrepreneurs, and retirees who entrust us with their savings, investments, and pensions. We commit to providing them with comprehensive financial advice, both in-person and digitally, to align with their goals, needs, and plans for the future.
**What you will do**:
- Liaise with 3rd party providers for policy details and obtaining policy illustrations.
- Co-ordinate financial planner’s diaries and arranging client meetings.
- Prepare documentation for client appointments and meetings, including the production of annual planning meeting packs.
- Send prepared information and reports to clients.
- Ensure all data entry is completed accurately and within specified timelines.
**Responsibilities**:
- Collaborating with team members to refine financial planning processes and strategies.
- Contributing to the development and upkeep of our digital platforms.
- Supporting Financial Planners and clients with technical and financial planning enquiries.
- Producing accurate and detailed financial planning documentation through the use of our bespoke version of XPlan.
**Skills and Experience**:
- Experience in a Wealth Management, Financial Planning or IFA firm.
- Previously used a CRM (we use XPLAN) and comfortable delivering via our systems.
- Intermediate Excel skills - V:lookups, Pivot tables.
- Good communication skills, comfortable with numbers, and highly organised.
- Capable of fact finding and analytical thinking.
- A desire to do a great job
- Love being part of a team and doing work that matters.
**Benefits**:
- Competitive Pension Scheme - we contribute 6%, you 3%
- 26 days holiday plus bank holidays
- Private Medical Insurance
- Life Assurance (4x)
- Group Income Protection
- Work From Anywhere policy
Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
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