Senior Financial Planning Administrator

Brevere Group; Gerrards Cross; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial services firm in Gerrards Cross is seeking an experienced Financial Planning Administrator. The role involves overseeing administration workflows, engaging with clients, and ensuring compliance checks are performed. Applicants should have strong IT skills, experience in a financial services environment, and the ability to handle multiple tasks. Competitive package offered with support to develop skills and advance your career.

Benefits

Generous basic package

Support for skill development

Qualifications

• Experience in a financial services admin role is required.
• Familiarity with FCA regulations and financial terminology is essential.
• A positive, can-do attitude is necessary.

Responsibilities

• Oversee administration workflows in a financial services setting.
• Engage confidently with clients and providers.
• Perform compliance checks and database administration.

Skills

Organizational skills

Ability to multi-task

Strong IT skills

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Intelligent Office

Job description

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 and IFA and have exposure to FCA regulations and strong IT skills.

Duties for this role will include:

• 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

You will have:

• 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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