Financial Planning Administrator
Wakefield | Hybrid Working | £30,000 - £34,000 + Excellent Benefits
An excellent opportunity has arisen for an experienced Financial Planning Administrator to join a well-established and growing Financial Planning firm based in Wakefield.
This role would suit someone with at least three years' experience supporting Financial Planners within an IFA or Financial Planning practice who is looking to join a supportive business that genuinely values its administration team.
Alongside a competitive benefits package, the company offers a 35-hour working week (7-hour days), hybrid working and a collaborative environment where experienced administrators are recognised as an integral part of delivering an outstanding client experience.
For those who wish to continue developing their careers, full study support is available and the business has a strong track record of helping employees progress into Paraplanning and Financial Adviser roles. Equally, if you're an experienced Financial Planning Administrator who enjoys what you do and is looking for a long-term home, you'll be just as valued.
The Role
Working closely with a team of Financial Planners and Paraplanners, you'll provide high-quality administrative support throughout the client journey.
Your responsibilities will include:
- Preparing new business and review documentation
- Processing pensions, investments and protection business
- Liaising with clients, providers and third parties
- Obtaining valuations and provider information
- Managing ongoing servicing and review work
- Maintaining accurate client records and back-office systems
- Supporting advisers with day-to-day administration
- Ensuring work is completed accurately, efficiently and in line with company procedures
About You
To be considered, you'll ideally have:
- At least three years' experience as an IFA Administrator or Financial Planning Administrator
- Experience supporting Financial Planners within an IFA or Financial Planning practice
- Good knowledge of pensions, investments and financial planning products
- Excellent organisational skills and attention to detail
- Strong communication skills and a proactive approach
- A genuine interest in delivering an excellent service to both clients and colleagues
Salary & Benefits
- £30,000 - £34,000
- 35-hour working week (7-hour days)
- Hybrid working (five office days over a two-week period)
- Discretionary bonus
- Full study support, including exam fees, study leave and exam day leave
- 21 days' annual leave plus bank holidays
- Christmas office closure
- 4x Death in Service
- Healthcare cash plan
- Pension (5% employee / 3% employer)
Long-Term Career Opportunities
The business believes in supporting people to build the career that's right for them.
If your ambition is to progress into Paraplanning or Financial Advice, you'll have access to full study support and genuine opportunities to develop internally.
Equally, if your passion lies in Financial Planning Administration, you'll be joining a firm that recognises the importance of experienced administrators and the vital role they play in delivering an outstanding client experience. Long-term careers within administration are valued just as highly as progression into other areas of the business.
If you're looking for a supportive, professional environment where your experience will be appreciated and you'll have the opportunity to build a long-term career, we'd be delighted to hear from you.
Please apply today or contact us for a confidential discussion.
Sector:
- Financial Services
- Financial Planning
