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Financial Planning Administrator

Financial Planning Administrator

Brevere Group

Posted 20 hours ago, valid for 23 days

Coventry, West Midlands CV5 7FF

Full Time

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Sonic Summary

A financial planning administrator position is available in a progressive wealth management practice that offers opportunities for career development.
The role requires relevant experience in financial services or wealth management, ideally with knowledge of IFA back-office systems.
Key responsibilities include supporting a Financial Planner, processing new business, liaising with clients, and preparing performance documentation.
The position offers a competitive salary package and the chance to work in a supportive and innovative team environment.
Candidates should possess good working knowledge of Microsoft Office and Outlook, with a focus on delivering excellent customer service.

Are you a financial planning administrator looking for a new role with opportunities to develop your career, in a progressive and supportive environment.

Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.

Duties for this role will include:

Working primarily with one Financial Planner
Processing and submitting new business and monitoring the progress.
Dealing with investment, pension, and protection business.
Liaising with clients and delivering a full customer service.
Preparing valuation reports, performance documentation and review checklists.
Processing and monitoring switches with providers or electronically.
Updating Intelligent Office back-office systems.

The candidate:

Good working knowledge of Microsoft Office & Outlook
Relevant experience within financial services / wealth management
Experience with IFA back-office systems would be an advantage

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

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