Financial Services Administrator

IDEX Consulting; Borehamwood; Hybrid; GBP 27,000 - 32,000; Full time

Job summary

Join a dynamic financial advisory group as a Financial Planning Administrator, where you will play a key role in supporting Financial Advisors and ensuring a positive experience for high-net-worth clients. This position offers a fantastic opportunity for career advancement in a thriving and collaborative environment. With flexible working arrangements and a focus on professional development, this role is perfect for individuals looking to grow within the financial sector. Be part of a team that values proactive contributions and offers significant opportunities for progression.

Benefits

30 days annual leave plus bank holidays

10% bonus

Flexible working arrangements

Private medical insurance

Study support for professional development

Qualifications

• Experience in financial planning administration is essential.
• Strong communication skills with high-net-worth clients.

Responsibilities

• Collaborate with Financial Advisors for client support.
• Manage calendars and schedule client meetings.
• Prepare materials and raise invoices as needed.

Skills

Financial Planning Administration

Client Communication

Calendar Management

Database Management

Job description

I'm currently seeking a Financial Planning Administrator to join a leading financial advisory group with offices in Borehamwood or Reading. Due to the company's ongoing success, they are looking for talented individuals with experience in financial planning administration. This is a fantastic opportunity to advance your career within a thriving team.

Responsibilities:

1. Collaborate closely with Financial Advisors to provide proactive assistance.
2. Manage calendars and schedule client meetings.
3. Communicate with high-net-worth clients to ensure a seamless process and positive experience.
4. Prepare meeting materials for Advisors prior to client meetings.
5. Raise invoices as required.
6. Manage database systems.

Benefits:

• 30 days annual leave plus bank holidays.
• 10% bonus.
• Flexible and hybrid working arrangements.
• Private medical insurance.
• Study support for professional development.

The company offers significant opportunities for progression, as demonstrated by recent promotions of other financial planning administrators. Joining this team, you will be part of a supportive and collaborative environment with a proactive and passionate approach to work.

If this role in Borehamwood or Reading, paying up to £32,000, sounds appealing, please send your CV to [e-mail].