Job: Financial Planning Administrator
Location: Grimsby
Salary: Negotiable
Role Description
A well-established and growing financial planning firm is seeking an experienced Financial Administrator to join its team due to continued expansion. This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers.
The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders.
Responsibilities
- Processing new business applications
- Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs
- Arranging client meetings and managing Advisers’ diaries
- Completing portfolio illustration requests
- Providing comprehensive back-office support
- Ensuring all financial planning administration is completed in line with company procedures
- Corresponding with clients in both written and verbal formats
- Maintaining accurate, compliant, and well-presented client records on company systems
Key Requirements
- Previous experience working within a Financial Planning firm (essential)
- CII Level 3 qualification in Financial Administration preferred (training support available)
- Working knowledge of Intelligent Office (IO) and platform experience would be advantageous
- Strong ability to manage and prioritise workloads effectively
- Excellent communication, planning, and organisational skills
- Strong analytical and problem-solving abilities
Benefits
- Professional industry exams and study supported
- 25 days’ holiday and ability to purchase more holiday (excluding bank holidays)
- Annual salary reviews
- Birthday day off
- Life assurance and pension
- Clear progression opportunities to Paraplanner and Adviser roles, if desired
Job Types: Full-time, Permanent
Pay: £27,000.00-£30,000.00 per year
Benefits:
- Additional leave
- Company pension
- Life insurance
- On-site parking
Application question(s):
- Do you have previous experience within a financial planning or wealth management business?
Work Location: In person
