Financial Planning Administrator
2 weeks ago
Job Title: Financial Planning Administrator
Company: Artemis Recruitment Consultants Ltd
Job Type: Full-time
Location: Berkswell
About the Role:
We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team. As an IFA Administrator, you will play a crucial role in supporting our Financial Advisers in delivering exceptional client service.
Key Responsibilities:
- Client Support:
- Assist Financial Advisers in preparing recommendations and producing suitability reports in line with company policy.
- Prepare and maintain client records, data gathering, and application form preparation and submission.
- Record client communications and client-related communications on the client's file in line with company policy.
- Data Management:
- Collect and collate information and data about clients in accordance with the principles of 'know your client' and company policy.
- Ensure all required compliance documentation is present and correct.
- Financial Planning:
- Work with Financial Advisers to discuss client objectives, identifying and obtaining necessary information to compile financial reports.
- Assist in identifying areas for planning and sourcing solutions suitable to meet client needs and objectives.
- Prepare suitability letters and reports for approval by Financial Advisers in line with company policy.
- Administrative Support:
- Assist with administrative functions, such as new business processing, income matching, collating and providing management information.
- Organize future planning meetings with clients on behalf of Financial Advisers.
Requirements:
- Key Skills:
- Understanding of the Financial Planning process.
- Able to work within defined business processes.
- Ability to achieve agreed outcomes without supervision.
- Prioritize and plan own workload.
- Detailed and accurate.
- Articulate.
- Excellent interpersonal skills, both written and verbal.
- Ability to multitask and prioritize effectively.
- Good report writing skills.
- Ability to work independently and in a team.
- Knowledge & Experience:
- Experience of maintaining good working relationships in the delivery of financial advice services or similar environment.
- Ability to assess information, make comparisons, and identify critical features.
- Ability to acquire, update, and apply new skills and knowledge.
- Set own goals and want to deliver agreed targets.
- Retaining supporting records for review.
What We Offer:
We offer a competitive salary and a dynamic work environment. If you are a motivated and organized individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.
-
Financial Services Administrator
14 hours ago
Ashbourne, Derbyshire, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe're a dynamic financial services company based in a rural location, offering a unique work environment that prioritizes team building and professional growth. Our goal is to create a supportive and stimulating atmosphere where our staff can thrive and develop their skills.Job SummaryWe're seeking an...
-
Financial Services Administrator
16 hours ago
Ashbourne, Derbyshire, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe're a dynamic financial services company based in a rural location, offering a unique work environment that prioritizes team building and professional growth. Our goal is to create a supportive and stimulating atmosphere where our staff can thrive and develop their skills.Job SummaryWe're seeking an...
-
Financial Services Administrator
2 days ago
Ashbourne, Derbyshire, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe're a dynamic financial services company based in a rural location, offering a unique work environment that prioritizes team building and professional growth. Our goal is to create a supportive and stimulating atmosphere where our staff can thrive and develop their skills.Job SummaryWe're seeking an...
-
Financial Services Administrator
2 days ago
Ashbourne, Derbyshire, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe're a dynamic financial services company based in a rural location, offering a unique work environment that prioritizes team building and professional growth. Our goal is to create a supportive and stimulating atmosphere where our staff can thrive and develop their skills.Job SummaryWe're seeking an...
-
Financial Services Administrator
5 days ago
Ashbourne, Derbyshire, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe're a dynamic financial services firm based in a rural location, offering a unique work environment that prioritizes team ethos and personal growth. Our goal is to create a supportive community where our staff can thrive and develop their skills.Job SummaryWe're seeking an experienced administrator to join...
-
Financial Services Administrator
5 days ago
Ashbourne, Derbyshire, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe're a dynamic financial services firm based in a rural location, offering a unique work environment that prioritizes team ethos and personal growth. Our goal is to create a supportive community where our staff can thrive and develop their skills.Job SummaryWe're seeking an experienced administrator to join...
-
Financial Planning Assistant
15 hours ago
Ashbourne, Derbyshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Administrator - Independent Financial Adviser (IFA)Job Type: Full-timeLocation: BerkswellSalary: £30k - £35kAbout the Role:We are seeking a highly organized and detail-oriented Administrator to support our team of Financial Advisers in providing exceptional client service. As an IFA Administrator, you will play a crucial role in assisting with...
