Financial Planning Support Specialist

2 days ago


Knutsford, Cheshire East, United Kingdom Eventus Recruitment Group Full time

Job Description:

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The Financial Planning Administrator will provide administrative support to ensure clients and colleagues receive a professional service. They will be responsible for being a point of contact for both clients and third parties, responding to general enquiries by telephone and email, booking client meetings and diary management.

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This is a full-time permanent job opportunity with a supportive and well-established firm that continues to grow. The successful candidate will have a proven record in a previous financial services administration role, excellent written English skills, and the ability to work as part of a team.

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Key Responsibilities:

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  • \
  • Being a point of contact for both clients and third parties\
  • Responding to general enquiries by telephone and email\
  • Booking client meetings and diary management\
  • Preparing documentation for Partner and Advisor meetings\
  • Completing follow up client correspondence after meetings and all associated tasks\
  • Update and input client information onto internal CRM systems\
  • Gathering and chasing information from third party providers and passing to the relevant team\
  • Ensure all information required for writing client reports is available to the paraplanners and packaged accordingly\
  • Liaise with Head Office and admin centres as required\
  • Attend forums and workshops as appropriate for personal development\

Person Specification:

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The successful Financial Planning Administrator will have a positive 'can do' attitude, able to work as part of a team, as well as independently in a busy fast-paced office environment. They should have confident communication skills with team members, advisors, and clients both face-to-face and on the phone.

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Benefits and Rewards:

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The incoming Financial Planning Administrator will benefit from working within a collaborative and supportive team. They will have access to a contributory pension scheme, private medical insurance (after 5 years continuous service), 25 days holidays (+ bank holidays), and quarterly team events.

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About the Company:

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A well-established Financial Planning Firm in Cheshire specialising in retirement planning work, investments, tax, IHT and corporate advice. They show a keen interest in their employees' careers and will offer development opportunities if progressing is your goal.



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