Financial Planning Administrator

Recruit Wealth are representing one of the UK s fastest growing and largest national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Halesowen offices, one of 50 nationwide. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions and investments and working towards ensuring financial security with expert financial advice. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Our Client is seeking candidates who have experience of working within Financial services ideally within an IFA Business Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser s diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual ..... full job details .....