Financial Planning Administrator

ZipRecruiter; City Of London; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

A financial advisory firm in City of London is seeking an experienced Financial Planning Administrator to provide high-quality support for financial advisers. This complex role requires previous experience in financial planning administration and knowledge of financial products, particularly pensions and investments. You'll work within a collaborative team environment and have the flexibility to work from home on Fridays.

Benefits

Flexibility to work from home on Fridays

Qualifications

• Previous experience within a Financial Planning Administrator role.
• Confident with administration tasks like processing new business.
• Knowledge of financial products, particularly Pensions and Investments.

Responsibilities

• Provide first-class compliant support to financial advisers.
• Collaborate with a close-knit team to grow and develop.
• Handle complex technical responsibilities beyond typical tasks.

Skills

Financial Planning Administration

Client Communications

Knowledge of Pensions

Knowledge of Investments

Team Collaboration

Tools

FE Analytics

Job description

Overview

This is an exciting opportunity for an experienced Financial Planning Administrator to join a successful Advisory practice based out of their City of London office. Focusing on providing a high quality financial planning and investment management service, this firm has built a sound reputation within the industry with longstanding clients.

Responsibilities

You will be responsible for providing a first-class compliant support service to the busy financial advisers of the practice. Working within a friendly, and close-knit team this is a fantastic opportunity for a Financial Planning Administrator to come on board and share their knowledge with the existing team, helping them grow and develop. This will be a complex technical role, with exposure to more than the typical Financial Planning Administrator position.

Working arrangements

The firm allows the flexibility to work from home on Fridays.

What’s needed to be considered

• Previous experience within a Financial Planning Administrator role
• Confident with Administration tasks such as processing new business, client communications, chasing providers, dealing with platforms, utilising FE Analytics
• Knowledge of financial products, particularly Pensions and Investments
• Experience working in an Openwork Partnership firm would be ideal
• Team player, eager to share knowledge previously obtained as well as learn on the job

What next

Apply today to be considered for this opportunity.

If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client