Financial Planning Administrator

4 months ago

Newcastle upon Tyne, United Kingdom Recruit Wealth Ltd Full time

Recruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK.

Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Newcastle, these are newly created roles to boost additional headcount.

The business is a modern, highly ethical and rewarding employer to work for who have always had an excellent reputation within the Financial Services industry.

As a key member of the Client Administration team you will be responsible for the day-to-day support and servicing of private clients relating to their pension and investment needs. You will work closely with the Client Administration Team Leader and established team of Administrators to provide an integral function to the wider team.

Excitingly, there are various newly created administration opportunities within the business as they continue their ambitious growth journey, having recently secured Private Equity backing guaranteeing their successful future.

**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 the following**:

- Processing and chasing new business
- Illustrations and projections
- Valuations
- Assist with the daily telephone answering within the team
- 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
- Raise invoices where required, and ensure all remuneration records are correct, actively chasing Providers and Clients where remuneration is outstanding
- To comply at all times with the Compliance and Training and Competence Procedures of the Company
- 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 clients taking into consideration all the work being undertaken for the clients allocated
- 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 services 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

**Benefits of joining the business**:

- Death in Service
- Private Medical Insurance
- Group Income Protection
- Employee Assistance Programme
- Medicash
- Employee pension 5% minimum, company will match up to 10%
- Discretionary 10% annual bonus
- A very generous salary is being offered, company bonus, excellent benefits as well as a professional and encouraging working culture are all available with this national brand.

Home/office hybrid working is fully supported during the working week.

Staff retention is second to none with our client, we have represented them for years with excellent success.

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

**Salary**: £27,000.00-£30,000.00 per year

**Benefits**:

- Company pension
- Free parking
- Private medical insurance
- Work from home

Schedule:

- Monday to Friday

Work Location: Hybrid remote in Newcastle upon Tyne

  • Financial Planning Coordinator

    3 days ago

    Stratford-upon-Avon, Warwickshire, United Kingdom Capio Recruitment Financial Planning Full time

    Financial Planning Administrator RoleCapio Recruitment Financial Planning is seeking a highly skilled Financial Planning Administrator to join their team. As a Financial Planning Administrator, you will play a crucial role in supporting the team of experienced Advisers and Paraplanners to provide a top-quality service to clients.Key...

  • Financial Planning Coordinator

    4 days ago

    Stratford-upon-Avon, Warwickshire, United Kingdom Capio Recruitment Financial Planning Full time

    Financial Planning Administrator RoleCapio Recruitment Financial Planning is seeking a highly skilled Financial Planning Administrator to join their team. As a Financial Planning Administrator, you will play a crucial role in supporting the team of experienced Advisers and Paraplanners to provide a top-quality service to clients.Key...

  • Financial Planning Coordinator

    9 hours ago

    Stratford-upon-Avon, Warwickshire, United Kingdom Capio Recruitment Financial Planning Full time

    Financial Planning AdministratorJob Summary:We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Capio Recruitment Financial Planning. As a key member of our Wealth Management team, you will provide administrative support to our experienced Advisers and Paraplanners, ensuring the delivery of exceptional...

  • Financial Planning Coordinator

    11 hours ago

    Stratford-upon-Avon, Warwickshire, United Kingdom Capio Recruitment Financial Planning Full time

    Financial Planning AdministratorJob Summary:We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Capio Recruitment Financial Planning. As a key member of our Wealth Management team, you will provide administrative support to our experienced Advisers and Paraplanners, ensuring the delivery of exceptional...

  • Financial Planning Coordinator

    5 days ago

    Stratford-upon-Avon, Warwickshire, United Kingdom Capio Recruitment Financial Planning Full time

    Financial Planning AdministratorJob Summary:We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Capio Recruitment Financial Planning. As a key member of our Wealth Management team, you will provide administrative support to our experienced Advisers and Paraplanners, ensuring the delivery of exceptional...

  • Financial Planning Coordinator

    5 days ago

    Stratford-upon-Avon, Warwickshire, United Kingdom Capio Recruitment Financial Planning Full time

    Financial Planning AdministratorJob Summary:We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Capio Recruitment Financial Planning. As a key member of our Wealth Management team, you will provide administrative support to our experienced Advisers and Paraplanners, ensuring the delivery of exceptional...

  • Financial Planning Coordinator

    2 weeks ago

    Stratford-upon-Avon, Warwickshire, United Kingdom Capio Recruitment Financial Planning Full time

    Financial Planning Administrator RoleCapio Recruitment Financial Planning is seeking a highly skilled Financial Planning Administrator to join their Wealth Management team.This is an excellent opportunity for someone looking to kick-start their career in the industry. As a Financial Planning Administrator, you will be supporting a team of experienced...

