At a Glance
- Tasks: Support clients with financial queries and manage essential administrative tasks.
- Company: Reputable financial planning firm with a focus on growth and client satisfaction.
- Benefits: Competitive salary, 25 days holiday, life assurance, and professional development support.
- Other info: Dynamic work environment with opportunities for career advancement.
- Why this job: Be a vital part of a team that helps clients secure their financial future.
- Qualifications: Experience in financial planning and strong communication skills required.
The predicted salary is between 30000 - 40000 £ per year.
A modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their expanding team. This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers. The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders.
Responsibilities
- Processing new business applications
- Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs
- Arranging client meetings and managing Advisers' diaries
- Completing portfolio illustration requests
- Providing comprehensive back-office support
- Ensuring all financial planning administration is completed in line with company procedures
- Corresponding with clients in both written and verbal formats
- Maintaining accurate, compliant, and well-presented client records on company systems
Key Requirements
- Previous experience working within a Financial Planning firm (essential)
- CII Level 3 qualification in Financial Administration preferred (training support available)
- Working knowledge of Intelligent Office (IO) and platform experience would be advantageous
- Strong ability to manage and prioritise workloads effectively
- Excellent communication, planning, and organisational skills
- Strong analytical and problem-solving abilities
Benefits
- Professional industry exams and study supported
- 25 days' holiday and ability to purchase more holiday
- Annual salary reviews
- Life assurance and pension
Financial Planning Admnistrator in Crowborough employer: Grove Talent Solutions
Join a modern, independent financial planning firm in Kettering that prioritises employee growth and development. With a strong focus on training, exam support, and a collaborative work culture, this role as a Junior Paraplanner offers a unique opportunity to advance your career in a supportive environment. Experience the benefits of working in a professional setting that values accuracy, compliance, and teamwork, making it an excellent employer for those looking to make a meaningful impact in financial services.
