FINANCIAL PLANNING ADMINISTRATOR – GLOSSOP

We currently have a fantastic opportunity to join the busy Glossop Office of this successful financial planning firm. This is a very varied role and your experience in providing high quality administrative support will be invaluable to the whole team.

RESPONSIBILITIES

As Financial Planning Administrator, you will be involved in the day to day administration of financial portfolios, ensuring compliant processes are followed and information is accurately processed and maintained. Your duties will include:

• Writing letters and emails to clients.
• Processing New Business in relation to pensions, investment and protection.
• Preparation of client review packs.
• Adviser diary management, booking in appointments.
• Obtaining valuations and illustrations.
• Ensure that all financial planning client administration is carried out in accordance with the Firm’s procedures.
• Maintain client records on the company software and ensure the client and firm’s files are well presented, accurate and compliant.
• Taking phone calls, enquiries and requests, and handling them where appropriate.
• Back-office support.
• Other ad hoc administrative tasks.

ROLE REQUIREMENTS

You will ideally be experienced working in a Financial Planning firm, but this is not essential.
You will need to be motivated, friendly and professional and able to hold conversations with third parties, representing the company in a professional manner.
Good working knowledge of IO would put candidates at an advantage.