Financial Planning Administrator - Chorley, United Kingdom - Capio Recruitment
Description
Job Title:
Financial Planning Administrator
Location:
Chorley, Preston
Salary:
£24,000 - £30,000 + Bonus Scheme
Our client is seeking a highly skilled and motivated Financial Planning Administrator to join the existing team and provide support to the companies Independent Financial Advisers.
You will play a pivotal role in providing comprehensive administrative support to your IFA while contributing to the overall success and growth of our business.
The business has a fun, friendly and dynamic working environment, the company is big on rewarding high performers and is pushing to become the industry's best place to workKey Responsibilities:
- Provide highlevel administrative assistance to your dedicated IFA, including but not limited to managing calendars, arranging client meetings, preparing reports, and handling correspondence.
- Utilise your technical proficiency in financial planning tools, software, and systems to streamline processes, analyse data, and assist in the creation of financial plans and investment strategies.
- Collaborate closely with the IFA in servicing client accounts, ensuring timely responses to client inquiries, managing documentation, and assisting in delivering exceptional client experiences.
- Work collaboratively with the senior leadership team, contributing insights, participating in strategy sessions, and supporting initiatives aimed at enhancing operational efficiency and business growth.
- Maintain a strong understanding of regulatory requirements within the financial services industry, ensuring all administrative practices and client interactions adhere to compliance standards.
- Foster a positive and engaging working relationship with the IFA, embracing their affinity for goodhearted banter while maintaining professionalism and delivering outstanding support.
This position offers an exciting opportunity to work closely with a dynamic IFA, contributing to the success of our business and enhancing client experiences through comprehensive administrative support and technical expertise.
Synonyms:
Financial Planning Administrator, Financial Service Administrator, Wealth Management Administrator, Financial Planning Support, Client Services Associate
INDJOE#
Reference ID: 3811
Salary:
£28,000.00-£34,000.00 per year
Benefits:
- Company pension
- Flexitime
- Health & wellbeing programme
- Life insurance
- Private medical insurance
- Work from home
Schedule:
- Monday to Friday
Supplemental pay types:
- Performance bonus
Work Location:
Hybrid remote in Chorley
Reference ID: 3925
More jobs from Capio Recruitment
-
Receptionist - 38172
Billericay, United Kingdom - 1 week ago
-
Part-time Legal Assistant
Cardiff, United Kingdom - 2 weeks ago
-
Independent Financial Adviser
Stamford, United Kingdom - 2 weeks ago
-
Personal Injury Fee Earner
Manchester, United Kingdom - 2 weeks ago
-
Non-contentious Construction Senior Associate
London, United Kingdom - 3 weeks ago
-
Chartered Financial Planner
Surrey Quays, United Kingdom - 3 weeks ago