Vacancy Detail

Financial Planning Administrator

Recruit Wealth are delighted to be representing a highly successful and independent Financial Planning business who are currently looking to recruit an experienced Administrator to their team.

Our client is a modern, highly ethical business who deal with high net worth clients relating to their personal pensions, investments and working towards ensuring their financial security.

This is a hands on technical administration role working alongside high producing Financial Advisers and in an existing team of established Paraplanners.

Full training on bespoke office systems and platforms will be given and as such you will undertake the following duties:

  • Dealing with client queries via email and telephone
  • Processing of new business and documentation to providers
  • Inputting data on internal systems ensuring the information is accurate and up to date
  • General administration ensuring work flows effectively
  • Preparing for adviser & client appointments
  • Pro-actively speaking to product providers & platform providers
  • Sending out client pack information
  • Assisting with reporting, including valuations
  • Advanced use of Intelligent office software and other specialist packages

This role will undoubtedly suit an already experienced Financial Planning Administrator who is happy to continue working in this capacity for the foreseeable future. An added benefit is that progression within the business can be available but it is not a prerequisite to be considered for this role.

The business offers a rewarding career for all their staff with excellent management support and regular appraisals alongside annual salary reviews.

Please note: The business has invested heavily in their offices and so the expectation will be to work from the office in the long term but home working whilst restrictions are in place for safety reasons.

A very generous salary alongside excellent company benefits are all available within this exciting opportunity.

Interviews are looking to be held as soon as possible and we will detail how the interview process is looking to be conducted on application.

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


Location: Kendal, Cumbria | Salary: 19000 - 25000 per | Job type: Permanent | Posted: 20/01/2021