Financial planning client administrator Work, Jobs in Stockport (with Salaries)

Client Services Administrator
Wren Sterling —Wilmslow
- £26,500 - £30,000 a year
- Full-time
- Hybrid work
- Health & wellbeing programme
- Work from home
Quick apply
2d
Paraplanner/Trainee IFA (hybrid)
Slater Financial Ltd —Buxton
- £38,000 - £42,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
Quick apply
10d
Client Experience and Support Administrator
Pension Pulse —Manchester
- £30,000 a year
- Full-time
- Customer service
- Administrative experience
- Organisational skills
- Life insurance
Quick apply
2d
Experienced Administrator for an Independent Financial Adviser (IFA)
Brookfield Financial Planning —Altrincham
- £25,000 - £30,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Free parking
- Annual leave
Quick apply
5d
Client Administrator - Manchester
Atomos —Sale
- Hybrid work
- Communication skills
IFA Administrator - Full Time
Burfield Financial Planning —Northwich
- £26,000 - £30,000 a year
- Full-time
- English
- Microsoft Office
- Administrative experience
- Annual leave
- Life insurance
Quick apply
5d
Project Administrator
Semperian Group —Wythenshawe
- Up to £25,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Hospital
- Annual leave
Central Operations Administrator
Swiss Life Global Solutions —Manchester
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
IFA Administrator
K3 Advisory Group —Manchester
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Communication skills
- Profit sharing
Quick apply
HR Services/Operations Administrator EU/LA
Munich Re —Manchester
- Temporary
- Hybrid work
- Microsoft Excel
- Administrative experience
- Human resources
10d
Conveyancing Team Leader
Birchall Blackburn Law —Manchester
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Store discount
- Health & wellbeing programme
Quick apply
Financial Controller
Resulting Limited —Warrington
- £60,000 - £65,000 a year
- Full-time
- Hybrid work
- Life insurance
- Referral programme
Quick apply
Financial Adviser (Perspective Mackrill)
Perspective Financial Group —Ripponden
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Employee Benefits Administrator
K3 Advisory Group —Manchester
- Hybrid work
- Microsoft Office
- Organisational skills
- IT
Quick apply
BIM Development Lead
AtkinsRéalis —Manchester
- Full-time
- Hybrid work
- AutoCAD
- CAD
- SQL
Financial Adviser (Warrington)
Perspective Financial Group —Warrington
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Private Client Solicitor/Fee Earner or STEP-Qualified Practitioner (2+ Years PQE)
St Helens Law Ltd —St Helens
- £35,000 - £45,000 a year
- Full-time
- Hybrid work
- Supervising experience
- Communication skills
- Tax experience
- Free parking
- Work from home
Quick apply
3d
Vice President, Fund Reporting Manager
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Accounting
- Financial services
12d
Senior Software Developer
NCC Group —Manchester
- Full-time
- Hybrid work
- Computer Science
- Bachelor's degree
- JavaScript
- Annual leave
Quick apply
Asbestos Administrator
Mitie —Kirkburton
- £28,052.94 a year
- Full-time
- Microsoft Outlook
- IT
- Communication skills

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financial planning client administrator jobs near stockport

Client Services Administrator

Wren Sterling
Wilmslow

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Job details

Permanent | Full-time
£26,500 - £30,000 a year
2 days ago

Benefits

Health & wellbeing programme
Additional leave
Cycle to work scheme
Employee mentoring programme
Financial planning services
Work from home
Enhanced maternity leave
Enhanced paternity leave
Sick pay

Qualifications

Financial planning

Full job description

Company Overview

Wren Sterling is a progressive UK-wide independent financial advice business. In complex markets that change frequently, we help our Corporate and Personal clients make the right financial choices through the provision of independent financial advice which is uniquely tailored to their specific needs. Wren Sterling specialises in all aspects of savings, investments, and retirement planning to individuals. Through successful partnerships with Building Societies, we deliver independent financial advice to their customers. For corporate clients we provide advice on engaging employees through the provision of group risk, protection, and other employee benefit solutions.

