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Administrative Support Specialist

2 months ago

Manchester, United Kingdom Recruit UK | Certified B Corp™ Full time
Job Summary

We are seeking an experienced Financial Planning Administrator to join our team at Recruit UK | Certified B Corp™. As a key member of our financial services recruitment team, you will provide administrative support to our financial advisers and paraplanners, ensuring they can deliver exceptional client experiences.

Key Responsibilities
  • Provide high-quality administrative support to our financial advisers and paraplanners, enabling them to focus on delivering exceptional client experiences.
  • Assist with the preparation of financial plans, reports, and other documents, ensuring accuracy and attention to detail.
  • Manage and maintain accurate records, databases, and filing systems, ensuring compliance with regulatory requirements.
  • Develop and maintain strong relationships with clients, colleagues, and other stakeholders, providing exceptional customer service and support.
  • Contribute to the development and implementation of business processes and procedures, ensuring efficiency and effectiveness.
Requirements
  • Broad and current knowledge of financial services and financial planning, with experience within an IFA practice preferred but not essential.
  • Excellent administrative and organizational skills, with the ability to prioritize tasks and manage multiple projects simultaneously.
  • Strong communication and interpersonal skills, with the ability to build and maintain effective relationships with clients, colleagues, and other stakeholders.
  • Proficiency in Microsoft Office, with experience in financial planning software and systems an advantage.
What We Offer
  • A competitive salary and benefits package, including pension, private medical insurance, and life assurance.
  • Ongoing training and development opportunities, including a generous study/training program.
  • A dynamic and supportive work environment, with opportunities for career growth and advancement.