Financial Planning Administrator

Description

Financial Planning Administrator - Financial ServicesLocation: Knutsford (Hybrid Working Available)Salary: Competitive, dependent on experience - to around GBP32,000 plus bonus and benefitsJob Type: Full-time, Permanent

A highly respected and growing, National wealth and investment management firm in Knutsford is seeking a skilled Financial Planning Administrator to join their collaborative and client-focused team. This role is ideal for someone with experience in financial planning administration who is ready to take the next step in their career, into a National firm who operate with the best resources and a high level clientele.

About the Role:As a Financial Planning Administrator, you'll play a key role in supporting Financial Planners to deliver outstanding service to a varied client base. You'll manage client documentation, liaise with third-party providers, prepare for client meetings, and ensure all administrative processes are accurate and compliant.

Key Responsibilities:

Provide administrative support to Financial PlannersMaintain accurate client records and update internal systemsLiaise with clients and third-party providers to gather and process informationPrepare valuations, meeting packs, and documentationAssist with new business onboarding, including AML and account setupPromote and support use of digital tools with clientsIdentify and report any risks or breaches in line with company policy About You:

2+ years' experience in a financial services administrative roleExcellent organisational and communication skillsClient-focused and detail-orientedComfortable managing multiple tasks and meeting deadlinesProficient in Microsoft Office and back-office systemsDegree educated preferred, but not essentialKeen to pursue further qualifications - full study support provided toward the Diploma in Financial Planning Benefits Include:

Private Medical InsuranceGroup Life Assurance (4x salary)Group Income ProtectionPension scheme with employer contributionsGenerous holiday allowance with option to purchase additional daysFully funded professional development, including exams, memberships, and study materialsCycle to Work Scheme & Season Ticket LoanHealth Cash Plan, Gym Discounts, Will Writing, and moreAnnual discretionary bonus This is a fantastic opportunity to join a forward-thinking firm that values its people and offers clear career progression. If you're ready to grow your career in a dynamic and supportive environment, apply today with your CV or get in touch to find out more

Financial Planning Administrator - Financial Services

Location: Knutsford (Hybrid Working Available)

Salary: Competitive, dependent on experience - to around GBP32,000 plus bonus and benefits

Job Type: Full-time, Permanent

A highly respected and growing, National wealth and investment management firm in Knutsford is seeking a skilled Financial Planning Administrator to join their collaborative and client-focused team. This role is ideal for someone with experience in financial planning administration who is ready to take the next step in their career, into a National firm who operate with the best resources and a high level clientele.

About the Role:

As a Financial Planning Administrator, you'll play a key role in supporting Financial Planners to deliver outstanding service to a varied client base. You'll manage client documentation, liaise with third-party providers, prepare for client meetings, and ensure all administrative processes are accurate and compliant.

Key Responsibilities:

Provide administrative support to Financial PlannersMaintain accurate client records and update internal systemsLiaise with clients and third-party providers to gather and process informationPrepare valuations, meeting packs, and documentationAssist with new business onboarding, including AML and account setupPromote and support use of digital tools with clientsIdentify and report any risks or breaches in line with company policy About You:

2+ years' experience in a financial services administrative roleExcellent organisational and communication skillsClient-focused and detail-orientedComfortable managing multiple tasks and meeting deadlinesProficient in Microsoft Office and back-office systemsDegree educated preferred, but not essentialKeen to pursue further qualifications - full study support provided toward the Diploma in Financial Planning Benefits Include:

Private Medical InsuranceGroup Life Assurance (4x salary)Group Income ProtectionPension scheme with employer contributionsGenerous holiday allowance with option to purchase additional daysFully funded professional development, including exams, memberships, and study materialsCycle to Work Scheme & Season Ticket LoanHealth Cash Plan, Gym Discounts, Will Writing, and moreAnnual discretionary bonus This is a fantastic opportunity to join a forward-thinking firm that values its people and offers clear career progression. If you're ready to grow your career in a dynamic and supportive environment, apply today with your CV or get in touch to find out more

Ad ID: 5417315449