Financial Planning Administrator
2 days ago
Eventus Recruitment Cheshire is seeking a highly skilled Financial Planning / IFA Administrator to join their modern and fast-paced team in St Helens. As a key member of the Wealth Advisory Team, you will be responsible for providing administrative support to the Financial Planning / IFA team, ensuring a high-quality client experience at all times.
Key Responsibilities:- Prepare client meeting documents and ensure accuracy
- Support and complete LOA processes, new business submissions, and data input for internal systems
- Conduct general administrative work, including call handling, letter production, and fact find preparation
- Monitor and complete workflow Info Inbox tasks, maintaining business logs using the internal CRM system
- Liaise with product providers and other relevant third parties to ensure client requirements are met
- Excellent eye for detail and sensitivity to data
- Excellent work ethic and enthusiasm for the role
- Team player with ability to work independently and without close supervision
- Proactive and able to use initiative to work towards deadlines
- Organised, flexible, and responsive to a fast-paced environment
- Competitive basic salary
- 23 days holiday (rising to 28) + bank holidays + Birthday as additional day
- Study support for CII, LIBF qualifications
- Death in service benefit after 12 months
- Great progression opportunities
- Free Parking
- Lots of team / social events
- Company Pension
About the Company:
The Eventus Recruitment Group is an award-winning recruitment specialist operating in the Legal, HR, Finance, and Accountancy sectors across the UK. We welcome applications from candidates of all backgrounds and circumstances.
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Financial Planning Administrator
2 days ago
St Helens, St. Helens, United Kingdom The Eventus Recruitment Group Full timeFinancial Planning / IFA Administrator Job OpportunityEventus Recruitment Cheshire is seeking a highly skilled and detail-oriented Financial Planning / IFA Administrator to join their modern and fast-paced team in St Helens. As a key member of the Wealth Advisory Team, you will be responsible for providing administrative support to the Financial Planning /...
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St Helens, St. Helens, United Kingdom The Eventus Recruitment Group Full timeFinancial Planning / IFA Administrator Job OpportunityEventus Recruitment Cheshire is seeking a highly skilled and detail-oriented Financial Planning / IFA Administrator to join their modern and fast-paced team in St Helens. As a key member of the Wealth Advisory Team, you will be responsible for providing administrative support to the Financial Planning /...
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St Helens, St. Helens, United Kingdom Eventus Legal Full timeFinancial Planning / IFA Administrator Job OpportunityEventus Recruitment Cheshire is seeking a highly skilled Financial Planning / IFA Administrator to join their modern and fast-paced team in St Helens. As a key member of the Wealth Advisory Team, you will be responsible for providing administrative support to the Financial Planning / IFA team, ensuring a...
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St Helens, St. Helens, United Kingdom The Eventus Recruitment Group Full timeFinancial Planning / IFA Administrator Job OpportunityEventus Recruitment Cheshire is seeking a highly skilled and detail-oriented Financial Planning / IFA Administrator to join their dynamic team in St Helens. As a key member of the Wealth Advisory Team, you will provide exceptional administrative support to the Financial Planning / IFA team, ensuring a...
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