Financial Planning Administrator

Overview of the role

Ensure all dealings with clients, providers, staff and any third parties are conducted in a professional and courteous manner
Preparing documentation for client meetings, packaging suitability letters, keeping the client files up to date, scanning and printing, keeping detailed file notes
Ensuring compliance with regulatory requirements and company policies
Maintaining accurate client data, policy information and critical records using the back-office system.
Processing new business both online and via paper applications
Responding to ad-hoc enquiries, processing letters of authorities, preparing valuations, updating platforms and providers
Communicating with clients and providers via phone, email, post and occasionally face to face, assisting with incoming and outgoing post
Generally providing administration support

Benefits of joining the business

• 3 days office/2 days home
• Up to 10% company discretionary bonus
• Annual share option issue
• Private pension
• Death in service of x4 salary
• PHI equal to 75% of salary after 6 months of absence
• We Care Employee Assistance Plan
• 25 days holiday increasing by one day annually to a max of 30
• Day off for your birthday
• Study leave for relevant exams and paid for qualifications
• Electric vehicle salary sacrifice scheme
• Cycle to work scheme
• Flexible start time from 8.00am to 9.00am - Monday to Friday

Pay

£35000 - £38000 per year

Schedule

Hybrid Working

Qualifications

This role will undoubtedly suit an individual who has existing financial planning background experiences, but looking to take the next step up in their career.

Skills

Existing financial planning background

Benefits

See above

Contact

Please apply to us here at Recruit Wealth for an immediate response.

Location

Bracknell, Berkshire