Dependent upon qualifications and experience .
Overview
We are seeking a proactive and organised Administrator to support Financial Advisers and
Paraplanners. The successful candidate will have experience within the financial services industry
and a good working knowledge of pensions, investments, ISAs, and protection products.
Key Responsibilities
- Provide comprehensive administrative support to Financial Advisers and Paraplanners .
- Maintain accurate client records and CRM systems in line with company guidelines .
- Communicate effectively with clients, providers, and internal team members .
- Submit Letters of Authority and collate plan information for research and analysis .
- Prepare client packs for annual review meetings .
- Handle incoming enquiries professionally, including meeting and greeting clients .
- Support general business operations and assist colleagues when required .
- Ensure all work meets service level agreements and maintains high data accuracy .
- Adhere to company policies, procedures, and the employee handbook .
Skills and Experience
- Minimum of 3 years’ experience within the financial services industry.
- Experience in an administrative role within a financial planning environment .
- Working knowledge of financial products including pensions, investments, ISAs, and
- protection .
- Understanding of the UK financial regulatory framework and relevant legislation .
- Excellent written and verbal communication skills .
- Strong organisational skills with the ability to manage workloads and meet deadlines .
- High attention to detail and commitment to accuracy .
- Proficient in Microsoft Outlook, Word, Excel, and PowerPoint.
- Strong interpersonal skills with a collaborative and team -oriented approach .
- Ability to work effectively in a fast-paced environment .
Qualifications
- Working towards (or willingness to work towards) CII Level 2 qualification (LP2) .Desirable Experience
- Experience within an Independent Financial Adviser (IFA) environment is preferred over experience
- in a tied financial planning setting.
Familiarity with the following systems/providers is advantageous:
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Administrator in Preston employer: Plannex Property Management Ltd
Broadoak Financial Planning is an exceptional employer located in South Manchester, offering a dynamic work culture that prioritises professional development and employee well-being. With a commitment to providing outstanding financial advice, employees benefit from a supportive team environment, hybrid working options, and opportunities for growth within the wealth management sector. Join us to make a meaningful impact while enjoying a competitive salary and a fulfilling career path.
Contact Details:
Plannex Property Management Ltd Recruitment Team
