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Senior Financial Planning Administrator
2 months ago
Senior Financial Planning Administrator/Client Services Administrator Role
About the Company
Cranleigh Personnel is a leading provider of holistic financial planning services, offering a wide range of solutions to private clients, corporate clients, sports professionals, and media clients. Our team of experienced financial advisers and administrators work together to provide a truly client-focused service.
Job Summary
We are seeking an experienced Senior Financial Planning Administrator to join our Client Servicing team. The successful candidate will provide full administrative support and assistance to at least one allocated Wealth Manager, and may also work as part of a team to ensure that all Wealth Managers and their clients receive an excellent level of service.
Key Responsibilities
- Processing of pension, investment, and protection business
- Preparation of valuations and compliance paperwork required for client reviews
- Preparation of Annual Review packs and non-advice related follow-up with clients
- Dealing with client queries
- Performing fund switches (observed by a Director/Paraplanner)
- Updating of our client database (Intelligent Office)
- Working as part of a team and assisting other team members where necessary
- Preparation of documentation
- Production of illustrations and cost comparisons
Requirements
- Ideally 3 plus years' experience in a financial planning support role
What We Offer
- A total of 28 days paid holiday (excluding bank holidays), 4 days must be used during the Christmas and New Year break when the office will be closed. An additional day's holiday after 2 years' service, up to a maximum of 31 days.
- Contracted working hours for full-time employment are 9am to 5.30pm, Monday to Friday, with a 60-minute unpaid lunch break.
- Hybrid working is available, based on three days office-based and two days working from home.
- Pension contribution as per auto-enrolment legislation.
- Membership of WPA NHS Top Up Scheme, on successful completion of the six-month probationary period.
- Assistance toward studying costs for appropriate qualifications.
