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Financial Planning Administrator

SectorsAdministration, Sales Support
Salary£18,000 to £24,000 per annum
Benefitsfull benefits
LocationsLancashire, North West, UK
Contract TypePermanent


Financial Planning Administrator


Basic to £24,000 plus benefits

This well- established financial Wealth Management Practice are looking for a Financial Planning Administrator to join their team. The position requires administration support experience ideally gained in an IFA environment.

You will primarily work with one adviser but also work with the other advisers, paraplanners and administrators to provide professional, efficient and compliant administrative support. It is expected that you will be consistently accurate in your work, be able to work on your own initiative and maintain the high level of professionalism that our HNW clients expect.

Working within a small team will require you to be hands on in all areas so you will also be expected to answer telephone calls and deal with incoming and outgoing post amongst other things.

Duties and responsibilities include:

Providing pre-sale support, new business processing and ongoing client servicing ensuring initiative is applied at all times

Maintaining data integrity of the office IT system through accurate data entry and data maintenance

General administrative support e.g. file maintenance and compliance

Managing client review process/diary system including preparation of client valuations and review packs

Successful individuals will:

Have at least a basic understanding of retail investment and protection products

Be competent in using MS office; particularly Word, Excel and Powerpoint

Have a confident telephone manner and be able to speak directly to potential and existing clients

Be able to demonstrate a client focussed approach

Plan and prioritise their own workload and be a good team worker

A Certificate in Financial Planning or a willingness to work towards this qualification is desirable. The company do offer assistance with exams/training if candidates have already started to study towards their Diploma or would like to start this.

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