Financial Planning Administrator

Knutsford Full-Time 19000 - 21000 £ / year (est.) No home office possible

Overview

FINANCIAL PLANNING ADMINISTRATOR £22,000 – £24,000

Hours to suit!! Our client is a well-established Financial Services business with a fantastic industry reputation. Due to growth of the business they are now recruiting for a Financial Services Administrator to join the team. The role of Financial Services Administrator is role and you will be based in a supportive environment and giving the opportunity to learn more in relation to Financial Services.

Responsibilities

Liaison with providers to obtain relevant information
Provide administrative support to the Financial Planners
Gather information and present in a professional manner
Preparing client valuations
Extensive liaison with clients on a daily basis – over the phone and face to face
Arrange client meetings which will include direct client contact
Organise refreshments for meetings
Setting up commissions/fees on back office system and chasing through to payment
Tracking business applications and pipeline
Making appointments and managing diaries
Handling confidential information and dealing with discretion at all times
Checking documentation and ensuring all paperwork signed accordingly by relevant parties
General administrative duties as required
Daily use of Intelliflo and Volume

Requirements / Qualifications

The ideal candidate will enjoy Financial Services and have worked within the Financial Industry previously. The ideal Financial Services Administrator will have a good understanding of Whole of Market wrappers and products and have strong IT skills. You will be given extra responsibility as you progress and also be given the opportunity to gain industry qualifications. We are looking for a Financial Planning Administrator who is professional, accurate, positive and enthusiastic. Hours of work Monday to Friday 9am-5pm.

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Financial Planning Administrator employer: McGregor Recruitment

Join a well-established Financial Services business renowned for its supportive work culture and commitment to employee development. As a Financial Planning Administrator, you will benefit from flexible working hours, opportunities for professional growth, and the chance to gain industry qualifications while working closely with experienced Financial Advisors in a collaborative environment. This role not only offers a competitive salary but also a vibrant office atmosphere that fosters teamwork and personal achievement.