Financial Planning Administrator

4 days ago

Bath, Bath and North East Somerset, United Kingdom CleverHR Full time

We are seeking an experienced Financial Planning Administrator to join our team at a leading Wealth Management firm. As a key member of the administration team, you will provide vital support to the Wealth Client Executive and Financial Planner(s) in delivering exceptional service to clients.

Key Responsibilities:

  • Prepare and manage client annual review meeting packs, including portfolio reports.
  • Work closely with the centralised Administration team for processing new client and annual review post-meeting packs.
  • Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information is available for case assessment.
  • Packaging and dispatching financial planning reports for Financial Planners and their clients.
  • Processing and submitting new business applications and client instruction requests, tracking transactions through to accurate and timely completion.
  • Keeping clients and the Wealth Client Executive informed about outstanding transaction progress and managing technical queries.
  • Producing and issuing client fee invoices.
  • Updating client platform account records accurately according to company processes.
  • Proactively reviewing platform accounts and MI reports on a regular basis.
  • Liaising with product providers to progress submissions, including client transfers and obtaining fees information.

About You:

  • You have previous experience working in a similar role.
  • You possess skills using Microsoft Office products, including Word, Excel, Outlook, and PowerPoint.
  • You have a proven track record of delivering accurate, relevant, and timely information.
  • You desire to deliver exceptional service at all times, possessing a strong focus on achieving the best outcome for clients and the business.
  • You possess excellent organisational skills, flexibility, and a proactive approach to getting the job done.
  • You have strong interpersonal skills, both written and verbal communication.
  • You demonstrate excellent accuracy and attention to detail.
  • You have a proven ability to work independently.
  • You have experience working with Investment Wrap Platforms.
  • You have knowledge of using Intelligent Office back-office systems.
  • You have experience working in a small to medium-sized financial services environment.
  • You have experience working in an environment with significant change.

Benefits:

  • A generous holiday package, including 25 days' annual leave plus Bank Holidays, with an additional day's holiday for each year of service up to 28 days.
  • A holiday buy and sell scheme, offering the opportunity to purchase an extra 5 days' holiday per year.

Clever-HR is a forward-thinking Recruitment Consultancy providing bespoke services to Wealth Management firms. Our consultants will work closely with you to attract key personnel into your business.

Roles include Financial Advisers/Wealth Managers, Paraplanners, IFA Administrators, and Compliance professionals. We operate in various locations throughout the country, assisting businesses like yours in finding the right talent.

  • Senior Financial Planning Administrator

    4 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Senior Financial Planning AdministratorOverviewCapio Recruitment Financial Planning is seeking an experienced Senior Financial Planning Administrator to join their Wealth Management team. As a Senior Financial Planning Administrator, you will provide exceptional administrative support to experienced Financial Planners, ensuring the smooth...

  • Financial Planning Administrator

    1 month ago

    Bath, Bath and North East Somerset, United Kingdom CleverHR Full time

    Job SummaryWe are seeking a skilled Financial Planning Administrator to join our team at Clever-HR. As a key member of our Wealth Management team, you will provide administrative support to our Wealth Client Executives and Financial Planners in delivering exceptional service to our clients.Key ResponsibilitiesAssist with the preparation of client annual...

  • Financial Planning Specialist

    3 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Exchange Street Claims & Financial Services Full time

    Client-Centric Financial PlanningAt Exchange Street Claims & Financial Services, we prioritize our clients' needs above all else. Our Financial Planning Specialist role is designed to provide exceptional service to our existing client base, with a focus on retention and satisfaction.As a Financial Planning Specialist, you will inherit a portfolio of clients...

  • Financial Planning Coordinator

    4 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Recruit UK Full time

    Job Title: Financial Planning CoordinatorRecruit UK is working with a renowned wealth management firm looking for a Financial Planning Coordinator.This firm prioritises collaboration and is committed to achieving the best outcomes for both clients and staff.The successful candidate will be responsible for processing letters of authority, new business and...

  • Financial Planning Assistant

    3 weeks ago

    Bath, Bath and North East Somerset, United Kingdom IDEX Consulting Full time

    We are seeking a highly skilled and experienced IFA Administrator to join our dynamic team at IDEX Consulting. This role offers a fantastic opportunity for career progression and professional development within a supportive culture.About the RoleAs a key member of our team, you will be responsible for providing administrative support to our Financial...

  • Financial Planning Specialist

    1 week ago

    Bath, Bath and North East Somerset, United Kingdom Merje Full time

    About the RoleMerje, a leading Wealth Management firm, is seeking an experienced Financial Planning Specialist to join their team on a permanent basis.

  • Senior Financial Planning Associate

    2 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Cavendish Maine Full time £45,000

    We are seeking a highly skilled Senior Financial Planning Associate to join our team at Cavendish Maine. The ideal candidate will possess strong technical knowledge across all aspects of Financial Planning, with a desire to obtain Chartered Status.Key Responsibilities:Interpreting and analysing data obtained by Advisers.Providing high-quality, comprehensive...

