About

Recruit Wealth are representing one of the UK’s fastest growing and largest national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Cambridge offices, one of 50+ nationwide. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice.Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators.Overview of the role is detailed below:Client correspondence, written and verbalProcessing new businessPreparation of client review packsSending LOA'sArranging client meetings and managing the Adviser’s diaryIllustration requestsEnsure that all financial planning client administration is carried out in accordance with internal proceduresMaintain client records on the company software and ensure the client files are well presented, accurate and compliantTaking phone calls, enquiries and requests, and handling them where appropriateGeneral back-office support using IO softwareBenefits of joining the business:25 days holiday plus bank holidaysOption to purchase a further 5 days holidayDay off for your BirthdayAnnual salary reviewStaff awardsStudy support for professional industry examsAdviser Academy - In-House TrainingProgression to Trainee Paraplanner, Paraplanner and Adviser if desiredHoliday Purchase SchemeLife AssurancePrivate PensionCorporate Eyecare coverThe business offers genuine caree