Financial Planning Administrator

Sahasraa Solutions; London; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

Join a well-established financial planning firm in London as a Financial Planning Administrator! This role is perfect for someone with over a year of experience in a similar position, eager to support a dynamic team. You will collaborate closely with Senior Administrators and Financial Advisors, ensuring smooth operations by managing client records, updating reports, and maintaining communication with clients. The company prides itself on a supportive work environment and offers benefits such as a competitive salary, matched pension contributions, and opportunities for professional development. If you're looking to grow your career in finance, this is the opportunity for you!

Benefits

5% matched pension

4x Death in Service

1x critical illness cover

Discretionary bonus

Support towards CII qualifications

Team building weekend away

Collaborative working environment

Qualifications

• 1+ years’ experience as an Administrator in a financial planning firm.
• Strong verbal and written communication skills are essential.

Responsibilities

• Obtain outstanding information from clients, Advisors, and providers.
• Update factfinds and maintain client records on Intelligent Office.

Skills

Verbal Communication

Written Communication

IT Literacy

Tools

Intelligent Office

FE Analytics

Scottish Widows

7IM

Job description

This Financial Planning Administrator job in London is ideal for an individual with 1+ years’ experience within a similar role, looking to join a well-established financial planning firm who have a proven track record of developing their team. As evidenced by this role being available due to the current individual being moved into a Paraplanner role.

You will be working closely with their Senior Administrator, supporting their Paraplanner and Financial Advisors. Your responsibilities will include:

1. Obtaining outstanding information from clients, Advisors and providers
2. Updating factfinds following the Financial Advisor’s meetings
3. Inputting attitude to risk questions and risk profile reports
4. Adding and maintaining client records on Intelligent Office
5. Maintaining new business pipeline reports
6. Recording, sending and chasing Letters of Authority
7. Updating the company’s social media posts and website

Financial Planning Administrator Requirements

1. Ideally, you should have 1+ years’ experience as an Administrator within a financial planning firm
2. You should have strong verbal and written communication and be IT literate
3. Individuals with experience of Intelligent Office and FE Analytics would be beneficial
4. Individuals with experience of Scottish Widows and 7IM would be beneficial

The Company

The company has been established for over 10 years with a great reputation for providing clients with a highly personal service. They are focused on building long-term relationships with clients based on trust, open communication, and honest advice. You will benefit from a collaborative and supportive working environment.

Financial Planning Administrator Benefits

1. Salary of up to circa £30,000 depending on experience
2. Benefits include 5% matched pension, 4x Death in Service, 1x critical illness cover, discretionary bonus, support towards CII qualifications, and hybrid working
3. Team building weekend away each year
4. Working in a collaborative and supportive environment
5. 3 days office-based and 2 home-based, once trained

Location

London