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    IFA Admin - Warwick, Warwickshire, United Kingdom - Heat Recruitment Ltd

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    Description

    Duration:
    Full time, Permanent, Flexible, Hybrid,

    Benefits: 10% employer pension contribution, 25 days annual leave + bank holidays


    We are working with a well renowned national financial planning firm who are looking for a new Financial Planning Administrator to join their busy Birmingham office and assist in providing a highly personalised financial planning and investment management service.

    The role can offer a competitive salary, flexible and home working as well as opportunity to take exams and continue in your career development.

    Financial Planning Administrator Key Responsibilities


    • Processing new business: investments, pensions
    • Provide comprehensive administrative support to the financial advisors
    • Respond to client inquiries, address general service requests, and provide information on account balances, transactions, and administrative procedures.
    • Prepare and review necessary paperwork, including investment applications, client agreements, transfer forms, annual review packs
    • Facilitate client transactions, such as trade execution, account transfers, withdrawals, and contributions, ensuring accuracy and timely processing.
    What's on offer for the Financial Planning Administrator?


    • Hybrid and flexible work
    • 25 days holiday + bank holidays
    • 10% Employer contribution pension
    • Life Assurance
    • Apply today to be considered for this Financial Planning Administrator opportunity. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

    Synonyms:
    Client Services Administrator, Sales Support, Client Support Administrator, Business Support, Client Delivery, IFA Admin, Financial Services Administrator, Financial Administrator, Wealth Administrator, Financial Planning Administrator

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