Financial Planning Administrator
*Competitive salary depending on experience and qualifications
*Study Support
*Hybrid working pattern
*Parking
*Attractive benefits package
*Friendly team environment
*Professional offices on outskirts of Leeds
Tempest Jones is excited to be recruiting for is a thriving national chartered financial planning practice as they embark on their search for an additional Financial Planning Administrator. This practice specialises in provision of holistic advice on whole of market pensions, investments, estate planning, tax planning and protection.
They are now seeking a Financial Planning Administrator to join their dynamic team to assist the advisers in creation and maintenance of client financial portfolios.
This role offers an exceptional opportunity to work in an incredibly supportive environment that promotes ongoing career development and progression, including industry exam sponsorship. This is a really exciting time to join a business that is undergoing a period of growth.
Financial Planning Administrator key responsibilities:
*Managing both new and existing client accounts
*Obtaining illustrations for new business and preparing portfolio valuation reports for existing pensions and investments
*Accessing provider platforms to gather essential information and action fund switches under instruction from advisers
*Processing business accurately and promptly in line with compliance guidelines
*Document preparation, scanning, and data input as required
*Diary management and other ad hoc tasks as requested by advisers
*Answering telephones professionally and courteously, providing information and assistance to advisers and third parties
*Working collaboratively with a friendly team of advisers and paraplanners.
Requirements of Financial Planning Administrator:
*Professional background within an administrative capacity, ideally with exposure to pensions and investments.
*Confidence using Microsoft Office, Word and Excel.
*Excellent communication skills both verbal and written.
*Permanent residency and right to work in the UK. This company are unfortunately unable to provide sponsorship so they are seeking candidates who have both current and indefinite right to work in the UK.
Apply for the Financial Planning Administrator role:
If you are an experienced Financial Planning Administrator looking to advance your career within a leading financial planning practice and keen to find out more, we want to hear from you!
Apply by sending your cv to jenny @ tempestjones .com