Financial Advisor Administrator

Your new company
My client, a leading Financial Planning organisation based in Liverpool, is seeking a professional Financial Planning Administrator to join their team on a permanent basis.
With over 70 years of experience in providing bespoke services, they have an exceptional reputation across the city.

Your new role
The position is being offered full-time Monday to Friday with standard office hours in place. A hybrid option is also in place, working from home one day per week.
The company will support individuals wanting to gain their diploma status.
This position is essentially a Financial Advisor Support Administrator.
Some of your duties will include but not limited to
Responding promptly to client enquiries regarding their existing arrangements and any changes in circumstances
Liaising with product providers, human resources, other third parties and also the client to obtain detailed information about their personal finances.
Producing detailed review reports and portfolio valuations for client review meetings.
Carrying out in-depth analysis of many different types of financial contracts.
Keeping the back office system up to date with client info and provider contacts.
Putting business on the system accurately with commission/fee expectations and preparing paperwork for scanning.
Completing application forms, fact finding, producing accurate illustrations, understanding remuneration requirements

What you'll need to succeed

Experience of working within financial planning or similar
Strong organisational capability
Exceptional eye for detail
Strong communication skills, both written and verbal
A professional and personable approach
Passionate about going that extra mile

What you'll get in return
Competitive salary at between £25,000 and £30,000 per annum
The company will support individuals wanting to gain their diploma status.
25 days holiday plus bank holidays Death in service: 4 x Salary Company Pension

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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