Financial Planning Administrator – up to £30,000 plus Bonus and benefits
Sunderland – Hybrid Working
An excellent opportunity has arisen for a Financial Planning Administrator to join a well-established Wealth Management firm in Sunderland. This role is ideal for a proactive and detail-oriented professional looking to develop a career in financial services administration. The firm is known for delivering high-quality client service and tailored financial planning solutions.
The Role
As a Financial Planning Administrator, you will play a key role in supporting Advisers and Client Relationship Managers to ensure exceptional client service and smooth administrative processes. This is a varied role that involves handling client documentation, maintaining records, and being the first point of contact for client queries.
Key Responsibilities
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Prepare and process client documentation, including KYC and AML information
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Maintain accurate and compliant client records
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Handle client queries via phone, email, and in person, ensuring timely resolutions
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Schedule client meetings and manage adviser diaries
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Maintain CRM systems and track ongoing tasks, escalating urgent matters when necessary
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Support advisers in preparing client review packs and financial documents
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Assist with new business processing, policy amendments, and fund switches
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Liaise with product and platform providers to obtain policy information
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Provide general office support, including greeting clients, managing supplies, and coordinating internal meetings
What We’re Looking For
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Previous office experience preferred, ideally in financial services or administration
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Experience with data entry, CRM systems, and client interaction beneficial but not essential
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Strong attention to detail and ability to manage multiple tasks efficiently
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Excellent communication and organisational skills
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A positive attitude and willingness to learn within a supportive team environment
Package and Benefits
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Salary – £25,000 to £30,000
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Hybrid Working – Flexibility to work from home up to three days per week
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25 days holiday + wellbeing day
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Company pension scheme
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Death in service cover
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Study support for further development
This is an excellent opportunity to join a progressive and supportive firm, offering career growth and professional development in a dynamic working environment.
Apply today to find out more.
Sector:
- Financial Services
- Financial Planning
