Senior Financial Planning Admin & Paraplanning Growth

Eden Rose; Greater London; On-site; GBP 40,000 - 56,000; Full time

Job summary

Eden Rose in London is seeking a Senior Financial Planning Administrator to join a close-knit wealth management team. Office-based in Golders Green, you will support Wealth Managers and Financial Planners with a broad range of administration and client-facing tasks.

The role offers exposure to investments and paraplanning, with training through Head Office and opportunities for professional development within a respected international network.

Qualifications

• At least 5 years' experience within Financial Planning administration, demonstrating strong knowledge the financial planning process.
• Excellent attention to detail and a high level of accuracy.
• Strong written and verbal communication skills.
• Academic qualifications such as GCSEs and A Levels are expected.

Responsibilities

• Supporting Wealth Managers and Financial Planners with the smooth running of the practice.
• Preparing documentation and paperwork for client reviews.
• Arranging client reviews and managing the associated follow-up administration.
• Processing new business and supporting client onboarding.
• Maintaining accurate and up-to-date client information on CRM/back-office systems.
• Producing client valuations and liaising with providers for outstanding information.
• Dealing with client queries and requests in a professional and timely manner.
• Helping to support and guide more junior members of the administration team.
• Taking ownership of processes and ensuring a high level of service is maintained from start to finish.

Skills

Attention to detail

Communication skills

Organisation

Education

GCSEs and A Levels

Tools

CRM software

Back-office systems

Job description

Eden Rose in London is seeking a Senior Financial Planning Administrator to join a close-knit wealth management team. Office-based in Golders Green, you will support Wealth Managers and Financial Planners with a broad range of administration and client-facing tasks.

The role offers exposure to investments and paraplanning, with training through Head Office and opportunities for professional development within a respected international network.