Financial Planning Administrator

OA; England; On-site; GBP 25,000 - 27,000; Full time

Job summary

A financial planning company located in Welwyn Garden City is seeking a Financial Planning Administrator to play a crucial role in supporting clients. Responsibilities include managing client queries, coordinating meetings, and ensuring data accuracy in compliance with regulations. Ideal candidates should have strong communication skills, experience in financial services, and proficiency in Microsoft Office. Benefits include a competitive salary, a bonus scheme, and opportunities for professional growth.

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

Clear progression path/development opportunities

Qualifications

• Keen eye for detail due to the regulated nature of the business.
• Ability to support and coordinate meetings.
• Experience able to handle client service needs and queries.

Responsibilities

• 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.
• Managing ongoing annual client service schedules.
• Ensuring all data is correct and accurately uploaded to systems.
• Supporting advisers to ensure clients' outcomes and expectations are met.
• Communicating with various Pension and Investment companies.

Skills

Previous experience within Financial Services or similar sector

Excellent communication skills, written and verbal

Highly organised, with a high attention to detail

Working knowledge of Microsoft Office, Adobe products & DocuSign

IT literate

Understanding of compliance-focused processes

Tools

Microsoft Office

Adobe products

DocuSign

Job description

Financial Planning Administrator

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

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 the client 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.

Administrator - Benefits

• 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
• Clear progression path/development opportunities

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 or similar sector
• Working knowledge of Microsoft Office, Adobe products & DocuSign
• 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
• A high attention to detail

Contact

Chloe Jago
E: [e-mail]
T: 01707 377088

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Application Process

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.

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