Senior Financial Planning Administrator

Heat Recruitment; Reading; Hybrid; GBP 40,000 - 46,000; Full time

Job summary

A reputable Wealth Management firm is seeking a Senior Financial Planning Administrator. The role involves assisting financial service professionals, with responsibilities in income processing and reconciliation. The firm offers a supportive environment and opportunities for further studies. Benefits include hybrid working, a competitive salary, and additional employee perks.

Benefits

Hybrid working

5% pension contribution

25 days plus bank holidays

Extra employee benefits

Qualifications

• Prior experience with Sage or similar accounting software is advantageous.
• Knowledge and understanding of FCA regulations.

Responsibilities

• Key responsibilities include income processing and reconciliation.
• Work closely with the line manager and one of the company’s Directors.

Skills

Effective communication

Knowledge of FCA regulations

Knowledge of investments and pensions

Tools

Sage

Intelliflo

Job description

3 days ago Be among the first 25 applicants

Direct message the job poster from Heat Recruitment

Assisting Financial Service Professionals within the South East & London 01172841280

Join a reputable Wealth Management firm dedicated to building long-term, trusted relationships with clients. The firm fosters a strong sense of community, offering a friendly yet professional working environment.

We have a fantastic opportunity for a Senior role within the Financial Planning Support team. You’ll work closely with the line manager and one of the company’s Directors, gaining exposure to a wide range of services while receiving support for further studies and qualifications.

Key responsibilities include income processing and reconciliation, so prior experience with Sage or similar accounting software will be advantageous.

Benefits

• Hybrid working
• Agile working
• £40,000, negotiable
• 5% pension contribution
• 25 days plus bank holidays
• Lots of time off around the festive period
• Extra employee benefits – offers the chance for you and your family members to have life insurance
  
  

To be considered?

• Knowledge and understanding of the FCA regulations
• Strong knowledge of investments and pensions
• Ideally, experience with Sage and Intelliflo
• Effective communication, both written and verbal
• Have a professional, proactive and positive attitude
  
  

Apply today to be considered for this Senior Financial Planning Admin opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

IFA administrator, Financial planning administrator, private client support, paraplanner assistant, IFA support, Client Liaison

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Staffing and Recruiting

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