Financial Planning Administrator

4 weeks ago


Ellesmere Port, Cheshire, United Kingdom Eventus Legal Full time
Financial Planning Administrator

Eventus Recruitment Cheshire is seeking an experienced Financial Planning Administrator to join a dynamic team at a leading chartered financial planning firm in Ellesmere Port. The successful candidate will provide administrative support to a team of Financial Planners, ensuring the smooth operation of financial planning processes.

Key Responsibilities:
  • Send Letters of Authority
  • Obtain applications, illustrations, and other necessary documents
  • Ensure all required information is obtained for application forms and illustrations
  • Check, maintain, and implement ISA processes
  • Process new business and support Paraplanners in research for Suitability Reports
  • Prepare information and comparisons for analysis by Financial Planners
  • Obtain necessary information for client recommendations
  • Build strong relationships with clients through friendly and professional communication
Person Specification:
  • Strong administrative skills from an IFA/Financial Planning environment
  • Competence in using industry software packages
  • Excellent attention to detail and data processing skills
  • Excellent organization and prioritization skills
  • Experience in using software packages and CRM systems
  • Ability to work well under pressure and meet deadlines
  • Collaborative team player with excellent communication skills
Benefits and Rewards:
  • 25 days holiday plus bank holidays
  • Year-end bonuses
  • Excellent Pension scheme
  • Study support
  • Death in service cover

This is an excellent opportunity to join a well-established Financial Planning firm in Ellesmere Port, Cheshire, specializing in pensions and retirement planning work, investments, corporate advice, and protection. The successful candidate will be supported in their skills development and will have the opportunity to work in a dynamic and supportive team.



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