Financial Planning Administrator

Recruit Wealth are delighted to be representing our well known Financial Planning and Wealth Management client in Suffolk.

Our client is a deep rooted name with offices covering all of East Anglia, they are regularly award winning and a premier advice name, who offer a fully independent, holistic advice model.

Excitingly, several technical administration opportunities are now available, all newly created within the business due to continued expansion and progression for existing employees.

Overview of responsibilities:

• To provide administrative support to the financial planners to ensure that they have timely and accurate information in readiness for client meetings
• Generate and compile documents to create accurate client review packs
• Provide accurate and timely information liaising with providers and third parties as necessary
• Keep financial planners and team members up to date with progress
• Conduct pre and post reviews
• Complete due diligence for all new business, following the new business checklist
• Generate platform calculators to outline the costs
• Generate template suitability letters from IO
• Ensure IO is up to date and opportunities are added and maintained regularly and correctly
• Process all client instructions using the respective advice flow, checklists and IO event lists and tasks

The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support.

Our client champions personal development, support for qualifications and progression to more technical paraplanning routes are all available if desired.

This role will undoubtedly suit an individual who has existing financial planning administration background, but looking to take the next step up in their career.

A comprehensive benefits package is also offered for all staff, as well as flex/hybrid working.

Please apply to us here at Recruit Wealth for an immediate response.