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Financial Planning Administrator

2 months ago

Lewes, East Sussex, United Kingdom Antony George Recruitment Full time
Job Description

About the Company:

Our client is a reputable financial services firm that provides expert advice and guidance to individuals and businesses in the East Sussex area. With a strong commitment to delivering high-quality services, they have built a loyal client base over the past 25 years.

Core Values:

  • Client-Centric Approach: Our client prioritizes building long-term relationships with their clients, understanding their unique needs and goals.
  • Continuous Learning and Innovation: They stay up-to-date with the latest industry trends and developments, ensuring their clients receive the best possible advice.
  • Empowerment through Education: Our client believes in educating their clients about financial planning, empowering them to make informed decisions.
  • Long-Term Relationships: They strive to build lasting relationships with their clients, providing ongoing support and guidance.

    Job Summary:

    We are seeking a highly skilled and experienced Financial Planning Administrator to join our team. As a key member of our team, you will be responsible for providing administrative support to our financial planners, ensuring the smooth delivery of our services.

    Key Responsibilities:

    1. Client Research and Data Analysis: Conduct thorough research on clients' financial situations, identifying areas for improvement and providing recommendations.
    2. Financial Planning and Reporting: Assist financial planners in creating comprehensive financial plans, including cash flow forecasts, income and expenditure statements, and financial cash flow forecasts.
    3. Technical Calculations and Research: Perform complex technical calculations and conduct research to identify suitable solutions for clients.
    4. Client Communication and Support: Provide exceptional communication and support to clients, ensuring they feel informed and empowered throughout the financial planning process.
    5. Administrative Tasks: Manage administrative tasks, including file maintenance, data entry, and document preparation.

    Requirements:

    • Minimum 3 years' experience in paraplanning or a related field.
    • Level 4 Diploma in Financial Planning (DipPFS) or equivalent.
    • Strong knowledge of financial products, including pensions, ISAs, investment accounts, bonds, and protection.
    • Excellent communication, organizational, and numeracy skills.
    • Ability to work accurately under pressure, prioritize tasks, and maintain attention to detail.

    What We Offer:

    • Competitive salary range of £35,000 - £45,000 per annum.
    • Pension scheme and Bupa cash health plan.
    • Cycle to work scheme and 25 days annual leave + Bank Holidays + an extra day off for your birthday.
    • Optional flexible working pattern (3 days in the office, 2 days working from home).