Financial Planning Administrator

Eventus Recruitment are seeking a Financial Planning Administrator to join a dynamic and fast-paced team in Manchester City Centre. Working in the Client Services team, reporting to the Practice Manager, you will be liaising closely with the team of Wealth Managers. You will be responsible for the impeccable management of business submission, preparing adviser meetings packs, ensuring client records remain accurate and complete, and managing a high level of plan information requests (Letters of Authority). This is a great job opportunity to join a thriving well-established company that continues to grow organically. You will benefit from 33 days holidays (PLUS bank holidays), Hybrid or Remote working, flexible working policy, study support, and a great pension plan.

Role Responsibilities

The incoming Financial Planning Administrator will provide high quality administrative support to Financial Advisers and the Practice Manager including, but not limited to;

• Undertaking administrative tasks to support the Financial Advisers & Practice Manager as necessary;
• Corresponding with clients, internal departments and external providers by letter telephone and email;
• Preparing files such as client review and presentation paperwork for client meetings;
• Data entry into various systems and maintaining accurate data across systems for clients;
• Updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models;
• Handling complex cases and ensure that any business applications are processed in a responsible and compliant manner, meeting all legislative requirements, both internally and externally;

You will have initial and ongoing training to learn new processes and skills, which would provide you with a solid foundation for career progression and your personal development.

Person Specification

You will be able to demonstrate exceptional administrative skills within financial services and be able to demonstrate that you are able to meet the criteria below:

• Faultless interpersonal skills, assertive whilst friendly with a professional demeanour
• Impeccable face-to-face and telephone client interaction skills and ability to build rapports swiftly with all manner of personalities
• Impeccable written communication skills
• Excellent organisation skills
• Excellent Microsoft Office skills, with an ability to adapt and learn the use of internal systems and databases
• Good at managing own workload and ability to prioritise tasks whilst retaining a high level of attention to detail in a fast-paced environment
• Good time management with the ability to multi-task and change focus throughout the day when necessary
• An ability to remain calm when faced with conflicting demands whilst demonstrating a positive attitude at all times
• Highly self-motivated, attentive and demonstrates a can-do attitude
• Must be a team player

As you will have contact with clients, it is essential that you are professional and confident in dealing with third parties, have excellent communication skills and can work with total discretion.

Benefits and Rewards

The incoming Financial Planning Administrator will benefit from working within a modern and approachable team. In addition, you will be awarded with the following employee benefits:

• Hybrid or fully remote working
• Flexible working hours
• Company pension scheme
• Death in service
• 33 days holidays (plus bank holidays)
• Support with professional development if desired such as further qualifications
• Access to your own financial adviser (free of charge)

About the Company

A well-established Financial Planning Firm operating in Manchester City Centre, specialising in retirement planning work, investments, tax, IHT and corporate advice. They show a keen interest in their employees’ careers and will offer development opportunities if progressing is your goal.

Next Steps

Apply now if your skills and experience align with this Financial Planning Administratorjob. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at Eventus Recruitment for a confidential discussion.

If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career.

The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, HR, Finance and Accountancy sectors across the UK. Please note that the years’ experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.