Financial Planning Administrator
Location: Knutsford
Salary: Up to £32,000 + Company Benefits + Annual Bonus
Are you an experienced Financial Planning Administrator looking to take the next step in your career? Join one of the UK’s largest and most prestigious Wealth & Investment Management organisations in their busy Knutsford offices.
About the Role:
As a Financial Planning Administrator, you will be an integral part of the Wealth Management team, providing high-quality administrative support to Financial Advisors and clients. You’ll play a key role in ensuring the smooth processing of financial planning cases, from client onboarding to ongoing portfolio management.
Key Responsibilities:
*Supporting Financial Advisors with preparation of client reports and documentation
*Liaising with clients, financial institutions, and internal teams to ensure accurate and timely processing of new business applications
*Obtaining client policy information
*Letters of Authority
*Use of various provider Platforms
*Managing client correspondence and maintaining up-to-date client records
*Preparing reports and financial summaries to assist with meetings and reviews
*Ensuring compliance with regulatory standards and company procedures
What They’re Looking For:
*Previous experience in a financial planning or wealth management environment
*Excellent organisational skills and attention to detail
*Proficiency with financial planning software and MS Office suite
*Strong communication and interpersonal skills to liaise effectively with clients and colleagues
*Ability to manage multiple tasks and deadlines in a fast-paced environment
On Offer:
*Competitive salary up to £32,000, depending on experience
*Attractive company benefits including a pension scheme, private healthcare, and more
*Annual performance-related bonus
*A supportive and collaborative work culture with opportunities for career development
*Study support towards CII Diploma Regulated Financial Planning
*Full time or Part time (4 days per week) considered
*Flexible hybrid working available after probationary period
Why Join them?
As part of one of the UK’s most respected Wealth & Investment Management firms, you’ll be joining a team that values excellence and client service. This company invest in their people and offer opportunities for professional development in a dynamic and thriving environment.