Your new company \nMy client, a leading Financial Planning organisation based in Liverpool, is seeking a professional Financial Planning Administrator to join their team on a permanent basis. \nWith over 70 years of experience in providing bespoke services, they have an exceptional reputation across the city.\n\nYour new role \nThe position is being offered full-time Monday to Friday with standard office hours in place. A hybrid option is also in place, working from home one day per week.

\nThe company will support individuals wanting to gain their diploma status.\nThis position is essentially a Financial Advisor Support Administrator. \nSome of your duties will include but not limited to \nResponding promptly to client enquiries regarding their existing arrangements and any changes in circumstances\nLiaising with product providers, human resources, other third parties and also the client to obtain detailed information about their personal finances.\nProducing detailed review reports and portfolio valuations for client review meetings.\nCarrying out in-depth analysis of many different types of financial contracts.\nKeeping the back office system up to date with client info and provider contacts.\nPutting business on the system accurately with commission/fee expectations and preparing paperwork for scanning.\nCompleting application forms, fact finding, producing accurate illustrations, understanding remuneration requirements\n\nWhat you'll need to succeed \n\nExperience of working within financial planning or similar \nStrong organisational capability \nExceptional eye for detail\nStrong communication skills, both written and verbal \nA professional and personable approach \nPassionate about going that extra mile \n\nWhat you'll get in return \nCompetitive salary at between £25,000 and £30,000 per annum \nThe company will support individuals wanting to gain their diploma status. \n25 days holiday plus bank holidays Death in service: 4 x SalaryCompany Pension \n\nWhat you need to do now \n\nIf you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.\nIf this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.\n\nHays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers.

By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)