Financial Planning Administrator

2 weeks ago

Chester, Cheshire, United Kingdom Fram Search Full time

Fram are working with a boutique independent IFA in Cheshire. They are seeking a Financial Planning Support administrator to work 121 with a Financial Advisor and Paraplanner. The role is to assist the financial Planner in various aspects of their day-to-day operations, ensuring that client administration needs are met efficiently and that regulatory requirements are adhered to. This role offers an excellent opportunity to learn and grow within the financial services industry while contributing to the success of the firm.

Key Responsibilities:

  • Assist financial planners/advisers with client onboarding, including gathering necessary documentation, recording initial fact-finding meetings, and ensuring all regulatory requirements are met.
  • Prepare and maintain client files, ensuring all documentation is organised and up-to-date.
  • Act as a liaison between clients and the financial planning team, addressing client enquiries and requests promptly and professionally.
  • Assist in the preparation of financial reports, statements, and presentations for client meetings.
  • Support the development and implementation of financial plans, including data entry, financial analysis, and investment research.
  • Manage the appointment scheduling and diary management for financial planners/advisers.
  • Handle administrative tasks such as email management, phone calls, and correspondence.
  • Assist with compliance-related tasks, including file reviews and ensuring adherence to regulatory guidelines.
  • Maintain a high level of confidentiality and professionalism in all interactions with clients and colleagues.
  • Stay up-to-date with industry regulations and company policies to ensure compliance at all times.

An ideal candidate with have a few years' experience in a similar role within the financial services industry. Knowledge of UK financial regulations and compliance requirements is essential. Strong organisational, communication and interpersonal skills, along with good attention to detail. Be proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and knowledge of Intelliflo would be great but not essential. Commitment to delivering exceptional client service. Relevant qualifications, such as a Diploma in Financial Planning or Certificate in Financial Administration, would be an advantage but are not required.

  • Financial Adviser

    3 days ago

    Chester, Cheshire, United Kingdom Maple Leaf Financial Services Ltd Full time

    This Financial Adviser opportunity is with a predominantly mortgage focused business, you would have the opportunity to work closely with the Mortgage Advisers for wealth leads and build on the existing pipeline.You will need to have a passion for outstanding financial advice and value exceptional customer service. On joining the business, you will take over...

  • Paraplanner

    23 hours ago

    Chester, Cheshire, United Kingdom Cestrian Financial Planning Services Limited Full time

    Paraplanner – Chester, North WestCompany: Cestrian Financial Planning Services LtdAbout the FirmWe're a long-established Chartered Independent Financial Advisory practice based in Chester, with over 40 years of experience. Our focus is on delivering thoughtful, ethical financial planning with the client's best interests at the core of everything we...

  • Financial Services Administrator

    7 days ago

    Chester, Cheshire, United Kingdom Hamilton Jones Consulting Full time £25,000 - £28,000 per year

    SummaryA dynamic, successful organisation is seeking a proactive and detail-oriented Financial Services Administrator to join its collaborative team. This is a full-time position for a period of 12 months. This is a key role, ideal for someone who thrives on taking initiative, enjoys working independently and collaboratively, and is passionate about...

  • Financial Planning and Analysis Manager

    1 week ago

    Chester, Cheshire, United Kingdom GARY CHAPLIN LTD Full time £90,000 - £1,500,000 per year

    Entrepreneurial Consumer Services Groupc.£70,000 + Attractive PackageAn entrepreneurial, high-growth consumer services group is seeking an ambitious, commercially astute, and technically strong Senior FP&A Manager. This is a newly created senior leadership opportunity for an experienced finance professional to play a pivotal role in a period of rapid...

  • IFA Administrator

    5 days ago

    Chester, Cheshire, United Kingdom Asset Recruit Full time £30,000 - £40,000 per year

    Job Description We are currently recruiting for an IFA Administrator for our award winning wealth management client for their Manchester office. Our client is currently the fastest growing wealth management brand in the UK and has over £10bn in client assets held under management from over 17,000 clients. Ideally you will an NVQ Level 3 in Business...

  • Independent Financial Adviser

    5 days ago

    Chester, Cheshire, United Kingdom Bond Recruitment Full time £60,000 - £80,000 per year

    Bond Recruitment is working exclusively with a leading North West based Chartered Independent Financial Adviser firm. They have an exciting employed opportunity for an experienced Financial Adviser to join their successful practice in Chester.This is a great opportunity to take your career to the next level within a very successful IFA practice.The practice...

  • Manager - Army Financial Improvement (AFI) Program

    3 days ago

    Chester, Cheshire, United Kingdom Redwood Strategy Group, Inc. Full time $75,000 - $88,000

    Redwood Strategy Group (RSG) is a minority owned, Economically Disadvantaged Woman-Owned Small Business (EDWOSB) founded on over 17 years of thought-to-action leadership supporting military departments, Department of Defense, and agencies across the U.S. Federal Government with transformation, strategy, and operations. At RSG, we are committed to our...

  • IFA Administrator

    5 days ago

    Chester, Cheshire, United Kingdom Bond Recruitment Full time £25,000 - £40,000 per year

    We are recruiting an experienced, financial services administrator to work closely with our client, a Chartered Independent Financial advisers based in Chester. Their mission is to provide financial guidance and support that helps their clients achieve their goals.As a Chartered IFA, they actively encourage and fully support all of their colleagues in their...

  • Financial Analyst

    1 week ago

    Chester, Cheshire, United Kingdom Bank of America Full time

    Job Description:Job Title:Finance Analyst**Corporate Title: AVPLocation:Chester**It's your career, so own it. Looking for a place where you can have real ownership over your work? At Bank of America, you will have the opportunity to apply your skills and experience in a world-leading financial services organisation and take your career to the next level.We...

  • Financial Analyst

    1 day ago

    Chester, Cheshire, United Kingdom Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a Great Place to Work is core to how we drive Responsible Growth. This includes our...