This listing was posted on Manatal ATS.
Financial Planning Administrator
Location:
Ledsham, Cheshire
Description:
Are you an experienced financial planning administrator looking to join a company that has strong values and invests in its team members? Look no further than Clear Cut Financial Planning. As a leading Chartered financial planning firm, we are Best Financial Advisers to Work For 2023 winners! We're currently seeking a Financial Planning Administrator to join our Client Services team working at our lovely Inglewood Manor office in Cheshire. In this role, you'll be part of team committed to providing unparalleled client experiences and fostering long-term relationships built on trust and expertise.We understand the importance of work-life balance, which is why we're open to considering part-time, flexible hours, and job share arrangements for the right candidate. Your key responsibilities will include: Preparing comprehensive client review documentation and supporting the delivery of reviews. Assisting in the preparation of recommendations and suitability letters. Implementing recommendations with accuracy and efficiency, ensuring compliance with all relevant regulations. Providing exceptional client service through phone, email, and in-person interactions. Maintaining and updating client records on various systems and handling general administrative tasks. To excel in this role, you'll need: A Diploma in Financial Planning (Level 4) or progress towards it and at least two years of experience in a financial planning administration or client services support role. Outstanding written and verbal communication skills, with the ability to influence and organise effectively. The capability to thrive under pressure, meet deadlines, and contribute positively to our collaborative team environment. Proficiency in Microsoft Word, Excel, and PowerPoint. At Clear Cut Financial Planning, we're committed to your professional development and long-term success. We offer a clear progression path, with opportunities to advance to manager, financial planning assistant or associate financial planner roles. Our comprehensive training and mentorship programs ensure you have the support and resources needed to reach your full potential.We believe in taking care of our team, which is why we offer a competitive salary range of £28,000 - £35,000 per annum (pro-rata for part-time), along with an extensive benefits package that includes: Flexible working hours. Generous pension contributions. Private medical insurance. Critical illness cover. Death in service benefits. Wellbeing and optician appointments. But that's not all - as part of the Clear Cut family, you'll enjoy a range of perks that make coming to work a joy: Picturesque office location at Inglewood Manor. Free breakfast. Quarterly team days and monthly team lunches. Fully paid annual summer day and Christmas party. "Spontaneous 5 hour Fridays"! If you're ready to take your career to the next level and join a company that values innovation, excellence, and work-life balance, we want to hear from you. Keywords: Client Services Associate, Financial Planning, Diploma in Financial Planning, Client Services, Financial Services, Cheshire, Inglewood Manor, Clear Cut Financial Planning, Career Development, Employee Benefits, Supportive Work Environment, Part-time, Flexible Hours, Job Share. To Apply: If you have the unrestricted right to work in the UK and believe you have the skills and experience to thrive in this role, please submit your tailored CV, highlighting your relevant experience and key achievements. Our application process is designed to be fair, straightforward, and inclusive. If you require any reasonable adjustments during the application or interview process, please let us know.This advert will remain open for 42 days, but we encourage early applications as the interviewing process may begin at any time. Only shortlisted candidates will be contacted.
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More About this Listing: Financial Planning Administrator
Financial Planning Administrator is a Clerical Administrator Job at Recruitment Rebellion located in Ledsham CHS. Find other listings like Financial Planning Administrator by searching Oodle for Clerical Administrator Jobs.
Financial Planning Administrator is a Clerical Administrator Job at Recruitment Rebellion located in Ledsham CHS. Find other listings like Financial Planning Administrator by searching Oodle for Clerical Administrator Jobs.