Financial Planning Client Administrator

Eventus Recruitment Cheshire are seeking a Financial Planning Client Administrator to join a dynamic and fast-paced team in Congleton, Cheshire. Working in the Client Services team, reporting to the Practice Manager, you will be liaising closely with the team of Wealth Managers. You will be responsible for the impeccable management of business submission, preparing adviser meetings packs, ensuring client records remain accurate and complete, and managing a high level of plan information requests (Letters of Authority). This is a great job opportunity to join a thriving well-established company that continues to grow organically. You will benefit from 29 days holidays, study support, and good pension plan.

Role Responsibilities

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

• Sending letters of authority to plan providers and preparing information received for adviser presentation.
• Processing business applications accurately and taking ownership and accountability of client cases through to completion. This includes liaising with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner.
• Preparing adviser meeting packs and portfolio valuations as requested.
• Ensuring the accuracy and completeness of all client records, including saving of product information and client documentation in a standardised manner.
• Providing administrative support to the financial advisers and management as required.
• Maintaining technical competence at an appropriate level to meet the requirements of the role.
• Ensuring all client communication is stored and evidenced appropriately.
• Assisting with the management of the client record management system for all aspects of the wealth managers’ clients.
• Upholding a high level of confidentiality and professionalism among staff, clients, and professional key stakeholders whilst projecting a professional image in both appearance and attitude, providing quality support on time to agreed standards.
• Supporting the day-to-day business operations within the practice when required.

Person Specification

The successful Financial Planning Client Administrator will have a proven record in a previous financial services administration role or be able to prove that you are able to meet the criteria below. You should be happy working full time from an office and have excellent written English skills. Also, you will have:

• Faultless interpersonal skills, assertive whilst friendly with a professional demeanour.
• Impeccable face-to-face and telephone client interaction skills and ability to build rapports swiftly with all manner of personalities.
• Impeccable written communication skills.
• Excellent organisation skills.
• Excellent Microsoft Office skills, with an ability to adapt and learn the use of internal systems and databases.
• Good at managing own workload and ability to prioritise tasks whilst retaining a high level of attention to detail in a fast-paced environment.
• Good time management with the ability to multi-task and change focus throughout the day when necessary.
• An ability to remain calm when faced with conflicting demands whilst demonstrating a positive attitude at all times.
• Highly self-motivated, attentive and demonstrates a can-do attitude.
• Must be a team player.

Benefits and Rewards

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

• Contributory pension scheme (after 3 months continuous service).
• Death in service (after 6 months continuous service).
• Critical illness cover and income protection (after 2 years continuous service).
• Private medical insurance (after 5 years continuous service).
• 29 days holidays (including bank holidays).
• Quarterly team events.
• Support with professional development if desired such as further qualifications.
• Access to your own financial adviser (free of charge).

About the Company

A well-established Financial Planning Firm operating in Congleton, 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 Client 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.