Financial Planning Administrator
Whiteley, Hybrid Working + Excellent Benefits
Are you an experienced Financial Planning Administrator looking to join a highly regarded wealth management firm with hybrid working and strong career progression?
A well-established and growing wealth management firm is looking to recruit a Planning Support Administrator to join their collaborative team in Whiteley to support a Senior Adviser.
This is an excellent opportunity for someone with experience in financial planning administration who is looking to develop their career within a supportive environment that values teamwork, strong client service and professional development.
The firm has built an excellent reputation within the market and continues to grow, providing high-quality financial planning and discretionary investment management services to private clients, trusts and institutions.
Responsibilities will include:
- Supporting advisers and paraplanners with client onboarding and ongoing administration
- Processing new business across pensions, ISAs, GIAs and bonds
- Maintaining and updating client records using CRM systems
- Communicating with clients via telephone and email
- Liaising with providers to obtain policy information and progress cases
Benefits
- Salary up to £33,000
- Bonuses
- Hybrid working
- 25 days holiday + bank holidays
- Life assurance
- Income protection
- Pension scheme
- Access to a flexible benefits platform
- A supportive environment focused on career development and progression
To be considered for this IFA Administrator position:
- Experience working within a financial planning or wealth management firm, so can process new business
- Ideally be knowledge of investment products including pensions, ISAs, GIAs and bonds
- Experience using CRM systems
- Strong organisation and communication skills
If you have experience within financial planning administration and are looking to join a supportive firm with excellent career prospects and hybrid working, please apply today or contact us for more information.