Financial Planning Administrator

Financial Planning Administrator

• Company website link: https://www.wealthmattersuk.com

• Company name: CV Elite Ltd (recruiting for Wealth Matters)

• Industry: Financial Planning / Professional Services

• Location: Luton, United Kingdom

• City: Luton

• Postal Code: LU1

• Region: East of England

• Gender: Any / Equal Opportunity Employer

• Company Office local Address: Luton, UK

• Contact info: Not provided

• Email address: Not provided

• Country: United Kingdom

• Job Type: Contractor / Hybrid

• Currency: GBP (£)

• Job Average Salary rate: £30,000–£37,000 per year. Estimated range based on market data. Actual salary may vary. This salary range is an estimation made by We are hired UK.

About Wealth Matters

Wealth Matters is an award-winning UK financial planning firm offering bespoke advice in investments, pensions, and estate planning since 1999.

Job Summary

The Financial Planning Administrator supports advisers, manages client relationships, prepares meetings, processes applications, and ensures smooth financial planning operations.

Job Description

The Role:
I am recruiting a Financial Planning Assistant (Client Relationship Manager) on behalf of Wealth Matters, a leading independent Financial Planning firm based in Luton (LU1). Working in a collaborative, fast paced and client focused team, you will support the Financial Planners and Paraplanners with delivering an exceptional financial planning service to Wealth Matters’ clients. The Financial Planning Assistant (internally titled Client Relationship Manager) helps to maintain and develop the client relationships, preparing for and arranging meetings for the Financial Planners and actioning all tasks arising from these meetings, ensuring all work is completed to a high standard and to tight deadlines.

The Person:
The successful Financial Planning Assistant (Client Relationship Manager) will be intelligent, keen to learn, embracing of change, proactive, organised and detail orientated, with exceptional relationship building, customer service and administrative skills. They are likely to have worked in a professional services environment but will not be expected to know the intricacies of financial planning as training will be provided. They will be articulate, analytical and aspirational, and will be looking for a highly varied and involved support role where they can make a significant contribution to a progressive and ambitious firm while being invested in, valued and rewarded accordingly.

Salary and Benefits:
£30-37,000 (depending on experience) + bonus based on both individual and company performance + 26.5 days holiday + bank holidays + pension + hybrid working + we are happy to fund and support you with professional exams if you choose to take them, although there is no requirement for this (there is a salary increase with each exam passed).

The Company:
Wealth Matters are an award winning, innovative and ambitious Accredited Financial Planning firm, repeatedly voted a top 100 Financial Planning firm. Providing bespoke financial planning, estate planning and investment planning they have been helping clients achieve financial freedom since 1999.

Responsibilities:

• Supporting the Financial Planners with delivering an exceptional financial planning service to clients.

• Developing relationships with clients, arranging meetings and being the main point of contact for any queries on their portfolio.

• Assisting the Advisers with pre and post Financial Planning Meeting preparation, including researching clients’ existing arrangements, collating supporting documents, producing compliant illustrations and application forms and completing all actions arising including fund switches, withdrawals and assignment of policies.

• Processing new business application forms, proposals and supporting documentation.

• Contract administration of all products recommended by the Financial Planner (pensions, ISA’s, Investments, Bonds, Protection etc.).

• Producing management information and recording and updating all client information on the back-office system.

• General administration and project work, supporting with the development of the firm’s standard operating procedures.

Skills and Experience Required:

• Experience of working in an involved customer service orientated support role gained in a professional services environment (financial advice/planning experience is not essential as training will be provided for the right candidate).

• Intelligent, ambitious, proactive, embracing of change and keen to learn.

• A strong relationship builder with exceptional customer service skills, tactful, trustworthy, diplomatic and able to maintain confidentiality at all times.

• Professional appearance, confident manner and exceptional communication skills, both verbal and written.

• Comfortable working on your own initiative, setting personal goals, directing workflow and managing conflicting deadlines.

• Analytical, excellent administrative and organisational skills and a keen eye for detail.

• Strong technology and mathematical aptitude, proficient with MS Office.

• A strong team player who is keen to participate fully in the successful operation of the business.

Recruitment Note:
Dawn O’Shea is the Recruitment Partner, recruiting the Financial Planning Assistant (Client Relationship Manager, Adviser Support, IFA Administrator) directly on behalf of Wealth Matters so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.

Disclaimer

This job listing is aggregated from publicly available sources. We are not the employer. Please apply only via the official careers page. Please apply to Financial Planning Administrator, Luton only through the official careers website given apply link.

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Financial Planning Administrator role hiring in Luton with Wealth Matters, offering hybrid work, career growth, and opportunities in financial planning services.