We’re currently working with an award winning Wealth Management business, to recruit for a Financial Planning Administrator based in Fareham, offering a base salary of up to £30,000 (potentially higher for exceptional candidates).
The Role
As a Financial Planning Support team member, you will play a critical role in providing comprehensive support to Financial Planners, ensuring clients receive the best possible service. Key responsibilities include:
- Building and maintaining strong relationships with Financial Planners and their clients.
- Collaborating with colleagues and support teams to ensure efficient administration that meets deadlines and service level agreements (SLAs).
- Assisting with client bank management, ensuring data accuracy, client segmentation, and excellent service delivery.
- Supporting the scheduling and preparation of annual reviews and client meetings.
- Managing diaries, coordinating schedules, and booking appointments as needed.
What’s On Offer
This role provides an excellent opportunity to work within a supportive and growth-oriented financial planning team, with the potential to make a significant impact on service delivery and client satisfaction.
Package and Benefits
- Base Salary: Up to £30,000 (higher for exceptional candidates).
- Hybrid Working: A balanced approach to home and office work.
- Work Anywhere: Opportunity to work anywhere in the EU for up to four weeks per year.
- Bonus: Discretionary annual bonus.
- Pension: Employer contribution of 6% (with 3% employee contribution).
- Holiday: 26 days, with the option to buy and sell holiday.
- Private Medical Insurance
- Life Assurance
- Group Income Protection
Ideal Candidate
The successful candidate will be organised, detail-oriented, and skilled in building and maintaining client relationships. Proficiency with Microsoft Office Suite and a collaborative approach to teamwork are essential. Experience in financial planning, wealth management, or a similar industry role is advantageous.
This is a fantastic opportunity to join a well-regarded team and grow your career within a collaborative, client-focused environment.
Sector:
- Financial Services
- Financial Planning
