Planning Support Administrator

Orla Rose Associates; Farnham; Hybrid; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Life assurance

Income protection

Access to a flexible benefits platform

25 days' annual leave plus bank holida

Hybrid working

Job summary

Orla Rose Associates is seeking a Planning Support Administrator to join its private wealth team in Farnham. The role offers hybrid working with three days per week in the Farnham office and full-time hours.

You will support financial advisers and paraplanners, onboarding new clients and maintaining strong client relationships. The ideal candidate has experience in financial planning or private wealth, knowledge of investment products, and proficiency with CRM/financial planning systems.

Qualifications

• Experience within a financial planning or private wealth environment.
• Knowledge of investments 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.

Responsibilities

• Support financial advisers and paraplanners with day-to-day administration.
• Coordinate onboarding of new clients.
• Manage administrative requirements for existing clients.
• Communicate professionally with clients by telephone and email.
• Build strong relationships with clients and internal stakeholders.
• Maintain accurate information on the company’s CRM system.
• Identify opportunities to improve existing processes.
• Support wider business projects when required.
• Ensure the client remains at the heart of everything you do.

Skills

Financial planning experience

Communication skills

Organisation

Proactivity

Teamwork

Education

CII/RO qualifications

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

This is a fantastic opportunity to join an established private wealth business where you can develop your technical knowledge and build a long-term career.