Financial Planning Administrator
other jobs mbf.
Added before 8 Days
- England,North West,Lancashire
- full-time
- £23,000 - £27,000 per annum, negotiable
Job Description:
Financial Planning Administrator
Location: Lytham
Salary: £23,500 - £27,000
Hours: Monday to Friday, 9:00 am - 5:00 pm
An excellent opportunity has arisen for an experienced Financial Services Administrator to join a well-established and highly regarded firm of Independent Financial Advisors based in Lytham. Renowned for their professional yet personable approach, the firm has cultivated a loyal and collaborative team, offering a supportive working environment with clear opportunities for career progression.
Key Responsibilities: *Processing new business applications efficiently and accurately
*Preparing client valuations and illustrations
*Liaising with product providers and third parties to ensure seamless administration
*Compiling pre-meeting documentation for financial advisers
*Assisting the paraplanning team with administrative tasks
*Providing comprehensive administrative support across the business
*Acting as a key point of contact for paraplanners, addressing technical administrative queries
*Managing general administrative duties and maintaining client communication
Candidate Requirements: *A minimum of two years’ experience in an administrative role within an IFA environment
*Strong knowledge of financial products and administrative processes
*Excellent organisational and prioritisation skills, with the ability to meet deadlines effectively
*Strong communication skills and the ability to manage expectations of both colleagues and clients
*Proficiency in using online provider platforms
*Ideally, some progress towards Financial Planning Certificate/RO examinations (desirable but not essential)
On offer: *Basic salary of up to £27,000
* Excellent working environment
* Career development opportunities & study support
*Hybrid flexible working
* Auto Enrolment Pension
* Death in Service
This role presents an outstanding opportunity for a motivated and detail-oriented professional to contribute to a well-respected firm while advancing their career in financial services administration.
Location: Lytham
Salary: £23,500 - £27,000
Hours: Monday to Friday, 9:00 am - 5:00 pm
An excellent opportunity has arisen for an experienced Financial Services Administrator to join a well-established and highly regarded firm of Independent Financial Advisors based in Lytham. Renowned for their professional yet personable approach, the firm has cultivated a loyal and collaborative team, offering a supportive working environment with clear opportunities for career progression.
Key Responsibilities: *Processing new business applications efficiently and accurately
*Preparing client valuations and illustrations
*Liaising with product providers and third parties to ensure seamless administration
*Compiling pre-meeting documentation for financial advisers
*Assisting the paraplanning team with administrative tasks
*Providing comprehensive administrative support across the business
*Acting as a key point of contact for paraplanners, addressing technical administrative queries
*Managing general administrative duties and maintaining client communication
Candidate Requirements: *A minimum of two years’ experience in an administrative role within an IFA environment
*Strong knowledge of financial products and administrative processes
*Excellent organisational and prioritisation skills, with the ability to meet deadlines effectively
*Strong communication skills and the ability to manage expectations of both colleagues and clients
*Proficiency in using online provider platforms
*Ideally, some progress towards Financial Planning Certificate/RO examinations (desirable but not essential)
On offer: *Basic salary of up to £27,000
* Excellent working environment
* Career development opportunities & study support
*Hybrid flexible working
* Auto Enrolment Pension
* Death in Service
This role presents an outstanding opportunity for a motivated and detail-oriented professional to contribute to a well-respected firm while advancing their career in financial services administration.
Job number 1980578
metapel
Company Details:
mbf.
mbf. was originally established as an agency which wanted to differentiate itself from the norm. In 2012 our business was set up with the primary focu...