Financial Planning Administrator — Growth Advisory Role

Heat Recruitment; Greater London; On-site; GBP 35,000 - 38,000; Full time

Job summary

A leading advisory practice in City of London seeks an experienced Financial Planning Administrator to provide exceptional support to financial advisers. The role involves administration tasks, managing client communications, and requires knowledge of financial products, especially Pensions and Investments. This is a great opportunity to work in a close-knit team that values sharing knowledge and encourages professional development. Flexibility to work from home on Fridays is also offered.

Benefits

Flexibility to work from home on Fridays

Qualifications

• Previous experience within a Financial Planning Administrator role.
• Confident with administration tasks such as processing new business.
• Knowledge of financial products, particularly Pensions and Investments.

Responsibilities

• Providing first-class compliant support service to financial advisers.
• Working within a friendly and close-knit team to share knowledge.
• Exposing to complex technical aspects of the role.

Skills

Administration tasks

Client communications

Knowledge of financial products

Team player

Job description

A leading advisory practice in City of London seeks an experienced Financial Planning Administrator to provide exceptional support to financial advisers. The role involves administration tasks, managing client communications, and requires knowledge of financial products, especially Pensions and Investments. This is a great opportunity to work in a close-knit team that values sharing knowledge and encourages professional development. Flexibility to work from home on Fridays is also offered.