At a Glance
- Tasks: Support financial advisers and manage client documentation in a dynamic role.
- Company: Growing wealth management firm with a supportive team culture.
- Benefits: Competitive salary, long-term progression opportunities, and employee benefits package.
- Other info: Perfect for those looking to grow their career in finance.
- Why this job: Join a collaborative environment and gain exposure to diverse financial planning work.
- Qualifications: Experience in financial services administration and strong organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
Experienced Financial Services Administrator
Location: Leicester
Salary: Competitive DOE
I am currently working with a growing wealth management firm that is looking to appoint an experienced Financial Services Administrator to join its support team in Leicester. This opportunity would suit someone with experience within an IFA or wealth management environment who enjoys working in a varied role supporting advisers and clients across the full financial planning process.
The Role
- Supporting advisers with client servicing and financial planning administration
- Managing client documentation and maintaining accurate CRM records
- Liaising with providers to obtain policy and investment information
- Processing letters of authority and supporting business submissions
- Preparing annual review documentation and portfolio valuations
- Assisting with fund research and financial planning reports
- Supporting client meeting preparation and follow-up administration
- Managing shared inboxes, incoming calls, and general office coordination
What They’re Looking For
- Previous experience within a financial services administration role
- Strong understanding of financial planning processes and documentation
- Excellent organisational skills and attention to detail
- Confident communication skills when dealing with clients, advisers, and providers
- Ability to manage multiple tasks and work efficiently in a busy environment
- Experience using CRM systems and Microsoft Office
- Exposure to financial planning tools and research systems would be beneficial
What’s on Offer
- Competitive salary depending on experience
- Supportive and collaborative working environment
- Long-term progression opportunities within a growing business
- Strong team culture and employee benefits package
- Exposure to a broad range of financial planning work
If this could be of interest, please apply or get in touch for a confidential discussion.
Financial Services Administrator / Paraplanner Trainee. Job in Braunstone Move Collective Jobs employer: Broughton Group
Join a dynamic wealth management firm in Leicester that prioritises employee growth and offers a supportive, collaborative work culture. With competitive salaries and a strong team ethos, this role as a Financial Services Administrator/Paraplanner Trainee provides ample opportunities for professional development while engaging in a diverse range of financial planning tasks.
