Financial Planning Administrator

Financial Planning Administrator

35hours - Mayfair - hybrid

We are working with a national financial planning firm that is seeking a Financial Planning Administrator to join their London office, based near Mayfair.
You’ll be supporting a Senior Financial Adviser alongside two existing administrators, providing high-quality administrative and client service support in a collaborative team environment.

Key Responsibilities

• Processing new business: investments, pensions
• Liaising with third party providers
• Administrative Support: Provide comprehensive administrative support to the financial advisors
• Client Servicing: Respond to client inquiries, address general service requests, and provide information on account balances, transactions, and administrative procedures.
• Document Preparation: Prepare and review necessary paperwork, including investment applications, client agreements, transfer forms, annual review packs
• Process Transactions: Facilitate client transactions, such as trade execution, account transfers, withdrawals, and contributions, ensuring accuracy and timely processing.

Benefits:

• Salary up to £35,000
• 35 hours - 9am to 5pm
• Hybrid (2days from home)
• 5 weeks holiday + bank holidays + duvet day on birthday + Christmas/new year closure
• Life Assurance
• Auto-enrolment pension
• Exam/study support

Apply today to be considered for this Financial Planning Administrator opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

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