Financial Planning Administrator

Recruit Wealth are representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for a highly experienced Financial Planning Administrator to join their Bracknell team and office.

Our client is a modern, highly ethical and rewarding employer to work for. They deal with individuals/private clients relating to their pensions, investments and working towards ensuring financial security with their expert advice and guidance.

This is a hands on role, working alongside experienced team members of Paraplanners and a high producing Financial Planner.

Overview of the role is detailed below:

• Ensure all dealings with clients, providers, staff and any third parties are conducted in a professional and courteous manner
• Preparing documentation for client meetings, packaging suitability letters, keeping the client files up to date, scanning and printing, keeping detailed file notes
• Ensuring compliance with regulatory requirements and company policies
• Maintaining accurate client data, policy information and critical records using the back-office system.
• Processing new business both online and via paper applications
• Responding to ad-hoc enquiries, processing letters of authorities, preparing valuations, updating platforms and providers
• Communicating with clients and providers via phone, email, post and occasionally face to face, assisting with incoming and outgoing post
• Generally providing administration support to all advisers and senior managers

Benefits of joining the business:

• Flex/Hybrid working
• Up to 10% discretionary bonus
• Annual share option
• Pension - 5% employee and employer 3%
• Death in service of 4x salary
• PHI equal to 75% of salary after 6 months of absence
• Employee Assistance Plan
• 25 days holiday increasing by one day annually to a max of 30, plus a day off for your birthday
• Paid for industry exams/CPD and study leave
• Electric vehicle salary sacrifice scheme
• Cycle to work scheme

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

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

Recruit Wealth has supported this business for many years, we hold them in very high regard with their staff retention, culture, excellent salaries, benefits and industry reputation.

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