Financial Planning Administrator

Heat Recruitment; Greater London; On-site; GBP 35,000 - 38,000; Full time

Job summary

A leading advisory practice in City of London seeks an experienced Financial Planning Administrator to provide exceptional support to financial advisers. The role involves administration tasks, managing client communications, and requires knowledge of financial products, especially Pensions and Investments. This is a great opportunity to work in a close-knit team that values sharing knowledge and encourages professional development. Flexibility to work from home on Fridays is also offered.

Benefits

Flexibility to work from home on Fridays

Qualifications

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

Responsibilities

• Providing first-class compliant support service to financial advisers.
• Working within a friendly and close-knit team to share knowledge.
• Exposing to complex technical aspects of the role.

Skills

Administration tasks

Client communications

Knowledge of financial products

Team player

Job description

Location

London

Salary £35000 - £38000 TypePermanent WorkplaceOn-Site Ref88657

Recruiter Managing This Role

This is an exciting opportunity for an experienced Financial PlanningAdministrator 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.

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 PlanningAdministrator 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.

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

Qualifications

• 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