Financial Planning Adminisrator
Location: Newcastle (Hybrid working available after probation)
Salary: Up to £33,000 + Excellent Benefits
Are you an organized and detail-oriented professional looking to join a dynamic team in the wealth planning sector? Our client, an international Wealth & Investment Management organisation, is currently seeking a Financial Planning Administrator to provide first-class administrative and client support.
About the Role
As a Financial Planning Administrator, you will support Wealth Planners in delivering outstanding outcomes for clients. You will manage administrative tasks, coordinate workflows, and act as a point of contact for clients. Your responsibilities will include preparing client documentation, arranging meetings, and maintaining accurate client records.
You will be joining a small, experienced team in Newcastle who work closely together with their expanding client base across the North-East.
Key Responsibilities
- Provide administrative support, ensuring accuracy and adherence to compliance standards.
- Prepare and submit client onboarding paperwork in line with AML procedures.
- Coordinate central services, such as paraplanning and valuations, to support Wealth Planners.
- Handle client queries and correspondence, escalating where necessary.
- Maintain accurate records in XPlan and other systems.
About You
- Strong customer service and communication skills.
- Attention to detail with excellent organizational abilities.
- Proficient in Microsoft Office, particularly Word and Excel.
- Knowledge of financial planning products (experience with XPlan is a plus).
- A proactive and flexible approach to supporting different stakeholders.
What We Offer
- Competitive Salary: Up to £33,000 per annum.
- Pension Scheme: Up to 7.5% employer matching contributions.
- Private Medical Insurance: Coverage for you and your family, with additional perks through Vitality.
- Income Protection: 2/3rds of your salary if you're unable to work due to illness or injury.
- Life Assurance: 4x your annual salary.
- Generous Holiday Allowance: 25 days per year, increasing with tenure.
- Extra Perks: Electric car scheme, Cycle to Work, discounted investment services, maternity/paternity leave, and more.
Working Environment
Join a supportive team with opportunities for professional development. After your probationary period, enjoy the flexibility of hybrid working, allowing you to balance work and life seamlessly.
Sector:
- Financial Services
- Financial Planning
