Client-Facing Financial Planning 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

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.