Financial Planning Administrator

Up to £30,000 Nottingham / Hybrid

Our client is a well-established Wealth Management Practice providing a bespoke and highly professional service to Private Clients, Business Owners, Trustees and Sports Professionals.

They are now looking for an experienced and proactive Financial Planning Administrator to join their team and provide high-quality administrative and client support across the practice.

This is an excellent opportunity for an experienced Financial Services Administrator looking to develop their career within Wealth Management, with the opportunity to gain exposure to high-net-worth clients and further develop their technical knowledge. Support and development will be available for those who aspire to work towards relevant industry qualifications.

The Role

The Financial Planning Administrator will play a key role in supporting the Financial Planning team and ensuring the smooth and efficient delivery of an excellent service to clients.

The successful candidate will be responsible for arranging client meetings, preparing meeting packs, processing new and existing business, maintaining accurate client records and acting as a key point of contact for clients throughout the advice process.

Key Responsibilities

" Maintain an effective diary management system, ensuring clients are offered review meetings at the appropriate time.

" Contact clients to arrange review meetings and ensure confirmation letters/emails and meeting agendas are issued in advance.

" Arrange Drawdown Reviews, ensuring relevant information is received prior to meetings.

" Prepare comprehensive meeting packs for Financial Advisers, including review meetings and presentation meetings for new business.

" Pre-populate relevant forms and prepare documentation for client completion.

" Prepare post-meeting letters summarising key points arising from client review meetings.

" Ensure client meeting notes are accurately recorded on the CRM system and relevant records are kept up to date.

" Process fund switches, rebalances and withdrawals, ensuring all relevant documentation is completed accurately.

" Meet and greet clients when meetings are held on-site.

" Build strong and lasting relationships with clients, acting as a key point of contact and dealing with relevant queries and requests.

" Complete FE Analytics performance charts for presentation meeting packs and on an ad-hoc basis.

" Complete protection comparison reports and quotations and process applications when required.

" Complete relevant analytics and obtain required client information prior to passing cases to the Adviser, ensuring clients are kept regularly updated.

" Assist with Trust administration and the preparation of relevant documentation.

" Assist with relevant stages of the bereavement/death process where required.

" Support new projects and initiatives within the practice.

" Input data into relevant cashflow modelling systems to support case construction.

" Conduct onboarding calls with new clients to explain the services offered by the practice.

" Complete any other Financial Planning administration and client-related duties as required.

Experience & Skills

" Proven experience within a Financial Services, Wealth Management or Financial Planning Administration role.

" Excellent organisational skills and the ability to manage multiple priorities and tight deadlines.

" Strong attention to detail, with a focus on accuracy and minimising errors.

" Excellent interpersonal and team-working skills.

" A proactive approach with the ability to self-develop and independently research solutions.

" The ability to adapt quickly and respond positively as business requirements change.

" Strong IT skills, including Microsoft Word, Excel and PowerPoint.

" Professional telephone manner with excellent written and verbal communication skills.

" A confident, professional and client-focused approach.

" The ability to work independently and use initiative while supporting the wider team.

What's in it for you

" Salary up to £30,000

" 25 days' holiday plus bank holidays

" Birthday off when it falls on a working day

" Company pension - Auto-Enrolment scheme with Royal London, paid via salary sacrifice, with a 5% employee contribution and 3% employer contribution

" Death in Service - 4 x basic annual salary

" Private Medical Insurance - eligibility to join after 12 months' service, provided as a P11D benefit

" Hybrid working

" Opportunity to develop your career within a successful Wealth Management environment

" Support towards relevant professional qualifications#

Our client is looking for a confident, organised and proactive individual who is passionate about delivering an exceptional level of service to clients and is keen to develop their career within Financial Planning.

If this sounds like the role for you, please apply online or contact one of our specialist consultants for further information, quoting reference NJR-17042