Financial Planning Administrator – York

Tempest Jones is pleased to be recruiting for a friendly supportive financial planning firm based in York that focusses on the provision of advice on pensions, retirement, investments, tax planning and protection.

This is not to work for a consolidator and unlike larger national firms, this business offers the chance to make a real impact, your contribution will be felt across the team and in the quality of service delivered to clients.

You’ll work closely with the Financial Planners and the support team in a collaborative environment.

What’s on offer for the Financial Planning Administrator:

• Competitive salary depending on experience and qualifications
• Discretionary bonus schemes x 2
• Contributory pension
• Life Cover 3 x salary
• Study support toward the Diploma in Financial Planning
• Subsidised gym membership

Financial Planning Administrator Key Responsibilities:

• Provision of full back office administrative support to financial advisers who give advice on pensions, investments, tax and estate planning and protection.
• First port of call for client enquiries, answering the telephone and emails.
• Diary management and booking appointments with clients.
• Daily use of Intelligent Office (IO) and providers platforms.
• Obtaining illustrations and portfolio valuations.
• Onboarding new clients.
• Processing new business.
• Income reconciliation, Issuing invoices to clients and third parties.
• Preparation of the review files prior to meetings.
• General administrative duties including post, filing, managing diaries, photocopying/scanning/printing.
• Ordering and maintaining stationery and office equipment.
• Other ad hoc tasks to support leadership team.

Financial Planning Administrator Requirements:

• Previous experience supporting financial planners with client administration.
• Professional and polite telephone manner, articulate when speaking with clients.
• Ideally experience using Intelligent Office and a range of provider platforms.

To apply, please send your cv to jenny @ tempestjones . com