Financial Planning Administrator

We are working with a fantastic wealth management firm in Chester to recruit a Financial Planning Administrator to join their team.

Client Details

The role will be supporting the front office, Investment Managers and Financial Planners in an administrative function.

Description

On a day to day basis, you will be play a key role in a team providing support for other senior colleagues dealing with various tasks to ensure the smooth running of the team. Day to day responsibilities include:

• Processing all new client documentation and amendments
• Monitoring of transfers of assets/cash
• ISA subscriptions and transfers
• Processing of client payments
• Administering of client accounts
• Ensuring client details and reviews are recorded correctly on systems
• General record keeping and filing
• New business and account administration
• Responsible for corporate actions
• Preparing for client meetings and producing client advice review documents
• Liaising with stakeholders internally and third party providers

Profile

The successful Financial Planning Administrator must have:

• Similar experience in an IFA / financial planning firm
• Strong administration skills with a high level of attention to detail and accuracy
• Ideally have worked in a financial services environment
• Good knowledge of Excel and other Microsoft packages
• Strong communication skills
• Strong organisational skills and able to work to deadlines
• Flexible and willing to support junior/senior members of the team
• Strong desire to learn and progress

Job Offer

The successful applicant for the Financial Planning Administrator role will get:

• �(phone number removed)
• 25 days holiday plus bank holidays
• Study support for relevant professional qualifications
• Excellent pension contribution
• Healthcare
• Hybrid working
• And many more!