Back Office jobs in United States

An exciting opportunity has arisen for a Financial Planning Administrator to join a well-established accountancy firm. This role can be full-time or part-time, offering excellent benefits and a salary range of £25,000 - £30,000 for a 36.25-hour work week.

As a Financial Planning Administrator, you will work closely with Financial Planners to manage client relationships, maintain client files, and liaise with product providers to ensure the delivery of high-quality service.

• Manage client records using the company's back-office system.
• Communicate with product providers and internal teams to implement financial advice.
• Partner with Financial Planners to ensure exceptional service delivery.
• Maintain compliance with regulatory standards and industry best practices.
• Contribute to process improvements and quality enhancement initiatives.
• Build and maintain meaningful relationships with clients.

• Previous experience as a Financial Administrator, Financial Planning Administrator, Paraplanner, Financial Services Administrator, or in a similar role.
• Experience working as an administrator in the financial services sector.
• Background in delivering outstanding client service.
• Strong attention to detail and excellent communication skills with clients and providers.
• Skilled with financial planning software and a good understanding of regulatory requirements.

• Competitive salary
• 25 days' holiday plus bank holidays
• Pension scheme
• Private medical insurance
• Death in service benefit
• Access to health schemes
• Cycle to work scheme
• Employee assistance programme
• Enhanced maternity & paternity leave (after 1 year of service)

Apply now for this exceptional opportunity to work with a dynamic team and further enhance your career.

Important Information: We endeavour to process your personal data fairly and transparently. In applying for this role, Additional Resources will act in your best interest and may contact you via email, phone, or text message. For more information, see our Privacy Policy on our website. Please be aware of your individual rights and the company's data protection measures. For further information on the policy or GDPR, please contact us.

Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.