Financial Planning Administrator

Eventus Recruitment are seeking an experienced IFA / Financial Planning Administrator to join a successful IFA / Financial Planning business based in Knutsford, Cheshire. This is a great opportunity to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you. You will receive 25 days holiday plus bank holidays, pension, study support and annual bonuses. This job presents an excellent opportunity for an experienced IFA / Financial Planning Administrator who is looking for a role that offers a great working environment and various progression pathways.
Role Responsibilities
The successful Financial Planning / IFA Administrator will assist the Financial Planners with client support and administration. Some of the duties within this job will include:
* Point of contact for new and existing clients to deal with any queries
* Process new business and ensure clients are kept updated with progress
* Deal with letters of authority and requests for information from external providers, chasing and checking the ceding information that comes back
* Complete all review meeting letters and associated regulatory requirements
* Update client for new and existing clients on a CRM system – Salesforce
* Process withdrawal requests
* Process switches and portfolio rebalancing
* Process bereavement cases
* Process Trust documentation
* Write suitability letters for ISA/UT/Bond/Pension new business and top ups
* Potentially move into writing suitability letters for pension transfers
Person Specification
The incoming IFA / Financial Planning Administrator will have strong administrative skills gained within a Financial Planning environment. In addition, you will be competent with using various software packages. You will also have:
* Excellent attention to detail and the ability to accurately process data and information
* Experience and competence of using software packages and CRM systems
* Work well under pressure and ability to multitask and meet deadlines
* Ability to collaborate and work well within a team
* Excellent command of the English language
Benefits and Rewards
The incoming IFA / Financial Planning Administrator will benefit from working within a very supportive team that has a high staff retention rate. In addition, you will be awarded with the following employee benefits:
* 25 days holiday plus bank holidays
* Discretionary bonuses
* Excellent Pension
* Study support
About the Company
This job opportunity is within an established Financial Planning Firm in Knutsford, Cheshire. They specialise in retirement planning work, investments, and corporate advice. The firm is always looking for talented individuals who want to be rewarded with excellent development and progression prospects.
Next Steps
Apply now if your skills and experience align with this IFA / Financial Planning Administrator job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Cheshire 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