Bond Recruitment is recruiting a Financial Planning Administrator on behalf of our client, a well-established financial planning firm in Macclesfield, Cheshire.
The role will require working both in the office and remotely.
Comprehensive admin support to the financial advisers to include (but not limited to):
- Diary & email management
- Arranging appointments
- Client/third party communications by telephone and email
- Preparing letters and reports
- Activity tracking
- Managing incoming and outgoing post
- Preparing all documents for adviser meetings and ensuring client information is recorded accurately
- Processing New Business such as Investments/Pension/Protection applications
- Process Ongoing client work
- Point of contact for clients / Respond to client queries
- Responsibility for full LOA process - Contacting client for plan details, sending information to providers and following up with providers to receive full plan information
Specification
- To work accurately and proficiently, with attention to detail.
- Proficient in MS Office, Salesforce, iBusiness & myPS
- Excellent spoken and written communication skills.
- Ability to manage own workload, adapting and flexing to the needs of the business.
- Relevant experience of working in an admin role, preferably within Financial Services and pensions.
- Ability to work independency and to take initiative to be productive.
- Self-motivated with a can-do attitude.
- Good organisation skills and efficient time management skills
- Desire, drive, and adaptable mindset to be part of a growing practice.
- Embracing Change: Responds positively to change, embracing and using new practices or values to accomplish goals and solve problems.
Experience:
- Pension administration: 1 year (required)
- Financial planning/advice: 1 year (required)
Benefits:
- Company pension
- Free parking
- On-site parking
- Work from home
Work Location: Hybrid remote in Macclesfield