Administrator

OA; Welwyn Garden City, Leeds; On-site; GBP 25,000 - 27,000; Full time

Job summary

A Financial Planning firm in Welwyn Garden City is seeking a Financial Planning Administrator to provide administrative support and be the first point of contact for client queries. The role involves organizing meetings, managing client service schedules, and ensuring data accuracy. Ideal candidates will have excellent communication skills and attention to detail, with previous experience in Financial Services being advantageous. The position offers a competitive salary and various benefits including a matched pension scheme and a discretionary bonus.

Benefits

22 days holiday plus bank holidays

Company pension scheme – Matched 5% employer contribution

Free onsite parking

Annual salary reviews

Up to a 10% discretionary bonus

Free access to company services

Qualifications

• Previous experience within Financial Services is advantageous.
• Excellent written and verbal communication skills are required.
• Understanding of regulated and compliance-focused processes.

Responsibilities

• Handle inbound queries and client service needs.
• Arrange and schedule client meetings, preparing documentation.
• Produce client reports and valuations before meetings.
• Assist with annual client service schedules.
• Ensure data accuracy and upload to systems.
• Support advisers to meet client expectations.
• Communicate with Pension and Investment companies.

Skills

Communication skills

Attention to detail

Organizational skills

IT literacy

Teamwork

Tools

Microsoft Word

Microsoft Excel

Customer Database

Investment Portals

Job description

Job Title: Financial Planning Administrator
Salary: £25,000 – 27,000 per annum basic dependent upon experience
Bonus: Up to 10% pa based on company performance
Location: Welwyn Garden City – Office based centre of town
Contract: Permanent
Hours: Monday – Friday (38 hrs per week)

OA are recruiting for a Financial Planning Administrator to join our client’s team on a permanent basis.

Administrator - Profile:

A small but growing Financial Planning business based in the centre of Welwyn Garden City, supporting clients to an exceptional standard with a range of financial planning requirements, including planning for large life events, tax efficient investments, retirement planning – truly going through life with their clients.

This business is proud to offer independent advice built on the long-term relationships they build and first-class client support and servicing.

In this role, you will be the face of the business, being the first point of contact for queries, supporting and coordinating meetings and providing all-round administrative support.

The successful candidate will need to have a keen eye for detail due to the regulated nature of the business and fantastic communication skills.

• 22 days holiday bank holidays
• Company pension scheme – Matched 5% employer contribution
• Free onsite parking
• Annual salary reviews
• Up to a 10% discretionary bonus
• Free access to company services

Administrator - Main Duties:

• Handling inbound queries and dealing with client service needs
• Arranging and scheduling client meetings, including preparing relevant documentation
• Producing client reports and valuations prior to all meetings
• Helping to manage the ongoing annual client service schedules
• Ensuring all data is correct and accurate and uploaded to our systems
• Using online systems such as Investment Portals as well as the Customer Database and Microsoft Packages (Word, Excel, Outlook)
• Supporting the advisers to ensure clients outcomes and expectations are met
• General administrative support as required
• Communicating with various different Pension and Investment companies on behalf of the clients and gathering in a range of relevant investor information

Administrator - Key Skills & Experience:

• Previous experience within Financial Services is advantageous
• Excellent communication skills, written and verbal
• Having an understanding of/and working in a regulated and compliance focused process
• IT literate – you will be learning a range of different systems!
• Highly organised, with a high attention to detail
• Working within a team and directly with advisers and clients

Thank you for your interest in this vacancy, which is being advertised by OA Group, who are acting as an employment agency / business. Your application will be considered in competition with others and we will contact you within 3 working days.