Financial Planning Administrator

3 weeks ago

Warrington, United Kingdom CF30 Consulting (Independent Recruitment Consultancy) Full time

Our client is a well-established financial planning practice in Stockton Heath dedicated to helping individuals and families achieve their financial goals. With a strong commitment to providing holistic and tailored financial solutions, they are seeking an Financial Planning Administrator to join their team and contribute to their mission of delivering exceptional financial planning services.

Job Summary:
As an Financial Planning Administrator you will play a crucial role in providing administrative support to the financial planning team. You will assist financial planners/advisers in various aspects of their day-to-day operations, ensuring that client 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 our clients and the company.

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.

Qualifications:

Minimum of 1 years of experience in a similar role within the financial services industry.
Knowledge of UK financial regulations and compliance requirements is essential.
Strong organisational skills and attention to detail.
Excellent communication and interpersonal skills.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
Ability to work independently and as part of a team.
Self-motivated and eager to learn.
A 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.
Experience with platforms and provider sites.

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