Financial Planning Administrator

Eventus Recruitment Cheshire are seeking a Financial Planning Administrator to join a and fast-paced team near Chester, Cheshire. Working in the Client Support team, reporting to the Client Support Manager, you will be liaising closely with the team of IFA’s and Wealth Managers. You will provide support to ensure that clients and colleagues receive a professional service, and you will be expected to be able to use of several back-office systems to deliver your workflow responsibilities. This is a great job opportunity to join a thriving well-established company that continues to grow. You will benefit from 25 days holidays (+ bank holidays), study support, and good pension plan.

Role Responsibilities

The incoming Financial Planning Administrator will have previous experience in a Financial Planning Administration role. Responsibilities within this Financial Planning Administrator job include:

• Ensuring a high-quality client experience at all times
• Preparing client meeting documents.
• Supporting and completing LOA processes
• New Business submission/loading/chasing to completion
• Processing Fund Switching/Bed & ISAs
• General Administrative work.
• Data input accuracy for all internal systems
• Call handling - Incoming and outgoing calls to clients, providers and contractors.
• Letters - production & sending
• Fact Find Preparation
• Monitoring and completing workflow Info Inbox tasks.
• Premises support - Professional standards maintained and support for any ad-hoc premises requests
• Liaising with product providers and other relevant third parties
• Ensuring that all client requirements are followed through to the appropriate
• conclusion
• Identify improvements to systems and work processes in the business
• Working with both the adviser and client in implementing and maintaining the Personal Finance Portal (PFP) via Intelliflo
• Providing support to Directors, Management, Client Manager Support, Client Manager, AR’s and Employed Advisers.
• Comply with the Financial Services and Markets Act 2000, the FCA’s Conduct rules / FCA Statements of Principle & Code of Practice and the relevant rules from the FCA at all times

Person Specification

The successful Financial Planning Administrator will have a proven record in a previous financial services administration role. You should be happy working full time from an office and have excellent written English skills. Also, you will have:

• Excellent written and verbal communication skills
• Competent all round IT and systems skills
• Very good attention to detail
• Excellent team player
• Proven client relationship and customer service skills
• Professional telephone Answering/dealing with clients/providers.
• Self-motivation/time management
• Flexibility & adaptability
• Willing to carry out projects outside the usual daily work routine
• Using initiative and taking a proactive approach to your work

Benefits and Rewards

The incoming Financial Planning Administrator will benefit from working within a collaborative and supportive team. In addition, you will be awarded with the following employee benefits:

• Contributory pension scheme
• Private medical insurance (after 5 years continuous service).
• 25 days holidays (+ bank hols)
• Quarterly team events.
• Support with professional development if desired such as further qualifications.

About the Company

A well-established Financial Planning Firm operating near Chester, Cheshire, specialising in retirement planning work, investments, tax, IHT and corporate advice. They show a keen interest in their employees’ careers and will offer development opportunities if progressing is your goal.

Next Steps

Apply now if your skills and experience align with this Financial Planning Administratorjob. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at Eventus Recruitment Cheshire for a confidential discussion.

If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career.

The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, HR, Finance and Accountancy sectors across the UK. Please note that the years’ experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.