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Financial Planning Administrator

mbf.
Posted 13 hours ago, valid for 24 days
Location

Bury, Lancashire BL0 0BT, England

Salary

£24,000 - £28,800 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Financial Planning Administrator position is located in Ramsbottom and offers a negotiable salary of around £30K along with an excellent benefits package.
  • The role requires prior experience in financial services, with a preference for candidates studying with the Chartered Insurance Institute (CII).
  • Key responsibilities include pre-sales support, client data management, administrative duties, client interaction, and a commitment to continuous learning.
  • The ideal candidate should possess strong communication skills, a dedication to customer service, and effective organizational abilities.
  • Benefits include 25 days of holiday, a pension plan, death in service coverage, income protection, and ongoing career development opportunities.

Job Advert: Financial Planning Administrator

Location: Ramsbottom Salary: Negotiable to around £30K, with excellent benefits package

Are you a proactive and detail-oriented professional with a passion for delivering exceptional client support in the financial services industry? Join this highly respected and established firm of Independent Financial Advisors, as a Financial Planning Administrator, and play a pivotal role in supporting our advisers and enhancing our client experience.

Key Responsibilities:

As a Financial Planning Administrator, you’ll be responsible for:

  • Pre-Sales Support: Assisting Paraplanners/Advisers by preparing engagement letters, change of agency letters, client agreements, and gathering essential documents like provider application forms and client policy valuations.
  • Client Data Management: Ensuring our back-office software is consistently updated and providing up-to-date valuations and relevant information to advisers.
  • Administrative Duties: Managing adviser diaries, maintaining client accounts, coordinating client communications, and handling filing and other administrative tasks.
  • Client Interaction: Responding to phone and intercom inquiries, greeting clients and visitors, and assisting with meeting preparation.
  • Continuous Learning: Keeping your knowledge and qualifications current to support both colleagues and clients effectively.
Ideal Candidate:

We are looking for someone with:

  • Financial Services Experience: Prior experience in financial services is essential, with a preference for candidates already studying with the Chartered Insurance Institute (CII).
  • Customer Service Orientation: A dedication to delivering quality service and attention to detail.
  • Communication Skills: Strong verbal, written, and IT skills, with the ability to handle issues with diplomacy.
  • Team Spirit: A collaborative attitude with a strong sense of teamwork.
  • Organizational Skills: Ability to plan, prioritize, and meet deadlines.
Benefits:
  • Holiday: 25 days (plus tiered increases with length of service)
  • Pension: 3% employer and 4% employee contributions
  • Death in Service: 4x salary
  • Income Protection: 75% up to NRD, with a 13-week deferment
  • Career Development: Ongoing training and support for professional growth

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.