Financial Planning Administrator – Stockton On Tees
Tempest Jones is thrilled to be recruiting for a thriving financial planning firm based on the outskirts of Stockton. This is a supportive family-friendly business that takes pride in its personal approach to both clients and staff. Working as part of a small to medium sized team, the Financial Planning Administrator will play a key role in supporting the advisers and helping to deliver an exceptional client experience.
Unlike larger national firms, this business offers the chance to make a real impact, your contribution will be felt across the team and in the quality of service delivered to clients.
You’ll work closely with the Directors, Financial Planners and wider admin/technical team in a collaborative, supportive environment that encourages personal growth and ongoing professional development, including study support toward industry exams.
What’s on offer for the Financial Planning Administrator:
*Competitive salary
*Study support toward the Diploma in Financial Planning
*Free parking
*Supportive, family-friendly environment
Financial Planning Administrator Key Responsibilities:
*Provision of full back office administrative support to a team of financial advisers who give advice on retirement planning, accessing funds at retirement, savings & investments, protection, IHT and estate planning.
*Liaising with both new and existing clients both face to face, on the telephone and via email offering an exceptional standard of care, handling enquiries as needed and booking in appointments into adviser diaries.
*Obtaining illustrations for new business and portfolio valuation reports for existing arrangements.
*Accessing provider platforms to gather essential information, actioning fund switches under adviser instruction.
*Managing letters of authority.
*Processing business accurately and promptly in line with external and internal compliance guidelines.
*Preparing and maintaining documentation and client records on Intelligent Office.
*Providing day-to-day administrative support to advisers and the wider team as needed.
*Handling incoming calls and liaising professionally with clients and providers.
Financial Planning Administrator Requirements:
*Previous experience in a financial service-related role.
*Strong proven administration skills.
*Familiarity with pensions and investments would be advantageous.
*Experience using Intelligent Office would be highly beneficial.
*Strong organisational and communication skills, both verbal and written.
*Good working knowledge of Microsoft Office, Word and Excel.
*Confidence and professionalism when speaking to clients face to face and over the telephone.
*Right to work permanently in the UK.
Financial Planning Administrator – How to apply
If you’re looking for a role where you can genuinely make a difference within a close-knit team, we’d love to hear from you so please get in touch via jenny @ tempestjones . com