Financial Planning Administrator - Leicester, United Kingdom - Recruit Wealth

Recruit Wealth

Verified Company

Leicester, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Recruit Wealth are representing a highly successful, independent Financial Planning business who are currently recruiting for an experienced Administrator to join their Leiecister team.

They deal with individuals/private clients relating to their pensions, investments and working towards ensuring financial security with their expert advice and guidance.

Please note:
Progression is available to Trainee Paraplanner, Paraplanner.

However, this is not a prerequisite to be considered as the business is very happy for you to stay within an administration capacity if this is your preference.

Overview of the role is detailed below:

Ensuring appropriate documentation is scanned and attached to the relevant client records
Maintaining all administration systems, ensuring all client data is accurate and up to date
Build relationships with clients and interact with them directly
Arrange client meetings for the Advisers when required
Prepare client files for adviser meetings for both new and existing clients
Processing and monitoring of all new business (both for new and existing clients)
Manage and track pipeline activity providing regular progress updates to both client and adviser
Monitor and progress cases through to issue, liaising with client and any third party
Issue policy documents
Provide support to other staff where needed
Liaising with paraplanning and operations teams to assist with any queries

This role will undoubtedly suit an individual who has Financial Services background but looking to take the next step up in their career and interested in forging a long term career in Financial Planning.

WFH/Hybrid working is offered with this opportunity.