Senior Financial Planning Administrator

Brevere Group; Greater London; On-site; GBP 25,000 - 35,000; Full time

Job summary

A forward-thinking and innovative firm in Greater London seeks an experienced financial planning administrator to join their supportive team. The ideal candidate will manage administration workflows, conduct compliance checks, and work in a vibrant team aiming to enhance client services. Experience within financial services, strong IT skills, and a detail-oriented mindset are essential for success in this role.

Benefits

Generous basic package

Career development support

Qualifications

• Experience in a financial services admin role.
• Knowledge of regulated financial services and FCA regulations.
• A can-do attitude and ability to meet deadlines.

Responsibilities

• Oversee administration workflows.
• Conduct general admin and compliance checks on new and existing business.
• Administer and maintain the database.

Skills

IT Skills

Organisational Skills

Multi-tasking

Confidence in Client Interaction

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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