Financial Planning Admin — Adviser Support (Study + Pension)

Heat Recruitment; Cobham; On-site; GBP 30,000 - 35,000; Full time

Job summary

A financial services firm based near Cobham is seeking a Financial Planning Administrator to provide high-quality technical administration and analytical support to their successful Financial Planners. Candidates should have experience in financial planning and strong communication skills, alongside a solid understanding of investments and pensions. This on-site role offers a competitive salary range of £30,000 - £35,000, along with additional benefits including pension contributions and support for financial services qualifications.

Benefits

25 days plus bank holidays

Pay for study towards Financial Service exams

Salary reviews

5% ER pension contribution

Discretionary bonuses (5-15%)

Friendly work environment

Qualifications

• Experience in financial planning or related field required.
• Excellent written and verbal communications skills essential.
• Understanding of financial products and markets necessary.

Responsibilities

• Provide technical administration and analytical support to Financial Planners.
• Assist in managing client relationships and documentation.
• Coordinate necessary paperwork and follow up with clients.

Skills

Previous experience within a Financial Planning role

Professional communication manner

Strong understanding of investments and pensions

Financial Services qualifications

Job description

A financial services firm based near Cobham is seeking a Financial Planning Administrator to provide high-quality technical administration and analytical support to their successful Financial Planners. Candidates should have experience in financial planning and strong communication skills, alongside a solid understanding of investments and pensions. This on-site role offers a competitive salary range of £30,000 - £35,000, along with additional benefits including pension contributions and support for financial services qualifications.