Financial Planning Administrator

Recruit Wealth are representing one of the UK’s fastest growing and largest national Financial Planning businesses, who are currently recruiting for several experienced Administrators to join their regional Newcastle team, one of 50 offices nationally.

The business is a modern, highly ethical and rewarding employer. They deal with individuals / private clients, relating to their pensions & investments and working towards ensuring financial security with expert financial advice.

Please note : Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators.

Overview of the role is detailed below :

• Client correspondence, written and verbal.
• Processing new business.
• Preparation of client review packs.
• Arranging client meetings and managing the Adviser’s diary.
• Illustration requests.
• Ensure that all financial planning client administration is carried out in accordance with internal procedures.
• Maintain client records on the company software and ensure the client files are well presented, accurate and compliant.
• Taking phone calls, enquiries and requests, and handling them where appropriate.
• General back-office support using IO software

Benefits of joining th...