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Recruit UK
Sutton Coldfield
Job Title: Financial Planning Administrator Industry: Wealth Management Location: Sutton Coldfield Salary: £25,000 - £35,000 (negotiable dependent on experience) Job Reference: 8984 Job Description: Are you a Financial Planning Administrator seeking your next role in Financial Planning? Recruit UK is working on an excellent opportunity for a Financ
Job Source: Recruit UKBruin
Birmingham
Job DescriptionFinancial Planning AdministratorBirminghamUp to £30,000 + bonus, benefits & exam supportA Birmingham based Firm of Independent Financial Advisers are looking to recruit 2 Administrator's to join their team to provide administrative support to their top adviser.Working on either the New Business or Client Review team daily duties will
Job Source: BruinBruin
birmingham, england, United Kingdom
Financial Planning Administrator Birmingham Up to £30,000 + bonus, benefits & exam support A Birmingham based Firm of Independent Financial Advisers are looking to recruit 2 Administrator's to join their team to provide administrative support to their top adviser. Working on either the New Business or Client Review team daily duties will include:
Job Source: BruinBurton Recruitment
Birmingham
Our client, a National Financial Services Company, is actively seeking an experienced Financial Planning Administrator. This presents an exciting opportunity to join a growing business with strong values and a clear vision for the future. Hybrid working options are available, along with excellent benefits and ample career advancement opportunities
Job Source: Burton RecruitmentReed
Birmingham
Are you a data-driven enthusiast with a passion for market analysis? Join an incredible team as a Category Analyst and be at the forefront of shaping their category strategies! A fantastic opportunity has arisen for a Category Analyst to join a brilliant client of ours who are one of the UK leading manufacturers in their field on a full time, perma
Job Source: ReedReed
Birmingham
Are you a data-driven enthusiast with a passion for market analysis? Join an incredible team as a Brand Analyst and be at the forefront of shaping their category strategies! A fantastic opportunity has arisen for a Brand Analyst to join a brilliant client of ours who are one of the UK leading manufacturers in their field on a full time, permanent b
Job Source: ReedReed
Birmingham
Are you a persuasive communicator with a passion for sales? We’re seeking a dynamic Telesales Representative to join our team! If you thrive in a fast-paced environment and enjoy connecting with people over the phone, keep reading. We are working with a leading Birmingham based firm that are very successful in a niche market, they have a proven tr
Job Source: ReedReed
Birmingham
Are you a data-driven enthusiast with a passion for market analysis? Join an incredible team as a Product Analyst and be at the forefront of shaping their category strategies! A fantastic opportunity has arisen for a Product Analyst to join a brilliant client of ours who are one of the UK leading manufacturers in their field on a full time, permane
Job Source: ReedCoventry
Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment?
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and Paraplanning team.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice.
Duties for this role will include:
Client Servicing: including collating plan information, requesting quotes, processing authority letters, assisting advisors with general queries and ensuring relevant documents are uploaded.
New Business Submission: including submitting business online and via post, adding plans to our database, chasing providers once business is submitted and checking plan documentation.
Compliance: performing relevant anti-money laundering checks and checking compliance documentation is completed.
Data Entry: Adding client information to our database and ensuring documents are uploaded correctly
The candidate:
An excellent understanding of the financial planning process.
Good knowledge of financial services software systems.
Excellent communication skills and telephone manner.
Good IT skills, good spreadsheet and database knowledge.
Effective organisational skills
This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.
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Financial Planning Administrator - Hybrid Working jobs in Coventry
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