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Financial Planning Administrator

  • Cheshire, Greater Manchester, Stockport
  • Permanent
  • up to £30,000 plus company benefits

Job details.

Financial Planning Administrator - Stockport area, Flexible hybrid working

up to £30K plus company benefits 

Our client is a well established firm of Independent Financial Advisors in the Stockport area with a stellar reputation among both clients and peers. They are currently actively seeking an experienced Financial Planning Administrator Administrator to contribute to their continued growth.

You will work closely in a team with a Paraplanner and a Financial Planner to provide a high level service to a book of HNW private clients. The role will require excellent communication skills and good knowledge of financial products and services. 

The main areas of responsibility are to:

  • Answer basic queries from clients and providers via incoming telephone calls and email.
  • Maintain diaries and appointments
  • Letters of Authority
  • Obtaining quotes, online or via telephone, then putting full package together for adviser 
  • Processing new business
  • Valuing client portfolios – obtaining data from providers.
  • On offer: 

  • Competitive salary, negotiable depending on experience and qualifications, from around £25,000 to £30,000 per annum

  • Comprehensive company benefits package including Pension & Life cover

  • Flexible working including flexible hours and hybrid working from home (50:50)

  • Support towards professional development, studies etc

  • Sector:

    1. Financial Services
    2. Financial Planning

    David Everingham

    Director - Financial Services

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