Financial Planning Administrator
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Job Location:
Yearly Salary:
Experience Required:
Posted on:
18 days ago
Vacancies:
1 Vacancy
Job Summary
The Role
As a Financial Planning Administrator you will provide essential support to our financial planners and paraplanners. This role involves managing client service administration and ensuring smooth operations across the business.
About us
Key Responsibilities:
- Schedule and coordinate client meetings.
- Process new business submissions ensuring compliance and accurate documentation.
- Maintain and update CRM and confidential financial planning records.
- Act as the first point of contact for client queries and liaise with third-party providers.
- Prepare client review reports and recommendation documents.
- Manage letters of authority policy information requests fund switches and transfers.
- Support marketing projects client communications and general office administration.
Requirements
About You
You are organised proactive and professional with a passion for delivering high-quality work in a fast-paced environment. Honest and loyal with good interpersonal skills. A strong team player who is focussed on building relationships and getting results.
Essential Skills & Experience:
- Ideally a minimum of 2 years experience in wealth management financial planning or financial administration.
- Strong understanding of financial planning pensions investments and protection products.
- Excellent administrative and organisational skills with high attention to detail.
- Proficient in Microsoft Office (Word Excel Outlook).
- Strong written and verbal communication skills.
- A sound understanding of compliance
- Experience of using platforms and financial planning software.
Desirable:
- Experience with tools such as O&M Morningstar SelectAPension and financial platforms (e.g. Quilter Transact 7IM).
- Familiarity with cashflow modelling tools (Cashcalc Voyant).
- Prior experience producing pension/investment illustrations and suitability letters.
- A level 3 qualification or a willingness to study for professional qualifications.
- Full driving licence.
Benefits
What We Offer
- Competitive salary ( per annum).
- Full-time permanent office based role.
- Professional development and qualification support.
- Collaborative and supportive team environment.
- Modern ground floor office in Shrewsbury Shropshire.
- Monday to Thursday (8.45am until 5.30pm) Friday (8.45am until 1.15pm)
- Holidays: 22 days plus statutory holidays
- Pension.
- Free on-site parking.
Required Skills:
About You You are organised proactive and professional with a passion for delivering high-quality work in a fast-paced environment. Honest and loyal with good interpersonal skills. A strong team player who is focussed on building relationships and getting results. Essential Skills & Experience: Ideally a minimum of 2 years experience in wealth management financial planning or financial administration. Strong understanding of financial planning pensions investments and protection products. Excellent administrative and organisational skills with high attention to detail. Proficient in Microsoft Office (Word Excel Outlook). Strong written and verbal communication skills. A sound understanding of compliance Experience of using platforms and financial planning software. Desirable: Experience with tools such as O&M Morningstar SelectAPension and financial platforms (e.g. Quilter Transact 7IM). Familiarity with cashflow modelling tools (Cashcalc Voyant). Prior experience producing pension/investment illustrations and suitability letters. A level 3 qualification or a willingness to study for professional qualifications. Full driving licence.
Company Industry
IT Services and IT Consulting
Key Skills
- Internal Audit
- Financial Services
- Financial Performance
- Variance Analysis
- Journal Entries
- Account Management
- ACH
- Customer Accounts
- General Ledger Accounts
- Payroll
- Customer Relationships
- Financial Statements
- Annual Reports
