Job Description:
Job Title: Financial Planning Administrator
Salary: up to £30,00 Basic
Location: Congleton
Salary & Benefits:
- Basic Salary £26,000 - £30,000 (Depending on Experience)
- Flexible working hours
- Progression opportunities
- Funded exams and extra study time
- 33 days holiday inc bank holidays, increases with longevity
- Death in Service
- Pension
- Private Medical Insurance & Critical Illness Cover – Comes with years of service.
Working Hours:
- Standard hours of 9am-5:30pm
- Office based
About our clients and the role:
Our clients are a leading wealth management firm dedicated to providing clear, personal, and expert financial advice. They support a wide range of clients - from individuals and families to business owners and sports professionals - helping them plan confidently for the future. Their services cover comprehensive financial planning, mortgages, and specialist advice for elite athletes. With a strong community focus and a commitment to excellence, they offer a collaborative environment where talented professionals can grow and make a real impact.
Swarm recruitment are seeking an experienced Financial Planning Administrator to join their dynamic team. In this role, you will have the opportunity to work alongside talented financial advisers & paraplanners, helping clients reach their financial goals.
To be considered for this role, you will already have experience as a Financial Services Administrator or Mortgage Administrator in a similar company.
Desired Experience:
- 2 years’ experience working in the wealth management or mortgage industry.
- Awareness of Financial Services and legislations and applications such as GDPR, AML, Vulnerable clients, Treating Customers Fairly Awareness and understanding of compliance processes and procedures
- Excellent analytical, communication, and organisational skills.
- A collaborative team player who can also work independently.
Responsibilities & Duties:
- Client liaison and support
- Booking progress review meetings
- Preparing meeting packs
- Gathering and input of data
- Anti money laundering checks
- Maintain up to date and accurate records
- Application and LOA processing
By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
INDSW
Job Types: Full-time, Permanent
Pay: £26,000.00-£30,000.00 per year
Benefits:
- Additional leave
- Company pension
- Flexitime
- On-site parking
Experience:
- IFA Administrator: 1 year (required)
Work Location: In person
