Financial Planning Administrator

Job Description

Role: Financial Planning AdministratorSalary: Up to £30,000Location: ChesterfieldReference Number: 8409Do you have a passion for ClientServices and Financial Planning Do you thrive in a fast-paced, dynamic environment where attention to detail and organizational skills are key Look no further! My client Based in Chesterfieldis seeking a dedicated and motivated Client Administrator to join their team and support their mission of providing exceptional financial planning services to their clients.About The Company: This is a leading financial advisory firm committed to delivering comprehensive, client-centered financial solutions. With a legacy spanning over 20 years, the firm prides itself on providing tailored strategies that helpclients achieve their financial goals and secure their future.Role Overview: As a Client Administrator, you will play a crucial role in the seamless functioning of the firms processes. You will be maintaininglong-lasting relationships with Clients and supporting the practice with the processing ofnew business. This role will involve working closely with a team of experienced advisors, you will be responsible for various administrative tasks that ensure the clients financial plans are executed efficiently and accurately.Key Responsibilities:

• Main point of contact for client queries through multiple communications.
• Prepare and process client documentation, including investment applications, account transfers, and insurance paperwork.
• Maintain accurate client records and databases, ensuring data integrity and compliance with regulatory standards.
• Assist advisors in preparing financial reports, presentations, and other client-facing materials.
• Coordinate client meetings and appointments, managing calendars and ensuring all necessary materials are prepared.
• Liaise with financial institutions, custodians, and insurance companies to facilitate transactions and resolve inquiries.
• Handle general administrative duties such as managing correspondence, filing, and maintaining office supplies.
• Collaborate with other team members to optimize workflow processes and enhance client experience.

Qualifications and Skills:

• 1-2 years of IFA Administration experience
• Proven record of Client Relationship success
• Excellent communication skills, both written and verbal.
• Proficient in using Intelligent Office (essential)
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Ability to multitask and prioritize in a fast-paced environment.
• Understanding of financial products, investments, and financial planning concepts is advantageous.

What is onOffer:

• A starting salary of up to £28,000 (will go up to £30,000 for the right expeirence)
• Hybrid home/office working.
• A supportive and collaborative work environment that values innovation and growth.
• Opportunity for skill development and on-the-job training in financial services.
• Exposure to a diverse range of financial planning scenarios and client interactions.
• Chance to be a part of a reputable firm that is dedicated to making a positive impact on clients financial lives.

About Recruit UK:As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, RecruitUK is pleased to be working with a Financial Advice firm based in Chesterfieldona Client Administrator role.