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Financial Planning Administrator

TEMPLEGATE RECRUITMENT LIMITED
Posted a month ago, valid for 13 days
Location

York, North Yorkshire YO24 1AB, England

Salary

£28,000 per annum

Contract type

Full Time

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Sonic Summary

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  • TEMPLEGATE RECRUITMENT is seeking a Financial Planning Administrator for a wealth management firm in York.
  • The role offers a competitive salary ranging from £25,000 to £29,000 based on qualifications and experience.
  • Candidates should have strong knowledge and experience in financial services administration, preferably with familiarity in using Xplan.
  • Key responsibilities include managing client information, processing new business, and writing basic reports.
  • The position also involves hybrid working and encourages continuous learning and improvement in processes.
TEMPLEGATE RECRUITMENT
Financial Services Specialist Recruiters

Job Title:Financial Planning Administrator

Location:York

Benefits:Competitive salary, Pension, Hybrid Working.

Salary:£25,000 to £29,000 depending on qualifications and experience.

Summary of the Financial Planning AdministratorRole:

A well-established wealth management firm, specialising in providing holistic financial services to dentists, is seeking a Financial Planning Administrator to join their team. In this role, you will work closely with financial advisers, as well as the administration and senior paraplanning teams, providing support with basic suitability report writing, annual reviews, and general administration.

What Your Day-to-Day Duties Will Include:

  • Manage client and policy information on the back office system (Xplan)
  • New business processing and post-sale support
  • Process withdrawal and drawdown requests
  • Handle client queries
  • Write basic reports (e.g., insurance, investment)
  • Carry out bespoke drawdown reviews

Key Qualities and Skills Required for this Financial Planning Administrator Role:

  • Strong working knowledge and experience in financial services administration
  • Familiarity with relevant regulatory requirements
  • Demonstrated accuracy and attention to detail in written and numerical tasks
  • Previous experience with Xplan preferred
  • Ability to use initiative for problem-solving
  • Proficiency in Microsoft Office packages
  • Capable of following company processes

Additional Useful Qualities and Skills:

  • Interest in attaining or currently studying financial services qualifications
  • Ability to innovate and suggest improvements in processes
  • Willingness to learn new skills as required

Apply today to be considered for thisFinancial Planning Administratoropportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations and, where appropriate, recommend other relevant opportunities to you that match your requirements.

Due to the amount of response we receive, unfortunately, we are not able to give feedback to individuals. If you have not heard back within 7 days, please assume that you have not been successful for the role you have applied for

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