Financial Planning Administrator - salary up to GBP38k and bonus up to

MI Search Ltd; Cobham; Hybrid; GBP 33,000 - 39,000; Full time

Job summary

A respected wealth planning firm in Cobham is seeking an administrator to support financial advisers and paraplanners. Responsibilities include preparing client packs, managing queries, and general administration tasks. Candidates should have experience in financial services administration and ideally hold CII qualifications. The role offers a competitive salary of up to £39,000 plus a bonus and benefits, with a hybrid work model.

Benefits

Bonus up to 20% of salary

Benefits

Qualifications

• Experience in an administrative role within financial services is essential.
• Must be able to support financial advisers and paraplanners effectively.
• Strong communication skills for dealing with clients and providers.

Responsibilities

• Prepare client packs and conduct annual reviews.
• Manage client queries and correspondence.
• Process new business and perform general administrative tasks.

Skills

Experience in financial services administration

Client communication

Organizational skills

Education

CII qualifications or willingness to study

Job description

This respected wealth planning firm dealing with HNW and UHNW clients is currently seeking an administrator to work as part of their busy team in Cobham.

In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.

You must have experience working in an administrational role within financial services and ideally hold CII qualifications or be keen to study these.

Basic salary to GBP39,000 bonus up to 20% of salary and benefits. The role offers a mix of working from the office and home.