Financial Planning Administrator

Financial Planning Administratoropportunity with a PRESTIGIOUS employer based in Harrogate.

Job Details:

• £28K
• Full Time, Monday to Friday 08.30am - 5.00pm
• Hybrid - 1/2 days per week working from home
• 25 days plus bank holidays
• Private medical insurance
• Life insurance
• Income protection insurance
• 6% employer pension contribution
• Discretionary company performance bonus

Client Details:

Our client is a well-established and progressive services provider.

Based in modern offices, the company provides a supportive working environment, evidenced by the length of service of existing employees.

Job Description:

The main purpose of the Financial Planning Administrator is to provide administrative support to a team of Financial Advisors/Paraplanners, to enable them to deliver a first - class service.

Key responsibilities include:

• Provide full administrative support to a number of Financial Planners such as preparing meeting packs for Advisers and supporting them with diary management.
• Process, and follow through to completion, the setting up of new investments and policies for clients, which include pension and SIPP contracts, Investments and Protection policies for personal and business clients.
• Process online fund switches and manage through to completion.
• Maintain the back-office system; adding new clients and maintaining the portfolio content, including contributions and withdrawals plus other ad hoc details as required. Ensure all documentation and all emails are saved to client records.
• Utilise the client management system to accurately process new and existing business, including monthly valuations and diary management.
• Provide, review and valuation documentation in relation to client reviews and deal with any changes to the portfolio and/or client circumstances.
• Be the point of contact for company, client and third-party queries when dealing with new and existing business. Keep all notes on the back-office system up to date, enabling advisers and other team members to appraise themselves of the current situation as required.
• Liaise with external parties regarding any queries (product providers etc.)
• Adhere to Consumer Duty.

Requirements of Financial Planning Administrator:

• Experience providing Financial Planning administrative support is essential.
• Must feel comfortable working with numbers.
• You will have excellent communication and time management skills, be able to work as part of a team, as well as using your own initiative.
• You will have good working knowledge of Microsoft Outlook, Word, Excel and PowerPoint.

If this sounds like the new role for you, then we want to hear from you.

APPLY NOW and don’t miss this excellent career opportunity.