Role Overview

Responsible for providing efficient and effective administrative support to a team of advisers. This encompasses the processing and management of client documentation.

Principle Objectives & Responsibilities

Principle Objectives and Responsibilities include the following, other objectives may be assigned:

Check and then process all new business applications and associated paperwork through to submission to Providers either electronically or via hard copy as appropriate.
Carry out electronic identity data verification of clients where appropriate.
Chase new business applications and other client requests/transactions through to completion
Assist advisers with appropriate management of clients’ cash holdings on Provider Platforms and placing trades in accordance with advisers’ instructions.
Create and maintain accurate and up-to-date client and plan records on Intelligent Office
Ensure all relevant documentation and correspondence is uploaded to the correct client records on Intelligent Office and named in accordance with Company procedures.
Create, manage, and complete tasks on Intelligent Office in accordance with Company procedures.
Manage and complete all relevant tasks assigned by advisers, managers/team leaders and other support team members.
Where required: Assist in provision of quotations, key features, applications, and other relevant paperwork to advisers for their client meetings.
Receive incoming telephone calls, dealing or redirecting as appropriate so that calls are dealt with efficiently and by the correct person.
Receive and deal with incoming documentation or correspondence relating to clients of their select team of advisers as appropriate.
Ensure all correct documentation is provided to clients in a timely manner.
Respond promptly to queries from clients, providers, and advisers.
Process and chase death or other policy claims through to completion
Complete additional one-off jobs when they arise.
Promote professional behaviour by demonstrating courtesy and respect to all colleagues and always following the Company’s equality and diversity policy.
Ensuring health and safety policies are observed.
Adhere to Wren Sterling core values
Completion of other reasonable duties, as defined by the Senior Management Team

Knowledge Required

Basic knowledge of the financial planning market including different providers’ products and services
Basic working knowledge of FCA Rules, Guidance Notes and Commitments that apply to job role

Skills Required

Essential skills:

Communication (min: developer): Able to adapt the language, style and method of communication depending on the needs of the client or colleagues.
Organisation (min: achiever): Can prioritise daily tasks, and restructure day as ah-hoc duties require, arranging client-related tasks as a priority.
Customer Service (min: ): Understand what good customer service is and prioritise customer work to deliver good service.
Teamwork & Collaboration (min: developer): Understand the importance of teamwork and how collaboration can improve outcomes.
Technology (min: developer): Understand and be able to use technology for the role effectively.
Expertise (min: developer): Has the required expertise to do the role and understand areas for improvement & looking for opportunities to develop.

Desirable skills:

Experience of Intelligent Office back-office system.

Job Types: Full-time, Permanent

Pay: £26,500.00-£30,000.00 per year

Benefits:

Additional leave
Cycle to work scheme
Employee mentoring programme
Enhanced maternity leave
Enhanced paternity leave
Financial planning services
Health & wellbeing programme
Sick pay
Work from home

Experience:

Independent Financial Advice (IFA) Administrator : 1 year (required)

Work Location: Hybrid remote in Wilmslow

Quick apply

Refine Your Search

financial planning client administrator jobs in stockport

Client Services Administrator

Paraplanner/Trainee IFA (hybrid)

Client Experience and Support Administrator

Experienced Administrator for an Independent Financial Adviser (IFA)

Client Administrator - Manchester

IFA Administrator - Full Time

Project Administrator

Central Operations Administrator

IFA Administrator

HR Services/Operations Administrator EU/LA

Conveyancing Team Leader

Financial Controller

Financial Adviser (Perspective Mackrill)

Employee Benefits Administrator

BIM Development Lead

Financial Adviser (Warrington)

Private Client Solicitor/Fee Earner or STEP-Qualified Practitioner (2+ Years PQE)

Vice President, Fund Reporting Manager

Senior Software Developer

Asbestos Administrator

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