Recruit Wealth are delighted to be representing a highly successful, well known, national Financial Planning business with offices throughout the UK.

Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Newcastle, these are newly created roles to boost additional headcount.

The business is a modern, highly ethical and rewarding employer to work for who have always had an excellent reputation within the Financial Services industry.

As a key member of the Client Administration team you will be responsible for the day-to-day support and servicing of private clients relating to their pension and investment needs. You will work closely with the Client Administration Team Leader and established team of Administrators to provide an integral function to the wider team.

Excitingly, there are various newly created administration opportunities within the business as they continue their ambitious growth journey.

Main Duties

The role will see you working closely with the Client Administration Team Leader and team of Administrators to provide an integral function to the wider team, including Paraplanners and Financial Planners.

Client Administration Support and Servicing to include the following:

Providing proactive and dedicated assistance to Advisers
Managing Adviser’s diaries and arranging client meetings
Contacting clients by telephone/email
Liaising with internal and external stakeholders, such as providers, to chase outstanding requirements
Preparing meeting packs and papers and ensuring they are ready for client appointments
Processing new business.
Keying Illustrations, projections and valuations.
Raise invoices where required, and ensure all remuneration records are correct, actively chasing providers and clients where remuneration is outstanding.
To comply at all times with the compliance and training and competence procedures
Action post in and out, sort, prioritise on receipt, scan and refer to appropriate adviser as and when applicable

Knowledge and Experience:

Highly knowledgeable in all aspects of financial services administration
A strong level of technical and industry knowledge with a wide range of financial products and services
Confident using Microsoft Office products and the ability to learn new systems and processes.
Strong time management and prioritisation skills
Good written and verbal communication skills.
Ability to work under pressure with excellent attention to detail

Benefits of joining the business:

28 days holiday plus Bank Holidays
Death in Service
Private Medical Insurance
Group Income Protection
Employee Assistance Program
Medicash
Private Pension
Discretionary, 10% company annual bonus
Hybrid/Work from home
Full support for further professional qualifications

Progression to Paraplanner is available if desired.

A very generous salary is being offered, company bonus, excellent benefits as well as a professional and encouraging working culture are all available with this national brand.

Due to their strategic growth and future recruitment, the business will be highly attractive to all prospective candidates, there has never been a better time to join than now!

Home/office hybrid working is fully supported during the working week.

Staff retention is second to none with our client, we have represented them for years with excellent success.