Financial Planning Administrator

Recruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK.

Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Newcastle, these are newly created roles to boost additional headcount.

The business is a modern, highly ethical and rewarding employer to work for who have always had an excellent reputation within the Financial Services industry.

As a key member of the Client Administration team you will be responsible for the day-to-day support and servicing of private clients relating to their pension and investment needs. You will work closely with the Client Administration Team Leader and established team of Administrators to provide an integral function to the wider team.

Excitingly, there are various newly created administration opportunities within the business as they continue their ambitious growth journey, having secured Private Equity backing guaranteeing their successful future.

Main Duties

The role will see you working closely with the Client Administration Team Leader and team of Administrators to provide an integral function to the wider team, including Paraplanners and Financial Planners.

Client Administration Support and Servicing to include the following:

• Processing and chasing new business


• Illustrations


• Valuations


• Assist with the daily telephone answering within the team


• Accurately update and maintain information on the back-office system


• Liaising with providers to obtain fund values/unit prices/transaction statements


• Preparation of enclosure documents for suitability reports


• Liaising with clients and providers


• Raise invoices where required, and ensure all remuneration records are correct, actively


• chasing Providers and Clients where remuneration is outstanding


• Action post in and out, sort, prioritise on receipt, scan and refer to appropriate adviser as and


• when applicable within acceptable time scales.


• Prioritise and action all activity entries allocated for your clients taking into consideration all the work being undertaken for the clients allocated to you


• Preparation for client meetings within agreed timescales

Knowledge and Experience:

• Highly knowledgeable in all aspects of financial services administration


• A strong level of technical and industry knowledge with a wide range of financial products and services


• Confident using Microsoft Office products and the ability to learn new systems and processes.


• Strong time management and prioritisation skills


• Good written and verbal communication skills.


• Ability to work under pressure with excellent attention to detail

Personal Skills:

• Ability to build and develop effective working relationships


• Accessible, approachable and have a positive attitude


• Effectively work within a team


• The flexibility for and commitment to continual service development and improvement

Benefits of joining the business:

28 days holiday plus Bank Holiday, Death in Service, Private Medical Insurance, Group Income Protection, Employee Assistance Program, Medicash, Private Pension, Discretionary, 10% company annual bonus, Progression, Hybrid/Work from home, Full support for further professional qualifications.�

Progression to Paraplanner is available if desired.

A very generous salary is being offered, company bonus, excellent benefits as well as a professional and encouraging working culture are all available with this national brand.

Due to their strategic growth and future recruitment, the business will be highly attractive to all prospective candidates, there has never been a better time to join than now!

Home/office hybrid working is fully supported during the working week.

Staff retention is second to none with our client, we have represented them for years with excellent success.