Financial Planning Sales Support Administrator

ZipRecruiter; London; On-site; GBP 25,000 - 45,000; Full time

Job summary

Join a dynamic financial planning firm in London as a Financial Planning Sales Support Administrator. This role offers a unique opportunity to support Paraplanners and Financial Wealth Advisers while enhancing your skills in a thriving environment. With comprehensive exam support and training, you can pave your way toward a successful career in financial planning. Ideal for detail-oriented individuals eager to grow in a supportive company, this position promises a rewarding journey in the financial services sector.

Benefits

Full Exam Support

Training Opportunities

Career Progression Support

Qualifications

• Experience in financial services is preferred but not mandatory.
• Strong interpersonal skills are essential for client interactions.

Responsibilities

• Provide support to Paraplanners and Financial Wealth Advisers.
• Check paperwork and handle queries related to proposals.

Skills

Interpersonal Skills

Attention to Detail

Administrative Support

Education

Experience in Financial Services

Relevant Qualifications in Financial Planning

Job description

Job Description

Our client is a long-established and successful Financial Planning firm based in central London. Due to expansion, they are now looking for a Financial Planning Sales Support Administrator to join their existing support team.

The role involves providing support to Paraplanners and Financial Wealth Advisers. Responsibilities include checking paperwork before proposals are submitted, valuations, handling queries, and providing administrative support to assist in completing recommendation letters.

Ideally, candidates will have some experience in financial services within a financial planning or related field, or are looking to start a career in financial planning. This role suits candidates who are dynamic, detail-oriented, and possess strong interpersonal skills.

This is a fantastic opportunity to join a leading wealth management business, especially if you are seeking a company that supports career progression. The position offers full exam support and training opportunities for candidates aiming to advance to Paraplanning and Financial Planning roles.