Eventus Recruitment are seeking an experienced Financial Planning Administrator to join a successful IFA / Financial Planning business based in Manchester City Centre. This is an opportunity to join a thriving well-established company where you will benefit from a supportive team and flexible working options. Working hours are 9am - 5pm, Monday to Friday and you will receive 24 days holiday (plus bank holidays), and Christmas off without the use of any annual leave, 8% pension contributions from employer, 3x Salary Death in Service, 1x Salary Group Critical Illness Benefit and bonus scheme.
Role Responsibilities:
The incoming Financial Planning Administrator will have previous experience working in an IFA Practice / Financial Planning. Key tasks will include:
- Processing new business applications
- Processing fund switches, surrenders, income and investment withdrawals
- Product and fund research for new investments and top ups, using systems
- such as Adviser Asset & FE Analytics
- Obtaining all pre-sale documentation including quotations
- Acting as a point of contact for clients
- Collating information from product providers on clients existing arrangements
- Preparing valuation reports
- Servicing Requests
- Writing advice and execution only letters
- Supporting and training other Adviser Support and Administration staff
- Completing all tasks under administrator role
- Adhere to the FCA's Conduct Rule
Person Specification
The successful Financial Planning Administrator will have previous experience of working within an IFA practice for a minimum of 2 years. You will also have:
- Strong academic background - minimum GCSE grade C in Maths and English or equivalent
- Confident IT skills with MS Office including Word, Excel and Outlook
- To provide one-to-one support for selected advisers within the Adviser Support Team
- Excellent understanding of pensions, investments and protection products.
- Excellent understanding of providers and platforms such as Standard Life, AJ Bell. Aviva etc...
- Able to provide training to other members of the IFA team
- Excellent time management and organisation skills
- Excellent attention to detail
- Willingness to learn and take on ad hoc tasks as and when required
- Excellent communication skills including listening, verbal & written
- Ability to interact with colleagues and other stakeholders politely and courteously
- Excellent customer care
- Flexibility and adaptability to changing workloads
- Punctuality, reliability and honesty
- Level 4 Diploma in Regulated Financial Planning or working towards it
Benefits and Rewards
The incoming Financial Planning Administrator will benefit from working within a modern and approachable team, at a firm that offers great prospects. In addition, you will be awarded with the following employee benefits:
- Options for support towards study for recognised financial services qualifications as your career develops
- HR contributes 8% into your pension (After 3 months)
- 3x Salary Death in Service (After 3 months)
- 1x Salary Group Critical Illness Benefit (After 12 months)
- 24 days holiday plus bank holidays and Christmas off without the use of any annual leave (the office shuts down between Christmas and New Year)
- Bonus Scheme
- Exam bonuses of up to £100 per exam passed
About the Company
Established over 40 years ago, this Manchester City Centre based Financial Planning firm was one of the very first firms in the UK to be awarded Chartered Financial Planner status, and they work hard to have this renewed each year specialising in retirement planning work, personal investments, and corporate advice. Their future is growth and one of their business objectives is to double their turnover in 5 years. They are looking to bring people on board who want to be a part of these growth plans and with the growth will come amazing opportunities to grow your own career.
Next Steps
Apply now if your skills and experience align with this Financial Planning Administrator job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the 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.