Our client an award winning, chartered and highly respected financial planning practice is seeking to recruit a Financial Planning Administrator to join their friendly team. The business has an excellent name in the industry, they are committed to providing first class holistic financial advice to their portfolio of HNW & UHNW clients.
Role overview
As a Financial Services Administrator, you will play a crucial role in supporting the overall practice. You will work very closely with a senior financial planner, providing essential support and liaising with high-net-worth (HNW) clients. This position is integral to ensuring the smooth operation and success of the practice.
Key Responsibilities
- Provide comprehensive administrative support
- Manage and maintain accurate client documentation and records
- Coordinate and schedule meetings, prepare reports, and handle correspondence
- Liaise with clients, addressing queries and providing timely updates
- Assist in the preparation and review of financial plans and reports
- Ensure compliance with all regulatory requirements and company policies
Ideal candidate
The ideal candidate will have a background in financial planning. However, candidates from wider financial services backgrounds such as investments, pensions, life & platform companies are also encouraged to apply. Additionally, ambitious graduates with relevant degrees in Economics, Mathematics, or Business who are eager to enter the financial services industry are welcome.
Qualifications & Skills
- Experience in financial planning or a related financial services field is preferred
- Strong organisational and time management skills
- Excellent communication skills, both written and verbal
- Proficiency in Microsoft Office and financial planning software
- Ability to work independently and collaboratively within a team
- A proactive and client-centric approach
What’s On Offer
- Basic salary to £32,000
- Discretionary bonus & company benefits
- Full on the job training & support
- A supportive and dynamic working environment
- Opportunities for professional development and career advancement
- The chance to work closely with industry leaders and high-net-worth clients
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
