At a Glance
- Tasks: Support financial advisers with admin tasks and ensure smooth client service delivery.
- Company: Join a respected national IFA firm with a growing Wealth Planning team.
- Benefits: Up to £30,000 salary, bonus scheme, flexible benefits, and hybrid working.
- Other info: Great opportunity for career growth in a supportive environment.
- Why this job: Be part of a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Previous admin experience and strong organisational skills required.
The predicted salary is between 30000 - 30000 £ per year.
A well-established national IFA firm is seeking a Financial Planning Administrator to join its growing Wealth Planning team based in Leamington Spa.
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 an Administrator
- Excellent organisational and communication skills
- The ability to manage multiple tasks and deadlines effectively
Package
Basic salary up to £30,000, generous discretionary bonus scheme, flexible benefits allowance, pension scheme, hybrid working arrangement.
Financial Planning Administrator - Leamington Spa (hybrid) employer: MI Search Ltd
Join a prestigious London-based financial planning firm that values its employees and fosters a collaborative work culture. With a focus on professional development, you will have ample opportunities to grow your skills while working with a discerning High-Net-Worth and Ultra-High-Net-Worth client base. Enjoy the benefits of a hybrid working model, competitive salary, and the chance to make a meaningful impact in the financial planning process.
