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Financial Planning Administrator

2 months ago

St Helens, St. Helens, United Kingdom Eventus Legal Full time
Financial Planning / IFA Administrator Job Description

Eventus Recruitment Cheshire is seeking a highly skilled Financial Planning / IFA Administrator to join their modern and fast-paced team in St Helens.

Job Summary

This is an exciting opportunity to work with a leading financial planning firm, providing administrative support to the Financial Planning / IFA team. The successful candidate will be responsible for ensuring a high-quality client experience, preparing client meeting documents, and completing various administrative tasks.

Key Responsibilities
  • Ensure a high-quality client experience at all times
  • Prepare client meeting documents and support the Financial Planning / IFA team
  • Complete new business submissions, load, and chase to completion
  • 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 required
  • Prepare fact finds and monitor workflow Info Inbox tasks
  • Liaise with product providers and other relevant third parties
  • Ensure all client requirements are followed through to the appropriate conclusion
  • Comply with the Financial Services and Markets Act 2000, the FCA's Conduct rules, and relevant rules from the FCA
  • Maintain business logs using the internal CRM system
  • Deal with incoming general enquiries
Person Specification

The ideal candidate will be a hard worker with a good sense of humour, willing to work within the team in an amazing company that will reward them for their hard work. If they want to progress, this will be supported. Equally, if they want to do a good job and go home, this will be supported too.

  • Be a quick learner
  • Excellent eye for detail and sensitivity to data
  • Excellent work ethic and enthusiasm for the role
  • Team player but able to work independently and without close supervision
  • Enjoys being busy and delivering a client-focused service
  • Proactive and able to use initiative to work towards deadlines
  • Organised, flexible, and responsive to a fast-paced environment
  • Willingness to learn on the job and to develop within the role
Benefits and Rewards
  • Competitive basic salary
  • 23 days holiday (rising to 28) + bank holidays + Birthday as an 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