Financial Planning Administrator

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

Job summary

A national financial planning firm in London is seeking a Financial Planning Administrator to support a Senior Financial Adviser. The role offers a hybrid working environment with 35 hours a week, including responsibilities such as processing new business, client service support, and administrative tasks. Benefits include a salary up to £35,000, generous holiday allowance, and study support. This is an excellent opportunity for those looking to advance in the financial planning sector.

Benefits

Salary up to £35,000

5 weeks holiday + bank holidays

Life Assurance

Auto-enrolment pension

Exam / study support

Responsibilities

• Processing new business such as investments and pensions.
• Liaising with third party providers for seamless transactions.
• Providing comprehensive administrative support to financial advisors.
• Responding to client inquiries and service requests.
• Preparing and reviewing necessary paperwork for clients.
• Facilitating client transactions with accuracy.

Skills

Client servicing

Administrative support

Processing new business

Liaising with third party providers

Job description

Financial Planning Administrator

35 hours - Mayfair - hybrid

We are working with a national financial planning firm that is seeking a Financial Planning Administrator to join their London office, based near Mayfair.

You’ll be supporting a Senior Financial Adviser alongside two existing administrators, providing high-quality administrative and client service support in a collaborative team environment.

Key Responsibilities

• Processing new business: investments, pensions
• Liaising with third party providers
• Administrative Support: Provide comprehensive administrative support to the financial advisors
• Client Servicing: Respond to client inquiries, address general service requests, and provide information on account balances, transactions, and administrative procedures.
• Document Preparation: Prepare and review necessary paperwork, including investment applications, client agreements, transfer forms, annual review packs
• Process Transactions: Facilitate client transactions, such as trade execution, account transfers, withdrawals, and contributions, ensuring accuracy and timely processing.

Benefits

• Salary up to £35,000
• 35 hours - 9am to 5pm
• Hybrid (2 days from home)
• 5 weeks holiday + bank holidays + duvet day on birthday + Christmas / new year closure
• Life Assurance
• Auto-enrolment pension
• Exam / study support

Apply today to be considered for this...