Private Wealth Planning Coordinator (Hybrid)

Orlaroseassociates; Farnham; On-site; 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

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.