Financial Planning Administrator
2 weeks ago
Eventus Recruitment Cheshire is seeking a highly skilled Financial Planning Administrator to join their team in St Helens. As a key member of the Wealth Advisory Team, you will provide administrative support to the Financial Planning team, ensuring a high-quality client experience at all times.
Key Responsibilities:- Prepare client meeting documents and support the completion of LOA processes
- Conduct general administrative work, including data input accuracy for internal systems
- Handle incoming and outgoing calls to clients, providers, and contractors
- Produce and send letters, as well as prepare fact finds
- Maintain business logs using the internal CRM system
- Deal with incoming general enquiries
- Be a quick learner with an excellent eye for detail and sensitivity to data
- Have a strong work ethic and enthusiasm for the role
- Be a team player, able to work independently and without close supervision
- Enjoy being busy and delivering a client-focused service
- Be proactive and able to use initiative to work towards deadlines
- Be 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 (e.g., for CII, LIBF qualifications)
- Death in service benefit after 12 months
- Great progression opportunities
- Free parking
- Lots of team/social events
- Company pension
Eventus Recruitment Cheshire is a well-established Financial Planning firm operating in St Helens, Merseyside. They specialise in retirement planning work, investments, tax, inheritance tax planning, mortgages, and corporate advice. As an employer, they show a keen interest in their employees' careers and will offer development opportunities if progressing is your goal.
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Financial Planning Administrator
4 weeks ago
St Helens, St. Helens, United Kingdom Eventus Legal Full timeJob Title: Financial Planning AdministratorWe are seeking a highly skilled and organized Financial Planning Administrator to join our team in St Helens. As a key member of our Wealth Advisory Team, you will provide administrative support to our Financial Planners and IFAs, ensuring a high-quality client experience at all times.Key Responsibilities:Prepare...
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Financial Planning Administrator
4 weeks ago
St Helens, St. Helens, United Kingdom Eventus Legal Full timeJob Title: Financial Planning AdministratorWe are seeking a highly skilled and organized Financial Planning Administrator to join our team in St Helens. As a key member of our Wealth Advisory Team, you will provide administrative support to our Financial Planners and IFAs, ensuring a high-quality client experience at all times.Key Responsibilities:Prepare...
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St Helens, St. Helens, United Kingdom Eventus Legal Full timeJob Title: Financial Planning AdministratorWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Eventus Recruitment Cheshire. As a key member of our Wealth Advisory Team, you will provide administrative support to our Financial Planners and Paraplanners, ensuring the smooth delivery of our services to...
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Financial Planning Administrator
3 weeks ago
St Helens, St. Helens, United Kingdom Eventus Legal Full timeJob Title: Financial Planning AdministratorWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Eventus Recruitment Cheshire. As a key member of our Wealth Advisory Team, you will provide administrative support to our Financial Planners and Paraplanners, ensuring the smooth delivery of our services to...
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St Helens, St. Helens, United Kingdom Eventus Legal Full timeJob Title: Financial Planning AdministratorEventus Recruitment Cheshire is seeking a highly skilled Financial Planning 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.Key Responsibilities:Ensure a...
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Financial Planning Administrator
2 weeks ago
St Helens, St. Helens, United Kingdom Eventus Legal Full timeJob Title: Financial Planning AdministratorEventus Recruitment Cheshire is seeking a highly skilled Financial Planning 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.Key Responsibilities:Ensure a...
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St Helens, St. Helens, United Kingdom Eventus Legal Full timeJob Title: Financial Planning AdministratorWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team in St Helens. As a key member of our Wealth Advisory Team, you will provide administrative support to our Financial Planners and Paraplanners, ensuring the smooth delivery of our services to clients.Key...
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St Helens, St. Helens, United Kingdom Eventus Legal Full timeJob Title: Financial Planning AdministratorWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team in St Helens. As a key member of our Wealth Advisory Team, you will provide administrative support to our Financial Planners and Paraplanners, ensuring the smooth delivery of our services to clients.Key...
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St Helens, St. Helens, United Kingdom Eventus Legal Full timeJob SummaryEventus Recruitment Cheshire is seeking a highly organized and detail-oriented Financial Planning Administrator to join their modern and fast-paced team in St Helens. As a key member of the Wealth Advisory Team, you will provide administrative support to the Financial Planning team, ensuring a high-quality client experience at all times.Key...
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