Job: Financial Planning Administrator
Location: Ashbourne
Salary: Negotiable


Role Description
Due to continued growth, a reputable financial planning firm is seeking an experienced Wealth management Administrator to join its team. This role will appeal to a proactive individual who enjoys managing client queries relating to pensions, investments, and protection, as well as working closely with product providers.
The successful candidate will play a key role in delivering a consistently high standard of service to both clients and internal teams.


Responsibilities
*Processing new business applications
*Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs
*Arranging client meetings and managing Advisers’ diaries
*Completing portfolio illustration requests
*Providing comprehensive back-office support
*Ensuring all financial planning administration is completed in line with company procedures
*Corresponding with clients in both written and verbal formats
*Maintaining accurate, compliant, and well-presented client records on company systems


Key Requirements
*Previous experience working within a Financial Planning firm (essential)
*CII Level 3 qualification in Financial Administration preferred (training support available)
*Working knowledge of Intelligent Office (IO) and platform experience would be advantageous
*Strong ability to manage and prioritise workloads effectively
*Excellent communication, planning, and organisational skills
*Strong analytical and problem-solving abilities


Benefits
*Professional industry exams and study supported
*25 days’ holiday and ability to purchase more holiday (excluding bank holidays)
*Annual salary reviews
*Life assurance and pension