At a Glance
- Tasks: Support financial advisers by managing client records and processing applications.
- Company: Established national IFA firm with a focus on wealth planning.
- Benefits: Competitive salary up to £30k, generous bonus, and hybrid working.
- Other info: Dynamic work environment with opportunities for professional growth.
- Why this job: Join a growing team and make a difference in clients' financial journeys.
- Qualifications: Experience in financial planning administration and strong organisational skills.
The predicted salary is between 30000 - 30000 £ per year.
A well-established national IFA firm is seeking an experienced Financial Planning Administrator to join its growing Wealth Planning team based in Broadway near Evesham.
The Role
You will provide comprehensive administrative support to a team of Independent Financial Advisers, helping to ensure the smooth and efficient delivery of financial planning services to clients.
Key responsibilities include:
- Processing and managing Letters of Authority
- Preparing client valuations and quotations
- Processing and tracking new business applications
- Chasing providers and following up on outstanding cases
- Producing client review packs and supporting annual reviews
- Liaising with clients, advisers and product providers
- Maintaining accurate client records and ensuring regulatory compliance
Requirements
To be considered for this position, you should have:
- Previous experience as a Financial Planning Administrator within an IFA or wealth management environment
- Strong knowledge of pensions, investments and financial planning administration processes
- Experience using platforms
- Excellent organisational and communication skills
- The ability to manage multiple cases and deadlines effectively
Financial Planning Administrator - Broadway, near Evesham (hybrid) - Basic to £30k + generous bonus employer: MI Search Ltd
Join a well-established national IFA firm in Broadway, near Evesham, where you will be part of a supportive and dynamic Wealth Planning team. With a focus on employee growth and development, the company offers a hybrid working model, competitive salary, and generous bonuses, fostering a work culture that values collaboration and excellence in financial planning services. This role not only provides meaningful work but also the opportunity to enhance your skills in a thriving environment dedicated to client success.
