Planning Support Administrator

Orla Rose Associates Ltd; Farnham; Hybrid; GBP 26,000 - 36,000; Full time

Benefits offered by this job

25 days’ annual leave plus bank hols

Life assurance

Income protection

Flexible benefits platform

Supportive working culture

Hybrid working: Farnham office three d

Hybrid working: Farnham office three d

Job summary

Orlaroseassociates is seeking a Planning Support Administrator to join our Private Wealth team on a hybrid basis, three days a week in the Farnham office. The role focuses on onboarding new clients, supporting advisers and paraplanners, and delivering a high level of service throughout the client journey.

The ideal candidate has experience in financial planning, knowledge of investments such as ISAs and pensions, and strong organisational skills.

Qualifications

• Experience in a financial planning or private wealth environment.
• Knowledge of investment products including ISAs, GIAs, pensions and bonds.
• Experience using CRM or financial planning systems.
• Strong written and verbal communication skills.
• Excellent organisation and attention to detail.
• Proactive approach and ability to manage workload.
• Ability to work well in a team.
• CII or RO qualifications, or progress towards these, would be advantageous.

Responsibilities

• Supporting financial advisers and paraplanners with day-to-day administration.
• Coordinating the onboarding of new clients to ensure a smooth start.
• Managing administrative requirements for existing clients.
• Communicating professionally with clients by telephone and email.
• Building strong relationships with clients and internal stakeholders.
• Maintaining accurate information on the company’s CRM system.
• Identifying opportunities to improve existing processes.
• Supporting wider business projects when required.
• Ensuring the client remains at the heart of everything you do.

Skills

Financial planning experience

CRM systems

Investment products knowledge

Communication skills

Organisational skills

Team player

CII/RO qualifications beneficial

Tools

CRM software

Job description

Planning Support Administrator – Private Wealth

Working pattern:Hybrid – three days per week in the office

Hours:Full-time, 37.5 hours per week

The Opportunity

We are working with a highly regarded and growing private wealth business that is looking to appoint a Planning Support Administrator.

This is an excellent opportunity for an organised, client-focused individual with experience in financial planning who wants to develop their career within a supportive and professional environment.

Working closely with financial advisers and paraplanners, you will help onboard new clients, support existing relationships and ensure an excellent level of service is delivered at every stage.

Key Responsibilities

• Supporting financial advisers and paraplanners with day-to-day administration
• Coordinating the efficient onboarding of new clients
• Managing administrative requirements for existing clients
• Communicating professionally with clients by telephone and email
• Building strong relationships with clients and internal stakeholders
• Maintaining accurate information on the company’s CRM system
• Identifying opportunities to improve existing processes
• Supporting wider business projects when required
• Ensuring the client remains at the heart of everything you do

Skills and Experience

The successful candidate will ideally have:

• Previous experience within a financial planning or private wealth environment
• Knowledge of investment products, including ISAs, GIAs, pensions and bonds
• Experience using CRM or financial planning systems
• Strong written and verbal communication skills
• Excellent organisation and attention to detail
• A proactive approach and the ability to manage their own workload
• The ability to work effectively as part of a team
• CII or RO qualifications, or progress towards these, would be advantageous

Benefits

• 25 days’ annual leave plus bank holidays
• Life assurance
• Income protection
• Access to a flexible benefits platform
• Supportive and collaborative working culture
• Hybrid working, with three days per week in the Farnham office