Financial Planning Administrator

JR United Kingdom; Slough; On-site; GBP 22,000 - 30,000; Full time

Job summary

A leading financial advice provider seeks a Financial Planning Administrator in Slough. The role involves supporting financial planners, managing client communications, and ensuring compliance. Successful candidates will exhibit excellent organisational skills and receive opportunities for career advancement along with study support for qualifications.

Benefits

Study and exam support for qualification

Long term career opportunities

Opportunity to work in a fast-paced growing team

Qualifications

• Excellent organisational and time-management skills.
• Strong attention to detail and accuracy.
• Ability to multitask and manage competing priorities.

Responsibilities

• Arrange client meetings and assist in preparing financial plans.
• Prepare documents for new client meetings and issue Letters of Authority.
• Client contact and updates for ongoing communication.

Skills

Organisational skills

Time management

Attention to detail

Communication skills

Understanding of financial products

Education

Level 4 Diploma in Financial Planning

Tools

Microsoft Excel

Microsoft Word

Job description

Social network you want to login/join with:

Financial Planning Administrator, slough

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Client:

Clearwater Wealth Management

Location:

slough, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

10.06.2025

Expiry Date:

25.07.2025

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Job Description:

Company Description

St. James’s Place is a financial advice provider that offers one-to-one financial advice to help individuals embrace their tomorrow with confidence. They strive to provide advice that can change lives and are represented by St. James's Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.

Role Description

This is a full-time role located in London. As a Financial Planning Administrator, the successful candidate will be responsible for providing support to a financial planner managing client data and communications, and ensuring compliance with regulatory policies and procedures.

Key Responsibilities

• Arranging client meetings
• Assisting in preparing and constructing financial plans
• Prepare documents for new client meetings
• Email documents to client after initial meeting or for sign up
• Issue Letters of Authority, and follow up with providers
• Preparation of annual review packs
• Process new business
• Instruct fund switch requests
• Submit new business with providers
• Client contact and updates

Qualifications and Experience

• Excellent organisational and time-management skills
• A good understanding of financial products (ISA, Pensions etc) is preferred but isn't mandatory
• Ability to multitask and manage competing priorities
• Strong attention to detail and accuracy
• Excellent verbal and written communication skills
• Proficient in Microsoft Office applications including Excel and Word
• Long term career opportunities
• Study and exam support to achieve Level 4 Diploma in Financial Planning or career development in the operational side of the business
• Opportunity to work as part of a fast paced and growing team.