We are currently working with an independent financial advice business based in South West London with over 30 years’ experience in providing financial planning solutions to individuals, families, trustees, accounts, and solicitors. The firm is looking to add a Financial Planning Administrator to their dynamic team.
You will:
- Oversee the day-to-day administrative tasks and scheduling for a busy Independent Financial Advisor (IFA).
- Offer support in preparing straightforward suitability reports, administrative tasks, and basic technical assistance for financial planners.
- Create and maintain simple suitability reports, spreadsheets, and other documents while proactively managing any associated risks to the business.
- Assist in drafting recommendations, including letters and basic reports, in collaboration with the team, while updating client files and CRM records.
- Communicate with clients, insurance companies, investment providers, platform providers, and other stakeholders or third parties.
- Regularly update and maintain CRM systems in compliance with company policies.
- Manage client documentation and data to ensure accuracy and compliance with regulatory standards.
The successful candidate will have:
- Previous experience in a comparable role within the financial services sector, preferably in financial planning or wealth management.
- Demonstrated expertise in pensions, life & protection, and investments.
- Strong organizational and administrative abilities with a keen eye for detail.
- Exceptional written and verbal communication proficiencies.
- Proficiency in Microsoft Office Suite, specifically Word, Excel, and Outlook.
- Familiarity with financial planning software and CRM systems is advantageous.
- Proficient in IT tools including Microsoft Office 365, Word, Excel, PowerPoint, Outlook, and CRM systems.
Their Offer:
- Base salary of £35,000, negotiable depending on experience and education
- Comprhensive benefits package
- Performance-based bonus
This is an opportunity for an Administration professional to step up to a position of responsibility and work alongside experienced Financial Advisors to ensure an A-tier client offering.
If this opportunity appeals to you, apply now.
Sector:
- Financial Services
