Financial Planning Administrator

We are working with a successful financial services organisation near Chorley to recruit for a Financial Planning Administrator to join their growing administration function.

Client Details

This firm is part of a growing group of IFAs, and has several offices across the North West. Their main headquarters is based near Chorley, which is a very busy office where you will support the financial advisers and the wider team. The firm was awarded chartered status many years ago and has won numerous other awards for being a top employer and great place to work.

Description

As Financial Planning Administrator, you will join an experienced team, and be responsible for:

• Processing new business applications
• Preparing client packs for meetings, as well as client review list for advisers
• Preparing client valuations and supporting documentation
• Preparing cases for paraplanning
• Ensuring letters of authority requests are sent on time
• Providing an efficient and effective administration service
• Processing dealing instructions and new business applications
• Obtaining valuations and assisting in producing update reports
• Monitoring and chasing up applications and other transactions across various platforms and providers
• Processing client instructions and dealing with any queries or issues

Profile

The successful applicant for this role must have the following skills and experience:

• Previous experience working in an IFA or financial planning firm ideally
• Strong work ethic and good attitude
• Strong administration skill set with a high level of attention to detail
• Great communication skills
• Good working knowledge of Microsoft applications
• Up to date with current FCA Legislation would be ideal

Job Offer

There is a great benefits package to go with this exciting role. As Financial Planning Administrator, you will get:

• �(phone number removed) salary
• 28 days holiday
• Study support for professional development
• Pension contribution
• Working from available after probation
• Car parking available
• Wellbeing support services
• Social events
• Flexible working hours