Private Wealth Planning Support Specialist

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

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.