  • Financial Planning Specialist

    1 month ago

    Bath, Bath and North East Somerset, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Paraplanning Role - Bath OfficeWe are seeking a skilled Paraplanner to support our Financial Planner in providing high-quality advice to clients. The ideal candidate will have experience in producing cash flow models and suitability reports.Assist the Financial Planner in formulating advice to clients, providing technical support and guidance where...

  • Financial Planning Associate

    2 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Cavendish Maine Full time

    We are seeking a highly skilled Paraplanning Professional to join our team at Cavendish Maine. The ideal candidate will have strong technical knowledge across all aspects of Financial Planning and be a Diploma Qualified Paraplanner with a desire to obtain Chartered Status.Key Responsibilities:Receiving and actioning instructions from Advisers following...

  • Financial Planning Assistant

    1 week ago

    Bath, Bath and North East Somerset, United Kingdom Cavendish Maine Full time £45,000

    This is an exciting opportunity for a skilled Paraplanner to provide high-quality financial planning advice to individuals, families and businesses in the UK. The ideal candidate will be a Diploma Qualified Paraplanner with strong technical knowledge across all aspects of Financial Planning, ideally with a desire to obtain Chartered Status.The role involves...

  • Financial Planning and Analysis Professional

    1 week ago

    Bath, Bath and North East Somerset, United Kingdom Interquest Group Full time

    Job Description:We are seeking a highly skilled Financial Planning and Analysis Professional to join our team at InterQuest Group. This is an exciting opportunity for someone with experience in process manufacturing to take on a key role in providing financial support to our organization.Company OverviewOur client's innovations power technology products that...

  • Financial Planning Specialist

    4 days ago

    Bath, Bath and North East Somerset, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is looking for a skilled Financial Planning Specialist to join their team in Bath. As a Financial Planning Specialist, you will play a key role in providing technical support to our financial planners, helping them to formulate advice to clients.About the RoleTo assist the Financial Planner in preparing high-level...

  • Senior Financial Planning and Analysis Manager

    4 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Rotork Full time

    Job Title: Senior Financial Planning and Analysis ManagerJob Summary: We are seeking a highly skilled Senior Financial Planning and Analysis Manager to join our team at Rotork. As a key member of our finance function, you will play a critical role in driving financial transformation and delivering a more focused finance operating model.Key...

  • Professional Financial Administrator

    2 weeks ago

    Bath, Bath and North East Somerset, United Kingdom IDEX Consulting Ltd Full time

    Ideal candidates will possess 12 months+ experience in IFA administration and reside near Bath.This role involves managing calendars, scheduling client meetings, and providing proactive assistance to Financial Advisors.Key responsibilities include:Organizing meeting materials for Advisors before client interactionsRaising invoices where necessaryDatabase...

  • Head of Group Financial Planning and Analysis

    3 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Rotork Full time

    Drive Financial Transformation at RotorkThis is a key role in driving the financial transformation that is being implemented across Rotork's Group Finance function, as well as delivering a more focused finance operating model to drive commercial performance.About the RoleReporting to the Group Financial Controller, the Group Head of Financial Planning and...

  • Strategic Financial Planning and Analysis Manager

    4 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Rotork Full time

    Key Role in Financial TransformationThis is a critical position in driving the financial transformation across Rotork's Group Finance function, as well as delivering a more focused finance operating model to drive commercial performance.Reporting to the Group Financial Controller, the Group Head of Financial Planning and Analysis will be responsible for...

  • Senior Administrator

    4 weeks ago

    Bath, Bath and North East Somerset, United Kingdom IDEX Consulting Ltd Full time

    We are seeking an experienced IFA Administrator to join our team at IDEX Consulting Ltd.Key Responsibilities:Manage client calendars and schedule meetingsCollaborate closely with Financial Advisors to provide proactive assistanceCommunicate with affluent and high-net-worth clients to ensure a seamless processAssemble meeting materials for Advisors before...

  • Financial Planning Manager

    4 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Signature Recruitment Full time

    Signature Recruitment is partnering with a prestigious Chartered Accountancy Practice in the heart of Bath to find an ACCA-qualified accountant for a challenging role as an Accounts Manager.This is a full-time, hybrid position with 37.5 hours a week, core hours from 9am to 5pm, with flexibility around this. The company is growing year on year, and this role...

  • Administrative Services Coordinator

    4 days ago

    Bath, Bath and North East Somerset, United Kingdom Williams Lea Limited Full time

    We are seeking an experienced Legal Administrator to join our team at Williams Lea Limited. As a key member of our support staff, you will provide high-quality administrative support, manage client data, and ensure compliance with company policies.About the CompanyWilliams Lea Limited is a leading global provider of skilled business-critical support services...

  • Financial Operations Coordinator

    4 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Hays Accounts and Finance Full time

    Job Summary:We are seeking a highly organized and detail-oriented Financial Operations Coordinator to join our team at Hays Accounts and Finance. As a key member of our finance department, you will be responsible for providing administrative support to our finance team, ensuring the smooth operation of our financial processes.Key Responsibilities:* Process...