Financial Planning Administrator - Financial Planning - London

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

Job summary

A financial planning firm in London is seeking a Financial Planning Administrator to provide support to financial planners and clients. The role involves diary management, case management, and client relationship building, with an emphasis on delivering excellent service. Ideal candidates will have 2-5 years of relevant experience, strong Excel skills, and a passion for client satisfaction. The position allows for hybrid working arrangements.

Benefits

Competitive Pension Scheme

26 days holiday plus bank holidays

Private Medical Insurance

Life Assurance (4x)

Group Income Protection

Work From Anywhere policy

Qualifications

• 2-5 years experience as a Financial Planning administrator.
• Knowledge of Financial Planning products and processes.

Responsibilities

• Liaise with third-party providers.
• Process new business applications.
• Coordinate Financial Planner's diaries and arrange client meetings.
• Prepare documentation for client appointments.
• Respond to email enquiries and liaise directly with clients.
• Complete data entry accurately.

Skills

Techy savvy with intermediate Excel skills

2+ years experience in a Financial Planning administrator role

Knowledge of financial products: pensions, investments and protection

Good communication skills

Highly organised

Customer satisfaction focus

Job description

Overview

You have 2-5 years experience as a Financial Planning administrator with 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. You want to be part of a busy hub who love delivering a great client experience. This is an opportunity 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 3 rd 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.

Department: Client and Adviser Support

Locations: London

Remote status: Hybrid