Financial Planning Administrator

Asset Recruit; Greater London; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial planning firm in Mayfair is seeking an experienced Financial Planning Administrator to join their team. The ideal candidate will have at least 1 year of relevant experience and be working towards a Diploma in Financial Planning. Responsibilities include liaising with providers, managing documentation, and supporting advisers in client meetings. This role emphasizes strong attention to detail, client service, and familiarity with the FCA regulatory environment. Competitive opportunity in a supportive team setting.

Qualifications

• At least 1 year of experience in a Financial Planning Administrator role.
• Strong understanding of the FCA regulatory environment.
• Ability to contribute to a positive and supportive team culture.

Responsibilities

• Liaising with providers to request illustrations.
• Collecting and scanning commission statements.
• Helping advisers prepare for client meetings.
• Assisting the team with IT and general office administration.

Skills

Strong attention to detail

Experience using Intelligent Office or similar in-house CRM

Client focused

Compliance minded

Strong written/ verbal skills

Positive attitude

Education

Working towards Diploma in Financial Planning

Tools

Intelligent Office

Job description

We are currently recruiting for an enthusiastic Financial Planning Administrator for a Mayfair based Financial Planning firm. Our client is a well-respected financial planning company committed to the delivery of approachable, professional and informed advice to a select number of corporate and private clients. They currently have a great opportunity for an experienced and talented financial administrator to join their team. The successful candidate will be ideally working towards Diploma in Financial Planning and have worked for at least 1 year in a Financial Planning Administrator role.

Required skills/ attributes

• Strong attention to detail
• Experience using Intelligent Office or similar in-house CRM
• Being able to contribute to a positive and supportive team culture
• Client focused, with the ability to provide excellent service to our friendly clients
• Compliance minded, with a good understanding of the FCA regulatory environment
• Strong written/ verbal skills
• A positive and ‘can do’ attitude

Key elements of the role

• Liaising with providers to request illustrations
• Collecting and scanning commission statements
• Requesting policy information, and scanning documents
• Submitting new business online, and keeping Iress up to date
• Submitting new business
• Answering the phone
• Helping the advisers prepare for client meetings
• Assisting the team with IT, stationery, and general office administration

Please go to the Asset Recruit website, Facebook and LinkedIn pages to view all our current job opportunities. Should your application be successful we will contact you to discuss the role in more detail within 2 working days of receiving your application. In the event your application is unsuccessful, the information supplied may still be used in connection with future job opportunities. Due to the large number of applications we receive, should you not hear from us within one week then please assume your application has been unsuccessful however we may contact you regarding other roles in the future.