-
Financial Planning Assistant
17 hours ago
Ashbourne, Derbyshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Administrator - Independent Financial Adviser (IFA)Job Type: Full-timeLocation: BerkswellSalary: £30k - £35kAbout the Role:We are seeking a highly organized and detail-oriented Administrator to support our team of Financial Advisers in providing exceptional client service. As an IFA Administrator, you will play a crucial role in assisting with...
-
Financial Planning Assistant
3 days ago
Ashbourne, Derbyshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Administrator - Independent Financial Adviser (IFA)Job Type: Full-timeLocation: BerkswellSalary: £30k - £35kAbout the Role:We are seeking a highly organized and detail-oriented Administrator to support our team of Financial Advisers in providing exceptional client service. As an IFA Administrator, you will play a crucial role in assisting with...
-
Financial Planning Assistant
3 days ago
Ashbourne, Derbyshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Administrator - Independent Financial Adviser (IFA)Job Type: Full-timeLocation: BerkswellSalary: £30k - £35kAbout the Role:We are seeking a highly organized and detail-oriented Administrator to support our team of Financial Advisers in providing exceptional client service. As an IFA Administrator, you will play a crucial role in assisting with...
-
Financial Services Administrator
4 days ago
Ashbourne, Derbyshire, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe're a dynamic financial services firm based in a rural location, offering a unique work environment that prioritizes team ethos and personal growth. Our goal is to create a supportive community where our staff can thrive and develop their skills.Job SummaryWe're seeking an experienced administrator to join...
-
Financial Services Administrator
4 days ago
Ashbourne, Derbyshire, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe're a dynamic financial services firm based in a rural location, offering a unique work environment that prioritizes team ethos and personal growth. Our goal is to create a supportive community where our staff can thrive and develop their skills.Job SummaryWe're seeking an experienced administrator to join...
-
Senior Administrator
7 days ago
Ashbourne, Derbyshire, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe're a dynamic financial services firm based in a rural location, committed to helping our staff grow and develop in their careers. Our team is passionate about delivering exceptional service to our clients, and we're looking for a talented Administrator to join us.Job SummaryWe're seeking an experienced...
-
Senior Administrator
7 days ago
Ashbourne, Derbyshire, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe're a dynamic financial services firm based in a rural location, committed to helping our staff grow and develop in their careers. Our team is passionate about delivering exceptional service to our clients, and we're looking for a talented Administrator to join us.Job SummaryWe're seeking an experienced...
-
Senior Administrator
2 weeks ago
Ashbourne, Derbyshire, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe are a dynamic and growing financial services company that values our staff's growth and development. Our team is passionate about delivering exceptional service to our clients, and we're looking for a skilled administrator to join our team.Job SummaryWe are seeking an experienced administrator to support...
-
Senior Administrator
2 weeks ago
Ashbourne, Derbyshire, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe are a dynamic and growing financial services company that values our staff's growth and development. Our team is passionate about delivering exceptional service to our clients, and we're looking for a skilled administrator to join our team.Job SummaryWe are seeking an experienced administrator to support...
-
Senior Administrator
2 weeks ago
Ashbourne, Derbyshire, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe are a dynamic and growing financial services company that values our staff's growth and development. Our team is passionate about delivering exceptional service to our clients, and we're looking for a skilled administrator to join our team.Job SummaryWe are seeking an experienced administrator to support...
-
Senior Administrator
2 weeks ago
Ashbourne, Derbyshire, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe are a dynamic and growing financial services company that values our staff's growth and development. Our team is passionate about delivering exceptional service to our clients, and we're looking for a skilled administrator to join our team.Job SummaryWe are seeking an experienced administrator to support...
-
Senior Administrator
2 weeks ago
Ashbourne, Derbyshire, United Kingdom Exchange Street Claims & Financial Services Full timeAt Exchange Street Claims & Financial Services, we're committed to helping our staff grow and develop in their careers. We believe that our team members should have the opportunity to take on new challenges and responsibilities, and to progress in their roles.As a Senior Administrator, you'll work closely with our financial planners to provide administrative...
-
Senior Administrator
2 weeks ago
Ashbourne, Derbyshire, United Kingdom Exchange Street Claims & Financial Services Full timeAt Exchange Street Claims & Financial Services, we're committed to helping our staff grow and develop in their careers. We believe that our team members should have the opportunity to take on new challenges and responsibilities, and to progress in their roles.As a Senior Administrator, you'll work closely with our financial planners to provide administrative...
