Financial Planning Administrator
<p><strong>Financial Planning Administrator – York</strong></p> <p>Tempest Jones is pleased to be recruiting for a friendly supportive financial planning firm based in York that focusses on the provision of advice on pensions, retirement, investments, tax planning and protection.</p> <p>This is not to work for a consolidator and unlike larger national firms, this business offers the chance to make a real impact, your contribution will be felt across the team and in the quality of service delivered to clients.</p> <p>You’ll work closely with the Financial Planners and the support team in a collaborative environment.</p> <p><strong>What’s on offer for the Financial Planning Administrator:</strong></p> <ul> <li>Competitive salary depending on experience and qualifications</li><li>Discretionary bonus schemes x 2</li><li>Contributory pension</li><li>Life Cover 3 x salary</li><li>Study support toward the Diploma in Financial Planning</li><li>Subsidised gym membership</li></ul> <p><strong>Financial Planning Administrator Key Responsibilities:</strong></p> <ul> <li>Provision of full back office administrative support to financial advisers who give advice on pensions, investments, tax and estate planning and protection.</li><li>First port of call for client enquiries, answering the telephone and emails.</li><li>Diary management and booking appointments with clients.</li><li>Daily use of Intelligent Office (IO) and providers platforms.</li><li>Obtaining illustrations and portfolio valuations.</li><li>Onboarding new clients.</li><li>Processing new business.</li><li>Income reconciliation, Issuing invoices to clients and third parties.</li><li>Preparation of the review files prior to meetings.</li><li>General administrative duties including post, filing, managing diaries, photocopying/scanning/printing.</li><li>Ordering and maintaining stationery and office equipment.</li><li>Other ad hoc tasks to support leadership team.</li></ul> <p><strong>Financial Planning Administrator Requirements:</strong></p> <ul> <li>Previous experience supporting financial planners with client administration.</li><li>Professional and polite telephone manner, articulate when speaking with clients.</li><li>Ideally experience using Intelligent Office and a range of provider platforms.</li></ul> <p>To apply, please send your cv to jenny @ tempestjones . com</p>