Home
Coventry
Financial planner
Financial Planning Administrator

Financial Planning Administrator

Brevere Group

Posted 8 hours ago, valid for 25 days

Coventry, West Midlands CV5 7FF

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

A wealth management practice is seeking a proactive Financial Services Administrator to support Financial Advisers and a paraplanning team.
The role involves processing new business, dealing with investment and pension matters, and preparing client documentation.
Candidates should have relevant experience in financial services and a good working knowledge of Microsoft Office.
Experience with IFA back-office systems is advantageous, and the role offers opportunities for career development.
The position comes with a generous salary package, although the specific amount is not disclosed, and requires relevant experience in the industry.

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.

By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.

Apply now in a few quick clicks