Financial Planning Administrator

Financial Planning Administrator – Leeds Tempest Jones is pleased to be recruiting for a thriving financial planning firm based in Leeds that focusses on the provision of advice for high net worth client. You’ll work closely with the Financial Planners and the support team in a collaborative environment that encourages personal growth and development, including study support toward industry exams.

What’s on offer for the Financial Planning Administrator:
Competitive salary depending on experience and qualifications Discretionary bonus Contributory pension Life Cover 4 x salary Study support toward the Diploma in Financial Planning and beyond Financial Planning Administrator

Key Responsibilities:

Provision of full back office administrative support to financial advisers who give advice on pensions, investments, tax and estate planning and protection. First port of call for client enquiries, answering the telephone and emails. Diary management and booking appointments with clients. Daily use of Intelligent Office (IO) and providers platforms. Obtaining illustrations and portfolio valuations. Onboarding new clients. Processing new business.

Income reconciliation, Issuing invoices to clients and third parties. Preparation of the review files prior to meetings. Working closely with the paraplanners to make sure all cases on IO are accurate and up to date. General administrative duties including post, filing, managing diaries, photocopying/scanning/printing. Ordering and maintaining stationery and office equipment. Other ad hoc tasks to support leadership team. Financial Planning Administrator Requirements:
Previous experience supporting financial planners with client administration. Professional and polite telephone manner, articulate when speaking with clients. Ideally experience using Intelligent Office and a range of provider platforms.

To apply , please send your cv to jenny @ tempestjones . com