Talent.com
recruitment22
Financial Planning Administratorrecruitment22 • Stoke-on-Trent, Staffordshire, UK
Financial Planning Administrator

Financial Planning Administrator

recruitment22 • Stoke-on-Trent, Staffordshire, UK
3 days ago
Job type
  • Full-time
Job description

Financial Administrator Opportunity - Stoke-on-Trent - £30,000 - Progression to Paraplanning & Advising

An excellent opportunity has arisen for a Financial Administrator to join a friendly and supportive team within a highly regarded Financial Advisers who support hybrid working and are accommodating/flexible with hours of work.. And in a company who deliver on professional development i.e. Financial Administrator > Paraplanner > Financial Adviser.

Here you will act as a point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration. All the time, ensuring a first-class service is provided throughout.

Responsibilities:

  • Point of contact for assisting with enquiries and information requests
  • Manage correspondence with clients, both in a written and verbal capacity
  • Process New Business
  • Assist Paraplanners and Advisers with preparing client review packs
  • Arrange client meetings and diary management for Advisers
  • Complete Portfolio Illustration requests
  • Back-office administration and customer service support
  • Ensure all financial planning administration is carried out in accordance with procedures
  • Maintain client records on company software to ensure that all files are well presented, accurate and compliant

Requirements:

  • Excellent communication, planning and organisational skills
  • Ability to manage and prioritise workloads
  • Analytical and problem-solving skills
  • Flexibility and adaptability
  • Confident in IT and office software packages
  • Working knowledge of IO and platform experience (Advantageous)
  • Previous experience working in a Financial Planning firm (Advantageous)
  • Understanding of Model Portfolios (DFMs is preferred)
  • Strong team player with a positive attitude

Starting Salary:

  • £29,000 to £30,000 per annum

Benefits:

  • Hybrid working considered
  • 25 days holiday, plus Bank Holidays & your birthday off!
  • Professional industry exams paid for, along with study supported
  • In-House Training Academy
  • Annual Salary Review
  • Life Assurance & Pension
  • Progression through to Paraplanner & Adviser if desired

Unsure if you should apply? Or you don't have a CV?

No problem! Send Recruitment 22 Limited a way of contacting you and we'll provide all of the information you'll need to make an informed decision.

Everyone will receive a reply.

Create a job alert for this search

Financial Planning Administrator • Stoke-on-Trent, Staffordshire, UK

Similar jobs

Senior Financial Planning Administrator

Exchange Street Executive SearchManchester, England, United Kingdom
Full-time

So why doesn't your company treat you like one?.At this firm you'll have the trust of the business to work in a way that best suits you.That means as long as you work core hours (10am - 2pm) you ge... Show more

 • Promoted

Financial Planning Administrator - Graduate job Client and Adviser Support · Manchester ·

Atomos Investments LimitedManchester, England, GB
Temporary

This is a great entry level role into Financial Planning.You will support Financial Planners with administrative needs and if you do a great job you have this potential career path:.Step 1 - Client... Show more

 • Promoted

Technical Consultant (Financial Planning)

Exchange Street RecruitmentManchester, England, United Kingdom
Full-time

Not every technical financial planning role means more of the same.This job gives you something different: more influence, more progression and the chance to become an expert whilst working from ho... Show more

 • Promoted

Financial Planner

Premier Jobs UK LimitedManchester, North West, UK
Full-time

Financial Planner job offering future opportunities to join a growing advice businessAre you an experienced Financial Planner interested in exploring future opportunities with a forward thinking ad... Show more

 • Promoted

Client Services Administrator - Financial Planning Support

Team Support Group LtdSouth Staffordshire, England, United Kingdom
Full-time

Team Support Group Ltd in South Staffordshire is looking for a Client Services Administrator to handle business processing for financial advisors.In this full-time role, you will manage client appo... Show more

 • Promoted

Chartered Financial Planner

Independent Resourcing Consultancy LtdAlderley Edge, England, United Kingdom
Full-time

A leading North West-based Independent Financial Adviser firm is offering an exciting employed opportunity for an experienced Financial Planner to join their successful practice.The firm’s prestigi... Show more

 • Promoted

IFA Administrator

Bond RecruitmentStoke-on-Trent, England, United Kingdom
Full-time

Our client, a rapidly expanding national IFA brand has a fantastic opportunity for a Financial Administrator to join their Stoke on Trent Office.This is an integral and varied role and your experie... Show more

 • Promoted

Senior Financial Planning Administrator

Exchange Street Claims ltdManchester, England, GB
Full-time

We do things differently here" (Tony Wilson).This Manchester financial planning business is the epitome of different.A traditional IFA practice it ain't.Due to growth they're looking for a senior p... Show more

 • Promoted

Financial Planning Administrator

Bond Recruitment LtdCheadle Hulme, England, United Kingdom
Full-time

About the job Financial Planning Administrator.Bond Recruitment is delighted to be recruiting an experienced Financial Planning Administrator on behalf of our client, a very successful and well-est... Show more

 • Promoted

Financial Planning Analyst

GradBayManchester, England, GB
Full-time

A high-growth technology business focused on building advanced software that helps organisations identify and resolve critical digital risks.Their products are developed by engineers, driven by res... Show more

 • Promoted

Chartered Financial Planner

Ferguson DeanKnutsford, England, United Kingdom
Full-time

A leading Chartered Financial Planning firm in Cheshire are looking for a Planner to join them.Due to a Senior Adviser retiring, they are wanting to appoint an individual to take over a portfolio o... Show more

 • Promoted

Financial Planning Analyst

Zachary DanielsAltrincham, England, United Kingdom
Full-time

Director - Finance at Zachary Daniels | Recruiting in Finance.Senior FP&A Analyst | Altrincham (3 days in, 2 remote) | £55,000 - £65,000, plus bonus, double pension, 25 days hol, staff disc, fantas... Show more

 • Promoted

Financial Planning Admin - Hybrid, Private Health & Pension

Evelyn PartnersManchester, England, GB
Full-time

A financial services firm is seeking a talented individual to join their Financial Planning administrative team in Manchester.This role involves providing full administrative support to Financial P... Show more

 • Promoted

Financial Planning Administrator

Asset RecruitManchester, England, United Kingdom
Full-time

We are currently recruiting for a Financial Planning Administrator for our award winning wealth management client for their Manchester office.Our client is the fastest growing wealth management bra... Show more

 • Promoted

Financial Planning Analyst

LHHStoke-on-Trent, England, GB
Full-time

Our client, a leading organisation in their industry, is seeking an FP&A Analyst to join their growing FP&A team.This team plays a pivotal role in leveraging financial data to drive strategic busin... Show more

 • Promoted

Financial Planning & Analysis (FP&A)

Rescourcery GroupManchester, England, GB
Full-time +1

Resourcery Group are working with a national business services company who are looking to bring on board a FP&A Analyst.This is a 12 month fixed term contract and given the growth and contract wins... Show more

 • Promoted

Senior Financial Planning Administrator

SecsintheCityManchester, England, United Kingdom
Full-time

So why doesn't your company treat you like one?.At this firm you'll have the trust of the business to work in a way that best suits you.That means as long as you work core hours (10am - 2pm) you ge... Show more

 • Promoted

Financial Planning Admin: Launch Your Career in Wealth

atomos wealthManchester, England, GB
Temporary

A financial planning firm in Manchester is looking for an entry-level position to support Financial Planners.Responsibilities include managing administrative tasks, assisting with client reviews, a... Show more