Senior Financial Planning Administrator

Brevere Group; England; On-site; GBP 25,000 - 40,000; Full time

Job summary

A financial services company in the UK is seeking an experienced financial planning administrator. The role involves overseeing administration workflows and engaging with clients. Candidates should have prior experience in a financial services environment, strong IT skills, and familiarity with FCA regulations. This position offers a supportive team setting and opportunities for career development.

Benefits

Generous basic package

Career development support

Qualifications

• Experience in a financial services admin role.
• Familiarity with FCA regulations.
• Ability to manage multiple tasks effectively.

Responsibilities

• Oversee administration workflows.
• Conduct general admin and compliance checks.
• Maintain and consolidate database.

Skills

Organised

Can do attitude

Working knowledge of the regulated Financial Services Industry

Confidence in client communication

Highly competent in Microsoft Office

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Intelligent Office

Job description

Overview

Are you an experienced financial planning administrator looking for a role in a close-knit supportive environment

The successful candidate will have experience within a financial services environment, preferably an IFA and have exposure to FCA regulations and strong IT skills.

Responsibilities

• Oversight of administration workflows
• Confidence in speaking with a wide variety of clients and providers
• Group pension & protection scheme experience
• Working with team to develop proposals that meets client\'s needs and concerns
• General Admin and Compliance checks - new and existing business
• Database administration, maintenance and consolidation
• Sticking to deadlines

Requirements / Qualifications

• Organised with the ability to multi-task.
• Can do attitude
• Working knowledge of the regulated Financial Services Industry
• Previously worked in a Financial Services admin role so have some familiarity with the terms used.
• Highly competent user of Microsoft Word, Excel & Outlook, experience with Intelligent Office would be an advantage

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

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