Financial Planning Administrator

2 days ago

Newcastle under Lyme, Staffordshire, United Kingdom Recruitment 22 Limited Full time £30,000 - £40,000 per year

Financial Planning Administrator | Newcastle-Under-Lyme | Hybrid Working | £30,000 

A growing wealth management firm is looking for a Financial Planning Administrator to join their team in Newcastle-Under-Lyme. 

The role:
Key point of contact for client queries on pensions, investments and protection, with responsibilities including:
  • Processing new business and maintaining client records
  • Handling calls, emails, and client correspondence
  • Preparing client review packs and portfolio illustrations
  • Liaising with product providers and supporting advisers/paraplanners
  • Coordinating client meetings and managing adviser diaries
  • Ensuring all administration is compliant and accurate
The person:
Previous experience in a financial planning firm is required. Strong organisational skills, a proactive attitude, and excellent communication are key. Knowledge of IO and platforms is ideal, with CII qualifications (or a willingness to work towards them, paid by the business) an advantage.

The benefits:
25 days holiday + bank holidays, birthday day off, holiday purchase scheme, life assurance & pension, professional exam support, in-house training, annual salary review, and clear progression opportunities into Paraplanning or Advisory.

Unsure if you should apply? Or you don't have a CV?

No problem Send us a way of contacting you and we'll provide all of the information you'll need to make an informed decision. Then if you need to do a CV we can even help you with that.

Everyone will receive a reply.

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