Financial Planning Administrator

Job Advert: Financial Planning Administrator

Location: Ramsbottom

Salary: Negotiable to around £30K, with excellent benefits package

Are you a proactive and detail-oriented professional with a passion for delivering exceptional client support in the financial services industry? Join this highly respected and established firm of Independent Financial Advisors, as a Financial Planning Administrator, and play a pivotal role in supporting their advisers and enhancing their client experience.

Key Responsibilities:

As a Financial Planning Administrator, you’ll be responsible for:

• Pre-Sales Support: Assisting Paraplanners/Advisers by preparing engagement letters, change of agency letters, client agreements, and gathering essential documents like provider application forms and client policy valuations.
• Client Data Management: Ensuring the back-office software is consistently updated and providing up-to-date valuations and relevant information to advisers.
• Administrative Duties: Managing adviser diaries, maintaining client accounts, coordinating client communications, and handling filing and other administrative tasks.
• Client Interaction: Responding to phone and intercom inquiries, greeting clients and visitors, and assisting with meeting preparation.
• Continuous Learning: Keeping your knowledge and qualifications current to support both colleagues and clients effectively.

Ideal Candidate:

We are looking for someone with:

• Financial Services Experience: Prior experience in financial services is essential, with a preference for candidates already studying with the Chartered Insurance Institute (CII).
• Customer Service Orientation: A dedication to delivering quality service and attention to detail.
• Communication Skills: Strong verbal, written, and IT skills, with the ability to handle issues with diplomacy.
• Team Spirit: A collaborative attitude with a strong sense of teamwork.
• Organizational Skills: Ability to plan, prioritize, and meet deadlines.

Benefits:

• Holiday: 25 days (plus tiered increases with length of service)
• Pension: 3% employer and 4% employee contributions
• Death in Service: 4x salary
• Income Protection: 75% up to NRD, with a 13-week deferment
• Career Development: Ongoing training and support for professional growth

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