Financial Planning Administrator - Manchester, United Kingdom - CAPIO RECRUITMENT LIMITED

CAPIO RECRUITMENT LIMITED

Verified Company

Manchester, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

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Description

Job Title:
Financial Planning Assistant

Location:
Manchester

Salary:
£24,000 - £27,000 + Bonus & Benefits

The Company:

We are working closely with a fast growing national financial planning business to fill a new vacancy within the administrative Adviser support function.

Our clients ethos is simple; a boutique and personalised client approach, backed up by the strength,legacy and experience of an international partner.

As a business our client believe a healthy happy work force will result in happier clients and have worked incredibly hard to build an enjoyable and positive working culture where everyone shares and enjoys each other success.

This involves hybrid working,excellent benefits and shared team incentives.

The Role:

Supporting and working closely with team members.
Arranging team meetings, client meetings and appointments.
Administering new client pensions, investment, and risk contracts.
Effectively liaise with product providers and partners.
Managing and finalising client documentation ensuring completeness.
Managing and coordinating annual client reviews.
Processing investments, fund switches and sales documentation within SLA.
Checking and completing investment transactions to ensure in line with original instructions.
Dealing with client queries.
Ensuring the backoffice system is up to date
Keep up to date with FCA regulations and internal policies and procedures.

The Required Skills:

Prior experience of working within a Financial Planning Firm
Strong Pensions and Investments product knowledge is desirable
Proactive cando attitude
Team Player
Experience with intelligent office would be advantageous
Financial Services Qualifications such as progress towards Certificate in Financial Services or the level 4 diploma in financial planning would be highly desirable, as well as a good knowledge about the workings of the FCA.

To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio Recruitment.

Synonyms:
Client Services executive, IFA Administrator, Financial Planning Assistant, Financial Planning Administrator, Financial services Administrator, Wealth Administrator, Wealth Management Administrator