Financial Planning Administrator

Our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions.

Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long‑term investment and savings solutions.

Through telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent.

We will consider flexible working arrangements for any of our roles and also offer workplace accommodations to ensure you have what you need to effectively deliver in your role.

Our Central Advice Department is a team of Independent Financial Planners who take responsibility for providing holistic advice to support our clients individual objectives. The clients originate from our Partner Retirement Programme which provides our retiring self‑employed IFAs the opportunity pass over their clients’ needs to be fulfilled when they exit the industry.

By supporting the Central Advice Department, you will offer administrative support enabling the Independent Financial Planners to service more client’s needs and objectives and in turn developing financial planning strategies as agreed with the client. You will have strong organisation skills, excellent attention to detail and analytical skills to assess documentation standards in line with the regulatory requirements.

The role is full time, with flexible hours available Monday to Friday and based at our Huddersfield office. After an initial training period a hybrid model of working is implemented, with part of the week in the office and part working from home.

The role would be a great opportunity for those looking to progress their career within Financial Advice. Once established, there will be an opportunity to be supported with Level 4 Diploma in Financial Planning to enhance knowledge and open up pathways into paraplanning and then financial advice. The role will offer ongoing development and training and an excellent salary and benefits package, and importantly, you’ll be part of a dynamic and quality focused team with an exceptional reputation in the market.

• Liasing with clients to book meetings, request personal information and completion of applications
• Build rapport with the advisers within the firm and other Compliance Departments to ensure that good relationships are maintained
• Achievement of individual productivity targets and objectives
• Maintaining the accuracy of client data
• Liaising with product providers, Financial Advisers and colleagues
• Creating and maintaining clients records in the CRM system
• Maintaining client confidentiality at all times
• Completing AML checks
• Processing new business applications and existing business alterations
• Manage trading of transactions within various Platforms

• To be successful in this role, you will have proven experience as an Administrator or from a relevant role working within the Financial Services industry
• Excellent communication skills and high level of confidence in speaking with clients
• Experience of dealing with individuals over the phone and in person is essential and you will be proficient in the use of Microsoft Office software
• Strong communication skills with the ability to communicate with all levels
• Strong attention to detail and an understanding of the need for confidentiality
• Analytical skills to assess documentation standards in line with the regulatory requirements
• Excellent interpersonal skills to form effective working relationships
• Flexibility and adaptability in a changing environment
• Ability to multi‑task and prioritise
• A client focused approach with excellent time management and organisation skills
• The ability to act professionally, with an enthusiastic and positive attitude
• Determination and the ability to self‑motivate and influencing skills
• Strong commercial awareness
• A good knowledge of wealth products (desired, but…