Financial Planning Administ...

Financial Planning Administrator

Job Title: Financial Planning Administrator
Contract Type: Permanent
Location: Manchester
Salary: £20000 - £25000 per annum, Benefits: 25 Days Holiday, Life assurance, PMI, DIS, 10 % Non Contributory Pension Scheme
Start Date: 2017-06-19
Reference: JD19/06//2017
Contact Name: Joel Dixon
Contact Email:
Job Published: June 19, 2017 10:01

Job Description

Financial Planning Administrator 
Looking for a technical advisory support role with realistic scope for progression into Paraplanning? Want to work for a business who value you and possess a fantastic family, team culture?

The Client is a very reputable company with a respected place in the wealth management arena. Over the course of 2017 the business is looking to grow and expand its technical support team in order to keep up with the demands of their advisers.
This is a company who offer stability, longevity and a structured development plan to its employees who demonstrate quality and professionalism in the workplace.

You will ideally be a confident, adaptable professional who is able to work well in a team whilst also being able to use your own skills and initiative to complete work effectively to tight deadlines. You will have a high attention to detail whilst also being able to work closely with existing colleagues and the terrific company advisers.

The role will require you to:
·         Processing new and existing business applications
·         Dealing with product providers
·         Complete administration post Adviser Client reviews
·         Prepare letters of authority
·         Dealing with changes to policies, fund and client personal details
·         Comfortable in liaising with Investment Managers, Product Providers and Platforms 
·         Preparing Client review packs on behalf of the advisers
·         Producing Letters of Authority to be issued to clients for signature
·         Have excellent telephone manor when speaking to the companies’ vast amount of clients

The client is looking for a professional, articulate and quality individual to come into the team and add value from day one. The successful candidate will ideally have a minimum of 2 years’ experience in the industry with a strong academic background.
The client is looking for a professional, articulate and quality individual to come into the team and be prepared to learn, grow and develop with the business.   
If this sounds of interest, please apply as appropriate or call Joel Dixon 0113 426 0780 or drop your CV across to