Financial Planning Administrator

ZipRecruiter; London; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A reputable financial advisory firm in London seeks an experienced Financial Planning Administrator. Responsibilities include providing compliant support to financial advisers, processing new business, and managing client communications. Candidates should have strong knowledge of financial products, particularly Pensions and Investments. This role allows flexibility to work from home on Fridays.

Benefits

Flexible work from home on Fridays

Qualifications

• Previous experience as a Financial Planning Administrator required.
• Experience in Openwork Partnership firm is preferred.
• Knowledge of Pensions and Investments is essential.

Responsibilities

• Provide first-class compliant support to financial advisers.
• Process new business and manage client communications.
• Handle enquiries from providers and deal with platforms.

Skills

Client communications

Team player

Confident with administration tasks

Knowledge of financial products

Tools

FE Analytics

Job description

Job Description

This is an exciting opportunity for an experienced Financial Planning Administrator 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 Planning Administrator 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.

What’s needed to be considered?

* 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

What next?

Apply today to be considered for this opportunity.

If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client