Financial Planning Administrator

7 months ago


Manchester, United Kingdom Capio Recruitment Full time

**Job Tittle: Financial Planning Administrator**

**Location: Manchester (Hybrid Remote)**

**Salary: £26,000 - £32,000 + Bonus & Benefits**

**Working for our client?**

Our client is a modern and innovative national wealth management firm with a long-standing history of helping valued clients make the most of their wealth.

They work with individuals, businesses and charities a like offering a comprehensive wealth management service across a full range of financial products including Pensions, Investments, Tax, Protection and estate planning.

Within the company you will meet with like minded professionals who benefits from companies ‘employee first’ mentality with a real focus on staff wellbeing shown through a range of benefits.

Alongside a contemporary office space and great team environment you will be entitled to a full range of company benefits including Private health care, income protection, company pension, death in service and wellbeing programmes.

**The Position**

Due to ongoing expansion, our client is hoping to find a new team member to support the existing financial planners in London, this will involve working with some of the top performing teams within the firm in in a friendly, fast paced team environment.

The role will be a Fixed Term Contract with the view to go perm in the new year.

**Responsibilities**
- Build and maintain strong working relationships with your Financial Planners
- Ensure that communication with Clients is clear and concise helping maintain files, reviews and documentation.
- Processing and chasing Letters of Authority
- Submission of new business to various platforms
- Chasing through cases submitted to providers
- Assisting various teams within the Wealth team, such as the Paraplanning department, where appropriate
- Has a good working knowledge of Pensions and Investments products
- Excellent interpersonal skills
- Prior experience with I.O (Intelligent Office) would be advantageous
- Ability to work proactively and independently as well as within a team environment
- Strong analytical and research skills
- Has an understanding of compliance procedures and working knowledge of the FCA

**What Happens Next?**

INDJOE#

**Job Type**: Permanent

**Salary**: £26,000.00-£32,000.00 per year

**Benefits**:

- Company pension
- Employee discount
- Free parking
- Health & wellbeing programme
- Life insurance
- Private dental insurance
- Private medical insurance
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Performance bonus

Ability to Commute:

- Manchester (required)

Ability to Relocate:

- Manchester: Relocate before starting work (required)

Work Location: Hybrid remote in Manchester

Reference ID: AT002



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