Planner jobs in United Kingdom
Financial Planning Administrator
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Synchronicity Group
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Financial Planning Administrator
Job summary
An established industry player is seeking an experienced administrator who thrives in a fast-paced environment. This role offers the chance to work in a supportive setting where your contributions are valued, and you can mentor junior team members. You will handle IFA administration duties, provide critical support to the Head of Administration, and be a key point of contact for technical queries. With the flexibility to work both from home and the office, this position is perfect for someone who enjoys client interaction and is eager to contribute to a forward-thinking firm focused on continuous improvement.
Qualifications
- 2+ years of administration experience in a busy IFA office.
- Wide knowledge of administrative roles and industry products.
Responsibilities
- Perform IFA administration duties and support the Head of Administration.
- Mentor junior members of the admin team and manage technical queries.
Skills
Education
Tools
Are you an administrator who enjoys mentoring others and a fast-paced environment?
If so, my client will be a great fit if you enjoy autonomy, having your opinions both heard and acted upon and want a supportive environment in which to grow without being micro-managed. They pride themselves in being a forward-thinking company, adaptable and always striving to be better. They are a Chartered, independent, fee-based wealth management firm focused on providing well researched and bespoke advice.
They now seek to recruit an experienced administrator with strong experience of working in an IFA’s office to become a dependable member of this department. This will particularly suit if you also enjoy client interaction.
Please note that this role will not offer progression into paraplanning or advising.
You will have the flexibility of working from home and the office.
Key accountabilities & responsibilities
- IFA administration duties
- Provide support to the Head of Administration (HOD) working alongside/closely to ensure smooth/effective running of department
- Be a point of contact for Advisers and Paraplanners for technical administrative queries
- Mentor the junior members within the admin team
- Participate in team meetings - highlight any concerns so that the department and firm can constantly improve
Essential Experience required for this role
- A wide knowledge of the different administrative roles and varied industry products
- At least two years’ experience of working in administration within a busy IFA office
- Excellent prioritisation skills to meet, if not exceed, deadlines
- The ability to manage expectations of all staff and clients
- A good working knowledge of Xplan is desirable (but not necessary)
- A good working knowledge of online provider platforms
- Ideally, a degree-level education and the Financial Planning Certificate (but not necessary)
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.
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