Financial Planning Administrator

This Financial Planning Administrator job near Halesowen is seeking an experienced individual to provide support to local Financial Advisors

In your role as a Financial Planning Administrator, you will be the main point of contact for client queries, regarding their pensions, investments and protection. You will cover all aspects of the administrative duties, including:

• Taking phone calls and handling appropriately
• Corresponding with clients via written and verbal
• Processing new business
• Preparing client review packs
• Arranging client meetings and managing the Financial Advisor’s diary
• Maintain accurate client records

Financial Planning Administrator Requirements

• You must have experience as a Financial Planning Administrator within a Financial Planning firm
• Experience of using Intelligent Office and Platforms is desirable
• An understanding of model portfolios and DFMs is desirable

The Company

This national independent Financial Planning group has developed over 20 offices across the UK to provide nationwide coverage to clients, on all areas of Financial Planning. The group has an ethical culture, focused on putting the client at the heart of their actions and a robust compliance approach.

Financial Planning Administrator Benefits

• Salary of £21,000 - £25,000 depending on experience and qualifications
• Monday to Thursday, 9am - 5pm and Friday, 9am - 4pm
• 25 days holiday (rising with service) plus bank holidays and birthday off, holiday purchase scheme, life assurance and pension
• Office based role

Locations

Halesowen

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