Job Advert: Financial Planning Administrator Location: Ramsbottom Salary: Negotiable to around £30K, with excellent benefits package Are you a proactive and detail-oriented professional with a passion for delivering exceptional client support in the financial services industry? Join this highly respected and established firm of Independent Financial Advisors, as a Financial Planning Administrator, and play a pivotal role in supporting our advisers and enhancing our client experience. Key Responsibilities: As a Financial Planning Administrator, you’ll be responsible for: Pre-Sales Support: Assisting Paraplanners/Advisers by preparing engagement letters, change of agency letters, client agreements, and gathering essential documents like provider application forms and client policy valuations. Client Data Management: Ensuring our back-office software is consistently updated and providing up-to-date valuations and relevant information to advisers. Administrative Duties: Managing adviser diaries, maintaining client accounts, coordinating client communications, and handling filing and other administrative tasks. Client Interaction: Responding to phone and intercom inquiries, greeting clients and visitors, and assisting with meeting preparation. Continuous Learning: Keeping your knowledge and qualifications current to support both colleagues and clients effectively. Ideal Candidate: We are looking for someone with: Financial Services Experience: Prior experience in financial services is essential, with a preference for candidates already studying with the Chartered Insurance Institute (CII). Customer Service Orientation: A dedication to delivering quality service and attention to detail. Communication Skills: Strong verbal, written, and IT skills, with the ability to handle issues with diplomacy. Team Spirit: A collaborative attitude with a strong sense of teamwork. Organizational Skills: Ability to plan, prioritize, and meet deadlines. Benefits: Holiday: 25 days (plus tiered increases with length of service) Pension: 3% employer and 4% employee contributions Death in Service: 4x salary Income Protection: 75% up to NRD, with a 13-week deferment Career Development: Ongoing training and support for professional growth