Financial Planning Administrator - Financial Planning - London

Atomos; City Of London; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading financial planning firm in London seeks a Financial Planning Administrator to provide support to Financial Planners and clients. You will manage diaries, respond to inquiries, and prepare client documentation. Ideal candidates will have over 2 years of experience and strong skills in Excel and communication. Benefits include a competitive pension scheme and private medical insurance.

Benefits

Competitive Pension Scheme - we contribute 6%, you 3%

26 days holiday plus bank holidays

Private Medical Insurance

Life Assurance (4x)

Group Income Protection

Work From Anywhere policy

Qualifications

• 2+ years experience as a Financial Planning administrator.
• Knowledge of financial products such as pensions, investments, and protection.

Responsibilities

• Liaise with 3rd party providers and navigate provider platforms.
• Co-ordinate Financial Planner's diaries and arrange client meetings.
• Prepare documentation for client appointments.

Skills

Intermediate Excel skills (v:lookups, pivot tables)

Communication skills

Organizational skills

Comfortable with numbers

Client relationship building

Job description

You have 2-5 years experience as a Financial Planning administrator with fantastic knowledge of Financial Planning products and processes. You are looking to provide one-on-one support to one of our Financial Planners and their clients.

This is a fantastic opportunity for an individual looking to pursue a career in Financial Planning in our fast-paced and friendly London Head Office.

About the role

You are crucial to every step of the client journey, from diary management and administrative support to client relationship building and case management. As the first point of contact for clients, you will become an expert on our products and providers. Your role is not just support, it's about building trust and delivering exceptional service at every touchpoint.

Accountabilities

• Liaise with 3rd party providers and navigate provider platforms.
• Process new business applications.
• Co-ordinate Financial Planner's diaries and arrange client meetings.
• Prepare documentation for client appointments and meetings e.g. annual review meeting packs.
• Respond to email enquiries and liaise directly with clients.
• Ensure all data entry is completed accurately and within specified timelines.

Skills and Experience

• Techy savvy with intermediate Excel skills - v:lookups and pivot tables.
• 2+ years experience in a Financial Planning administrator role.
• Knowledge of financial products: pensions, investments and protection.
• Good communication skills. Comfortable with numbers, and highly organised.
• Love it when you delight a client with great outcomes.
• Want to be part of a team that appreciates you - we know you as a person.

Benefits

• Competitive Pension Scheme - we contribute 6%, you 3%
• 26 days holiday plus bank holidays
• Private Medical Insurance
• Life Assurance (4x)
• Group Income Protection
• Work From Anywhere policy

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.