Full job descriptionmbf are currently working with a highly regarded, long-established Independent Financial Advisory firm based in the Romford area to recruit an experienced Financial Planning Administrator.
This is an excellent opportunity to join a successful, stable and well-established business that offers a genuinely friendly, relaxed and supportive working environment.
The firm provides independent financial planning and wealth management advice to a loyal client base and has developed an excellent reputation for delivering a highly personalised service.
You’ll be joining a close-knit team where employees are genuinely valued and where you’ll have the opportunity to become an important part of the business.
The Role
Working closely with experienced Financial Advisers, you’ll provide comprehensive administrative support across the financial planning process, including new business administration, ongoing client servicing and investment administration.
Key responsibilities will include:
*Preparing documentation for client meetings and new business submissions.
*Processing new business across pensions, investments and protection products.
*Producing client portfolio reviews, valuations and new business illustrations.
*Placing trades and processing transactions through investment platforms.
*Liaising with product providers and third parties to obtain information and progress applications.
*Maintaining accurate client records and documentation using XPLAN.
*Supporting Financial Advisers with ongoing client servicing requirements.
*Ensuring all administration is completed accurately and within agreed timescales.
*Providing general administrative support to the wider Financial Planning team.
About You
We’re looking for an experienced Financial Planning Administrator who enjoys working within a smaller, friendly and collaborative environment.
Ideally, you’ll have:
*A minimum of two years’ experience working within an Independent Financial Adviser or Wealth Management firm.
*A good understanding of pensions, investments and life assurance products.
*Experience processing new business and dealing with investment platforms and product providers.
*Strong organisational skills and excellent attention to detail.
*Good written and verbal communication skills.
*A proactive, positive and professional approach.
*The ability to manage your own workload and work effectively as part of a team.
*Experience using XPLAN would be advantageous.
*Certificate in Financial Planning or equivalent qualification would be beneficial.
Salary & Benefits
The successful candidate will receive:
*Competitive salary of £30,000–£36,000, depending on experience.
*Performance-related bonus.
*Company pension scheme.
*Free on-site parking.
*Permanent, stable employment within an established independent practice.
*A genuinely friendly, supportive and relaxed working environment.
*The opportunity to work closely with experienced Financial Advisers and develop your knowledge.
Working Arrangements
This is a full-time, office-based position, Monday to Friday, at the firm’s offices in Gidea Park, Romford.
The location would be particularly convenient for candidates based in Romford, Hornchurch, Upminster, Brentwood, Dagenham and surrounding areas.
Why Apply?
Having worked closely with this business for several years, we can genuinely recommend them as an excellent employer.
They offer the stability of an established independent financial planning practice combined with the friendly, down-to-earth atmosphere of a smaller business.
For an experienced Financial Planning Administrator seeking a permanent position, a competitive salary and a supportive working environment, this represents a very attractive opportunity.
To apply or find out more, please contact mbf Recruitment for a confidential discussion.