Financial Planning Administrator

3 days ago


Hatching Green, United Kingdom Recruit Wealth Ltd Full time
Financial Planning Administrator Opportunity

We are seeking a highly skilled and organized Financial Planning Administrator to join our team at Recruit Wealth Ltd. As a key member of our team, you will be responsible for providing exceptional client service and administrative support to our Financial Planners and Paraplanners.

Key Responsibilities:
  • Deliver high-quality client service, maintaining outstanding relationships with clients and stakeholders
  • Prepare and manage documentation packs for client reviews and meetings
  • Process client information requests and update client records accordingly
  • Extract and analyze financial data from platforms to inform client plans
  • Assist with correspondence, including letters and emails, to clients and stakeholders
  • Manage client files and ensure compliance with FCA regulations
  • Support the arrangement of client meetings and events
  • Contribute to the development of client relationships and business growth
Requirements:
  • Excellent communication and interpersonal skills
  • Ability to work accurately and efficiently in a fast-paced environment
  • Strong organizational and time management skills
  • Proficiency in MS Office applications and IT systems
  • Experience in Financial Services or a related industry (desirable)
About Us:

Recruit Wealth Ltd is a leading independent Financial Planning business in Hertfordshire, recognized for our exceptional client service and expertise. We offer a rewarding career path with opportunities for training, development, and progression.

This is an excellent opportunity for a motivated and organized individual to join our team and contribute to our success. If you are passionate about delivering exceptional client service and have a strong background in Financial Services, we encourage you to apply.



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