Eventus Recruitment Cheshire are seeking a Financial Planning Administrator to join a and fast-paced team near Knutsford, Cheshire. Working in the Client Support team, reporting to the Client Support Manager, you will be liaising closely with the team of IFAs and Wealth Managers. Hours of work are 9am – 5pm, Monday to Friday and you will provide administrative support to ensure that clients and colleagues receive a professional service. You will be expected to be able to use of several back-office systems to deliver your workflow responsibilities. This is a full-time permanent job opportunity with a supportive and well-established firm that continues to grow. You will benefit from 25 days holidays (+ bank holidays), study support, and good pension plan.

Role Responsibilities

The incoming Financial Planning Administrator will have previous experience in Financial Services, ideally within a Financial Planning Administration role. Responsibilities include:

• Being a point of contact for both clients and third parties
• Responding to general enquiries by telephone and email
• Booking client meetings and diary management 
• Preparing documentation for Partner and Advisor meetings
• Completing follow up client correspondence after meetings and all associated tasks 
• Update and input client information onto internal CRM systems
• Gathering and chasing information from third party providers and passing to the relevant team
• Ensure all information required for writing client reports is available to the paraplanners and packaged accordingly
• Liaise with Head Office and admin centres as required
• Attend forums and workshops as appropriate for personal development

Person Specification

The successful Financial Planning Administrator will have a proven record in a previous financial services administration role. You should be happy working full time from an office and have excellent written English skills. Also, you will have:

• A positive ‘can do’ attitude 
• Able to work as part of a team, as well as independently in a busy fast paced office environment 
• Confident communication skills with team members, advisors, and clients both face to face and on the phone 
• An excellent level of knowledge and understanding using all Microsoft programmes - this role will require the successful candidate to work simultaneously on several IT platforms including the CRM
• Excellent organisational skills, with the ability to manage and prioritise workloads is essential 
• A flexible approach to day-to-day activities, adapting to the need of the business 
• A high level of attention to detail

Benefits and Rewards

The incoming Financial Planning Administrator will benefit from working within a collaborative and supportive team. In addition, you will be awarded with the following employee benefits:

• Contributory pension scheme
• Private medical insurance (after 5 years continuous service)
• 25 days holidays (+ bank holidays)
• Quarterly team events
• Support with professional development if desired such as further qualifications

About the Company

A well-established Financial Planning Firm in Knutsford, Cheshire, specialising in retirement planning work, investments, tax, IHT and corporate advice. They show a keen interest in their employees’ careers and will offer development opportunities if progressing is your goal.

Next Steps

Apply now if your skills and experience align with this Financial Planning Administrator job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at Eventus Recruitment Cheshire at duncan.mcilroy@eventusfinance.com or call 07950 472 004 for a confidential discussion.

If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career.

The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, HR, Finance and Accountancy sectors across the UK. Please note that the years’ experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.