Our client is a leading Financial Planning Business, currently seeking to recruit for a Senior Financial Planning Administrator to join their team in London.
Our client is a thriving and client-focused financial planning firm dedicated to helping individuals and families achieve their financial goals. With multiple offices strategically located throughout the UK, they provide comprehensive financial planning services to a diverse range of clients.
Your Role:
- As a Senior Financial Planning Administrator, you will play a pivotal role in our organization. Your responsibilities will include:
- Client-Centric Support: Providing top-notch support to our financial advisors, ensuring clients receive a seamless and exceptional experience.
- Administrative Excellence: Managing client files, preparing documentation, and maintaining accurate records to facilitate efficient financial planning processes.
- Compliance: Ensuring that all regulatory and compliance requirements are met, giving clients peace of mind in their financial journey.
- Team Collaboration: Working closely with our dynamic team of financial professionals to drive success and growth.
What We Offer:
- Hybrid Work Environment: Enjoy the flexibility of working from our bustling London office while also having the opportunity to work remotely two days a week.
- Competitive Salary: Your expertise and dedication will be rewarded with a competitive salary of up to £45,000, reflecting your value to our organization.
- Career Growth: We are committed to fostering your professional growth and offer opportunities for career advancement within our organization.
- Dynamic Work Culture: Join a team of like-minded professionals who are passionate about financial planning and dedicated to making a difference in our clients' lives.
Requirements:
- To excel in this role, we're seeking candidates who possess the following qualifications:
- Proven experience as a Financial Planning Administrator, ideally in a similar capacity.
- A strong understanding of financial planning and investment processes.
- Exceptional organizational skills and attention to detail.
- Excellent communication and interpersonal abilities.
- Knowledge of relevant compliance and regulatory standards.
- A dedication to maintaining the highest ethical standards in all interactions.
Package
- To £45,000 base salary
- Pension
- DIS
- PMI
- Holiday
- Annual Bonus
- Flexibens scheme
Sector:
- Financial Services
- Financial Planning