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Financial Planning Administrator

2 months ago

Stockport, Stockport, United Kingdom Eventus Legal Full time
Job Title: Financial Planning Administrator

We are seeking an experienced Financial Planning Administrator to join our team at Eventus Recruitment Cheshire. As a Financial Planning Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in delivering a first-class and compliant service.

Key Responsibilities:
  • Manage a bank of consultants and their clients, providing exceptional customer service and administrative support.
  • Process transfers, top-ups, withdrawals, income, contributions, fund switches, Bed & ISA, and protection in an accurate and timely manner.
  • Have a thorough understanding of third-party providers' platforms and processing times.
  • Manage your individual workload using our Client Management system to ensure all tasks are completed on time.
  • Investigate and handle client/consultant queries, manage post related to new business cases, and deal with client/provider queries over the phone and via email.
  • Understand our internal compliance procedures and the requirements of third-party providers.
  • Maintain client records on our back-office system.
  • Cover receptionist duties, including post, phone calls, greeting clients, and dealing with third-party suppliers.
Requirements:
  • Experience working for an IFA/Financial Planning firm and knowledge of pension and investment products.
  • Excellent interpersonal and communication skills.
  • Efficiency, accuracy, and attention to detail.
  • Self-motivated and willing to take the initiative.
  • Strong organizational skills with the ability to adapt and successfully multitask.
  • Excellent telephone manner.
  • IO experience is desirable.
Benefits and Rewards:
  • 26 days' holiday per year, plus an extra day for your birthday.
  • Hybrid working, with 50% of your time spent in the office and 50% working remotely.
  • Flexible working between 8am and 6pm, with core hours between 10am and 4pm.
  • 37.5 hours per week.
  • Company Pension Scheme.
  • Access to our Benefit Hub, which includes discounts to products and tickets.
  • Group Life Scheme.
  • Performance-related bonus.
About the Company:

Eventus Recruitment Cheshire is a market-leading Financial Planning/IFA Firm in Stockport, Greater Manchester. We offer a complete range of independent Financial Planning services and prioritize the wellbeing of our employees. We recognize the importance of a healthy work-life balance and offer hybrid working and flexible working to all staff.

We are an equal opportunities employer and welcome applications from candidates of all backgrounds and circumstances. If you are interested in this career-enhancing opportunity, please contact Duncan McIlroy at Eventus Recruitment Cheshire for a confidential discussion.