Address
Form of work
SalaryFINANCIAL PLANNING ADMINISTRATOR
LOCATION : SALE
SALARY: UP TO 32,000 + EXCELLENT BENEFITS & EXAM SUPPORT
FREE ON-SITE PARKING
BENEFITS:
9% Pension Scheme
25 Days Holidays + stats + Birthday Off
Private Medical Insurance
4 x Life Assurance
Group Income Protection
Our Client, a large and independent firm of Chartered Financial Planners are now looking to recruit in to their growing team in Sale, Cheshire. They are looking for someone who has already started a career within Financial Planning, and ideally who is now looking for the next step in their career that will offer exposure to working with High Net Worth Clients. The successful Candidate will provide direct support to some key Advisors, and will form part of a dynamic and growing team.
Reporting in to the Financial Planning Regional Operations Manager, this will be an integral role with high exposure to Senior Wealth Planners and providing them with high quality FINANCIAL PLANNING support. This role would be the gap in the middle with the added technical knowledge on the side as someone that the team and Advisors could come to for help with basic tax queries and research, therefore those applying will have a basic understanding of Tax (Inheritance Tax) and to be able to calculate basic Tax calculations.
Duties will generally consist of;
" Taking ownership of specific client requirements and follow through to completion
" Processing new business applications
" Managing the client review process
" Supporting the Financial Advisors with their diary management and booking appointments
" Client and Provider liaison
Additionally in this role the successful candidate will also have exposure to some Trainee Paraplanner tasks which will involve;
" Preparing suitability reports
" Updating existing or creating new FINANCIAL PLANNING cash-flow reports
" Producing, when required, tax and other calculations
" Conduct comprehensive financial research on products using approved research tools
Candidates applying for this role will be working as a Senior Administrator or a Trainee Paraplanner and should demonstrate knowledge, interest and experience in Personal Financial Planning, Tax, and the construction of Cash Flow Planning, research and preparing suitability reports. You will be Level 4 Dip Qualified or at least Part Qualified, with a real technical knowledge.
NJR 14737
