Financial Planning Administrator

Eden Rose; Greater London; Hybrid; GBP 29,000 - 35,000; Full time

Job summary

A leading Savings and Investments firm in Greater London seeks a Financial Services Client Services Administrator to provide client-facing administrative support. The role offers a hybrid work model after 6 months, a competitive salary up to £35,000, and various employee benefits including a productivity bonus and private medical insurance. Candidates should have previous experience in financial services administration and strong communication skills.

Benefits

Competitive salary

Pension contribution

Private Medical Insurance

Annual leave increasing with service

Qualifications

• Previous experience in a Financial Services Administration role.
• Excellent communication, interpersonal and organizational skills.
• Experience using IT Systems and Software, including platform/provider websites.

Responsibilities

• Provide client-facing, administrative support within the business.
• Assist with adviser support and technical support.

Skills

Excellent communication skills

Interpersonal skills

Organizational skills

Experience with IT Systems

Job description

Overview

Are you a Financial Services Client Services Administrator looking to pursue a new opportunity? A leading and successful client is looking to bring on an IFA Administrator to provide client-facing, administrative support within the business. This Savings and Investments firm prides itself on a strong values-focused work culture that encourages training and study support progression. They are technologically forward-thinking and have a strong history of promoting from within.

Benefits

• Either full time or 5x shorter days
• Office based for first 6months, then hybrid (3days in the office)
• Competitive salary - Up to 35,000
• Pension contribution
• Competitive productivity bonus, in which all team members are included
• Group Death in Service
• Private Medical Insurance
• Increasing annually with service, up to 27 days, plus bank holidays

To be considered for this adviser support opportunity

• Previous experience in a Financial Services Administration role
• Excellent communication, interpersonal and organisational skills
• Experience using IT Systems and Software, including platform/provider websites and portals

How to apply

Apply today to be considered for this Financial Planning Admin opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client.

Client Support, Technical Support, Adviser Assistant, Financial Planning Admin