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Liverpool
Financial Planning Administrator - Liverpool, hybrid - up to £37K plus excellent company benefits We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Liverpool office. Our client are a highly reputable Financial Planning organisation with offices across the
Job Source: mbf.recruitment22
United Kingdom
Financial Planning Support Vacancy, Cheshire, £27,000-£32,000 This is a fantastic opportunity to join and Cheshire based Independent financial Advisers and become a key part of the advice process by supporting the Advisers and looking after their clients. As Financial Planning Support you will assist the Adviser with client on-boarding, file mainte
Job Source: recruitment22Cameron James
Deeside
Our client a firm of independent Chartered Financial Advisers with offices in Chester and Ewloe who are looking for an experience IFA Administrator. Receiving instructions during debriefings from advisers following client meetings. Interpreting data obtained by advisers during client meetings. Analysing data and using research tools to provide solu
Job Source: Cameron JamesRecruitment Panda Ltd
Warrington
Payroll & Office Administrator for a small care home provider! HR, what does HR stand for? Human Resources, High Results, Humane Responsibility? All of the above? For this employer, HR stands for strategic integrity, innovation and rigour, as well as stability, reassurance, invigoration and professionalism. You will be responsible for administrat
Job Source: Recruitment Panda LtdRecruitment Panda Ltd
Warrington
Money makes the world go round! Offering a competitive salary of up to £30k per annum. The hours of work are Monday-Friday 9am-5pm.The position is with a small family run care group organisation. You will be working at the core of the business and be part of the successful day to day running of the organisation. Without people like you businesses
Job Source: Recruitment Panda LtdCameron James
Wirral
Our clients are a highly regarding firm of Wealth Planners based in modern offices who work across the Northwest and beyond, providing clear, bespoke and impartial financial planning. Due to progression require an addition Senior Wealth Planning Administrator to join a team of 12 Financial Advisors and approx. 15 other back-office personnel which c
Job Source: Cameron JamesBond Recruitment Ltd
Chester
We are recruiting an experienced, financial services administrator to work closely with our client, a Chartered Independent Financial advisers based in Chester. Their mission is to provide financial guidance and support that helps their clients achieve their goals.As a Chartered IFA, they actively encourage and fully support all of their colleague
Job Source: Bond Recruitment LtdLime People Search & Select Ltd
Chester
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seek
Job Source: Lime People Search & Select LtdLiverpool
Financial Planning Administrator - Liverpool, hybrid - up to around £28K plus excellent company benefits (potentially negotiable)
We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Liverpool office.
Our client are a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced IFA Support Administrator to join the business to provide technical support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and Senior Paraplanners, this will help you to develop your career and progress within the organisation.
Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered opportunities in the future to progress within the organisation into either a Paraplanning, advisory or leadership capacity.
The Role
Build & maintain strong relationships with the Financial Planners and their clients
Work closely with your Administration team, Para-Planning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomes
Assist Wealth Planners to maintain and manage their client banks
Assist with managing Financial Planner diaries
Ensure client reviews are timely & appropriate as per documented service levels and in line with regulation
Ensure that client files pre & post meeting contain all relevant information and paperwork
Be responsible for all post meeting administrative actions, such as processing of Letters of Authority and submission of business to various platforms and providers ensuring timely and accurate completion which provides an efficient service for the Financial Planner and Client
Ensure all initial, on-going and client paid fees are checked and reconciled
Support the Financial Planners to seek out and nurture opportunities for new business assisting with client research
The successful candidate may demonstrate the following:
Minimum 6 months administrative experience in an IFA / Wealth environment
Responsibility, accountability and the ability to be pro-active and intuitive in role
Attention to detail and pride in work
Strong communicator, Written, Verbal, and listening
This organisation are well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain the diploma in financial planning.
You will be joining a well known and highly respected organisation where you can start an exciting career.
Package
up to £28,000
Excellent benefits including Pension contribution, PMI, Group Life, Group Income Protection
Study support
Full time, hybrid, Liverpool
Financial Planning Administrator jobs in Liverpool
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