  • Financial Planning Coordinator

    2 weeks ago

    Stratford-upon-Avon, Warwickshire, United Kingdom Capio Recruitment Financial Planning Full time

    Financial Planning Administrator RoleCapio Recruitment Financial Planning is seeking a highly skilled Financial Planning Administrator to join their Wealth Management team.This is an excellent opportunity for someone looking to kick-start their career in the industry. As a Financial Planning Administrator, you will be supporting a team of experienced...

  • Financial Planning Coordinator

    1 week ago

    Stratford-upon-Avon, Warwickshire, United Kingdom Capio Recruitment Financial Planning Full time

    Financial Planning Administrator RoleWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our Wealth Management team at Capio Recruitment Financial Planning.This is an excellent opportunity for someone looking to kick-start their career in the financial services industry. As a Financial Planning Administrator, you...

  • Financial Planning Coordinator

    1 week ago

    Stratford-upon-Avon, Warwickshire, United Kingdom Capio Recruitment Financial Planning Full time

    Financial Planning Administrator RoleWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our Wealth Management team at Capio Recruitment Financial Planning.This is an excellent opportunity for someone looking to kick-start their career in the financial services industry. As a Financial Planning Administrator, you...

  • Financial Planning Coordinator

    7 days ago

    Stratford-upon-Avon, Warwickshire, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Financial Planning AdministratorSalary: £22,000 - £24,000Location: ManchesterAbout the Role:This is an exciting opportunity to join a reputable business that has expanded substantially over the last few years. As a Financial Planning Administrator, you will be supporting a team of experienced Advisers and Paraplanners to provide a top-quality...

  • Financial Planning Coordinator

    7 days ago

    Stratford-upon-Avon, Warwickshire, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Financial Planning AdministratorSalary: £22,000 - £24,000Location: ManchesterAbout the Role:This is an exciting opportunity to join a reputable business that has expanded substantially over the last few years. As a Financial Planning Administrator, you will be supporting a team of experienced Advisers and Paraplanners to provide a top-quality...

  • Financial Administrator

    3 months ago

    Newcastle upon Tyne, United Kingdom Perspective Financial Group Ltd Full time

    **We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...

  • Financial Planning Coordinator

    2 weeks ago

    Stratford-upon-Avon, Warwickshire, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Financial Planning AdministratorSalary: £ 22,000 - £ 24,000Location: ManchesterA highly reputable financial services company who have expanded substantially over the last few years are looking to expand their wealth management team. Specialising in financial planning and wealth management for both private and corporate clientele and including...

  • Financial Planning Coordinator

    2 weeks ago

    Stratford-upon-Avon, Warwickshire, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Financial Planning AdministratorSalary: £ 22,000 - £ 24,000Location: ManchesterA highly reputable financial services company who have expanded substantially over the last few years are looking to expand their wealth management team. Specialising in financial planning and wealth management for both private and corporate clientele and including...

  • Financial Planning Administrator

    3 months ago

    Newcastle upon Tyne, United Kingdom Tempest Jones Full time

    Financial Planning Administrator A fantastic opportunity has arisen for a Financial Planning Administrator to join a successful Wealth Management practice in Jesmond. This role will involve full technical and administrative support to a team of busy financial planners who give advice on estate planning, retirement planning, investments, inheritance tax,...

  • Financial Planning Administrator

    2 months ago

    Newcastle Upon Tyne, United Kingdom Meraki Talent Ltd Full time

    Financial Planning AdministratorCompetitive SalaryPermanentNewcastle Meraki Talent is working with an established financial planning/wealth management firm located in Newcastle. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in another financial services administration role. As an integral part of the...

  • Financial Planning Administrator

    1 month ago

    Newcastle upon Tyne, United Kingdom Meraki Talent Ltd Full time

    Financial Planning Administrator Competitive Salary Permanent Newcastle Meraki Talent is working with an established financial planning/wealth management firm located in Newcastle. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in another financial services administration role. As an integral part...

  • Financial Planning Administrator

    1 month ago

    Newcastle Upon Tyne, United Kingdom Meraki Talent Ltd Full time

    Financial Planning AdministratorCompetitive SalaryPermanentNewcastle Meraki Talent is working with an established financial planning/wealth management firm located in Newcastle. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in another financial services administration role. As an integral part of the...

  • Financial Planning Administrator

    2 months ago

    Newcastle upon Tyne, United Kingdom Meraki Talent Ltd Full time

    Financial Planning AdministratorCompetitive SalaryPermanentNewcastle Meraki Talent is working with an established financial planning/wealth management firm located in Newcastle. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in another financial services administration role. As an integral part of the...