Job Advert: Financial Planning Administrator
Location: Ramsbottom
Salary: Negotiable to around £30K, with excellent benefits package
Are you a proactive and detail-oriented professional with a passion for delivering exceptional client support in the financial services industry? Join this highly respected and established firm of Independent Financial Advisors, as a Financial Planning Administrator, and play a pivotal role in supporting our advisers and enhancing our client experience.
Key Responsibilities:
As a Financial Planning Administrator, you'll be responsible for:
- Pre-Sales Support: Assisting Paraplanners/Advisers by preparing engagement letters, change of agency letters, client agreements, and gathering essential documents like provider application forms and client policy valuations.
- Client Data Management: Ensuring our back-office software is consistently updated and providing up-to-date valuations and relevant information to advisers.
- Administrative Duties: Managing adviser diaries, maintaining client accounts, coordinating client communications, and handling filing and other administrative tasks.
- Client Interaction: Responding to phone and intercom inquiries, greeting clients and visitors, and assisting with meeting preparation.
- Continuous Learning: Keeping your knowledge and qualifications current to support both colleagues and clients effectively.
Ideal Candidate:
We are looking for someone with:
- Financial Services Experience: Prior experience in financial services is essential, with a preference for candidates already studying with the Chartered Insurance Institute (CII).
- Customer Service Orientation: A dedication to delivering quality service and attention to detail.
- Communication Skills: Strong verbal, written, and IT skills, with the ability to handle issues with diplomacy.
- Team Spirit: A collaborative attitude with a strong sense of teamwork.
- Organizational Skills: Ability to plan, prioritize, and meet deadlines.
Benefits:
- Holiday: 25 days (plus tiered increases with length of service)
- Pension: 3% employer and 4% employee contributions
- Death in Service: 4x salary
- Income Protection: 75% up to NRD, with a 13-week deferment
- Career Development: Ongoing training and support for professional growth