Financial Planning Administrator

• Hybrid - 2/3 days from home
• Structured progression route
• Study towards Regulated Diploma Level 4 in Financial Planning

The Burford Recruitment Company are working with an Independent Specialist Financial Planning firm located in the heart of Cheltenham.

We are looking for an experienced, efficient, and conscientious administrator to provide support to the independent financial advisers to ensure that clients are given a high level of continuing service.

The ideal candidate will have previous experience working in a client services, administration role within an independent financial planning company, and be able to manage the fast-paced and sometimes pressurised nature of the role.

Responsibilities and duties:

• Processing applications via different provider platforms
• Maintaining and updating database with relevant policy information
• Corresponding with providers across the market (in relation to investment, pension, protection, and mortgage products)
• Issuing documents to clients
• Producing and updating client reports
• Drafting suitability reports for advisers
• Ensuring all records are kept up to date and compliant.
• Handling incoming queries and outgoing calls to other providers and clients
• Working closely with advisers on a 1:1 basis

Skills and Experience

• Financial planning administration experience within an independent firm is essential
• Live within a commutable distance of Cheltenham town centre
• Knowledge of Intelligent Office system
• Have experience working with providers such as Aviva, Transact, Quilter, Wealthtime
• Keen eye and attention to detail
• Team player

Additional Information

• 37.5 hour working week
• Hybrid working - be able to get into Cheltenham 2/3 days per week