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Financial Planning Administrator - Hybrid Working

Brevere Group
Posted a day ago, valid for a month
Location

Warwick, Warwickshire CV359EF, England

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 role is for a Financial Services Administrator in a wealth management practice that offers a hybrid working pattern.
  • Candidates should have relevant experience in financial services or wealth management, with a preference for those familiar with IFA back-office systems.
  • Duties include supporting a Financial Planner, processing new business, and preparing valuation reports.
  • The position offers a competitive salary and opportunities for career development within a forward-thinking team.
  • The role requires good knowledge of Microsoft Office and Outlook, and involves working in the office two days a week.

Are you a financial planning administrator looking for a new role with opportunities to develop your career, with a hybrid working pattern

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 Curo 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.

Hybrid working can be offered with this role, in the office 2 days per week.

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

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.