Financial Planning Administrator

9 hours ago

Westerham, United Kingdom Huke Wealth Management Full time

**Job Summary**

An exciting new opportunity has arisen for a Financial Planning Administrator to join the practice of Huke Wealth Management, an Appointed Representative of St. James’s Place Wealth Management Plc.
Huke Wealth Management delivers a highly tactile relationship with its clients and needs someone who can work within our small and dedicated team to help enhance their proposition experience even further. Someone who can evidence ‘extra mile’ client experience will be essential.

Our practice is located in Westerham

**The role - Financial Planning Administrator**

The role offers variety and challenge, including but not limited to:

- You will be the ‘Go To' person for clients and third parties dealing with general enquiries, and chasing providers for funds and information
- Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice
- Submitting new business, Pension Transfers, fund transfers, Setting up Direct Debits, using bespoke software
- Sending out correspondence and requesting detailed information for Pension Transfer cases
- Carrying out fund switches and financial calculations for clients using specific systems and processes
- You will need to ensure that business obtained is being processed in a timely way
- You will be setting up the clients' annual reviews and be able to produce the review letters
- You will be responsible for managing Salesforce and keeping all client details up to date
- Day to day tasks of office admin

**The person - Financial Planning Administrator**

You will be able to demonstrate exceptional administrative skills with the ability to perform well under pressure whilst maintaining a high level of accuracy throughout your work. You must be able to show initiative, have excellent IT skills and be a strong communicator.
As you will have contact with clients, it is essential that you are professional and confident in dealing with clients and third parties, have excellent communication skills, and can work with total discretion.
- Ideally you will have used the Salesforce CRM system (training will be given if no experience in this area)
- We are a small practice so it is imperative that you are a team player

Ideally, you have been working within an IFA or Wealth Management environment or Financial Services industry experience, or you may have transferable skills from a similar professional environment.

**Job Types**: Full-time, Part-time, Permanent

Pay: £20,000.00-£24,500.00 per year

Expected hours: 32 per week

**Benefits**:

- Company pension
- Employee discount
- Free parking
- Matching gift scheme
- On-site parking
- Referral programme
- Sick pay

Ability to commute/relocate:

- Westerham TN16: reliably commute or plan to relocate before starting work (preferred)

**Experience**:

- Database administration: 2 years (preferred)

Work authorisation:

- United Kingdom (required)

Work Location: In person

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