Our client is a highly successful, Chartered and fully independent wealth management organisation. Due to continued growth, they are now seeking to recruit an additional Financial Planning Administrator to join a busy team.
This is an exciting opportunity to become part of a growing firm with an outstanding reputation in the industry. You will work closely with a team of successful Financial Planners, playing an integral role in the advice process and ensuring a seamless client experience.
The Role:
- Provide administrative support to Financial Planners and the wider support team
- Prepare and maintain client records and documentation
- Liaise with providers, clients, and internal teams to ensure smooth case progression
- Support the production of client reports and presentations
- Contribute to the delivery of an excellent client service at all times
About You:
- Previous administration experience within financial planning, wealth management, or a related professional services environment
- Strong organisational skills with excellent attention to detail
- Confident communicator, able to build relationships with clients and colleagues
- Proficient IT skills, including Microsoft Office
- A team player with a proactive, flexible attitude
- Able to work autonomously from home
What’s on Offer:
- Basic salary to £27,000 (dependent on experience)
- Discretionary annual bonus
- Strong company benefits package
- Flexible working hours with start/finish time adjustments available
- Home based role with occasional travel to the office for training and team meetings
This is a fantastic opportunity for an Administrator who wants to be part of a forward-thinking, client-focused wealth management practice, where your contribution will be valued and your career supported.
Sector:
- Financial Services
- Financial Planning
