Financial Planning Administrator

3 weeks ago

St Helens, St. Helens, United Kingdom The Eventus Recruitment Group Full time
Financial Planning / IFA Administrator Job Opportunity

Eventus Recruitment Cheshire is seeking a highly skilled Financial Planning / IFA 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, ensuring a high-quality client experience at all times.

Key Responsibilities:
  • Preparing client meeting documents and supporting the completion of LOA processes
  • Completing new business submissions, loading, and chasing to completion
  • Conducting general administrative work, including data input accuracy for all internal systems
  • Handling incoming and outgoing calls to clients, providers, and contractors
  • Producing and sending letters, as well as preparing fact finds
  • Maintaining business logs using the internal CRM system
  • Dealing with incoming general enquiries
Requirements:
  • Previous experience working in a similar Financial Planning / IFA Administration role
  • Excellent eye for detail and sensitivity to data
  • Excellent work ethic and enthusiasm for the role
  • Ability to work independently and without close supervision
  • Proactive and able to use initiative to work towards deadlines
  • Organised, flexible, and responsive to a fast-paced environment
Benefits and Rewards:
  • 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

About the Company:

The Eventus Recruitment Group is an award-winning recruitment specialist operating in the Legal, HR, Finance, and Accountancy sectors across the UK. We are committed to providing a supportive and inclusive work environment for our employees, with opportunities for career development and growth.

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