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Financial Planning Administrator

Recruit Wealth are representing a highly successful, independent, Financial Planning business in East Sussex who are currently looking to recruit a Financial Planning Administrator to join their brilliant team.

Our client is modern and highly ethical business where client outcomes are at the forefront of everything they do. They deal with private clients/individuals relating to pension, investment advice working towards ensuring financial security with their expert guidance.

The practice is recognised as a leading, independent Financing Planning business in the area with an enviable reputation. Staff retention and well-being are second to none.

You will be working alongside experienced team members offering administration support to the Paraplanners & Financial Planners.

Overview of the role is detailed below:

  • Delivering the highest possible level of client service, consistent with developing and maintaining outstanding relationships
  • Preparing documentation packs for Advisers ahead of client reviews and new client meetings
  • Processing letters of authority and subsequent information requests
  • Keeping client records updated at all times, updating client plan data and scanning any policy details or correspondence to client files
  • Extracting information from platforms on portfolios and fund/plan performance
  • Preparation of correspondence including letters and emails
  • Assisting with both incoming and outgoing post
  • Ensure that financial transactions are completed correctly and files are fully FCA compliant
  • Assist with the arrangement of client meetings when required
  • Sharing responsibility of answering inbound calls and greeting visitors
  • Calling clients to provide timely updates on the status of their cases
  • Project work and other ad-hoc tasks

Skills, knowledge and experience:

  • Polite, courteous and professional in conduct
  • Excellent telephone manner
  • Ability to compose well written client emails and letters using accurate grammar
  • Experience in Financial Services and/or professional industry would be advantageous
  • A good base knowledge of IT systems including MS Office applications
  • An ability to pick up technical knowledge and systems quickly 
  • Good attention to detail
  • Strong organisational skills and ability to work independently
  • Energy, enthusiasm and drive
  • Flexible attitude with strong agile thinking
  • Good team player

The business offers a rewarding career for all their staff with excellent management support, regular appraisals alongside annual salary reviews.

This is a superb opportunity and one that can cater for training, development, progression, exam support and a potential route to Paraplanning if desired. 

Recruit Wealth have supported the business for many many years, we hold the practice in extremely high regard.

An excellent salary, company benefits and superb modern offices are all available. 

Please apply to us here at Recruit Wealth for an immediate response.


Location: Uckfield, East Sussex | Salary: 23000 - 28000 per year | Job type: Permanent | Posted: 19/09/2024

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