Financial Planning Administrator - Financial Planning -...

Career

You have 2-5 years experience as a Financial Planning administrator with fantastic knowledge of Financial Planning products and processes. You are looking to provide one-on-one support to one of our Financial Planners and their clients. You want to be part of a busy hub who love delivering a great client experience.

This is a fantastic opportunity for an individual looking to pursue a career in Financial Planning in our fast-paced and friendly London Head Office.

About the role
You are crucial to every step of the client journey, from diary management and administrative support to client relationship building and case management. As the first point of contact for clients, you will become an expert on our products and providers. Your role is not just support, it’s about building trust and delivering exceptional service at every touchpoint.

Accountabilities

• Liaise with 3 rd party providers and navigate provider platforms.
• Process new business applications.
• Co-ordinate Financial Planner’s diaries and arrange client meetings.
• Prepare documentation for client appointments and meetings e.g. annual review meeting packs.
• Respond to email enquiries and liaise directly with clients.
• Ensure all data entry is completed accurately and within specified timelines.

Skills and Experience

• Techy savvy with intermediate Excel skills - v:lookups and pivot tables.
• 2+ years experience in a Financial Planning administrator role.
• Knowledge of financial products: pensions, investments and protection.
• Good communication skills. Comfortable with numbers, and highly organised.
• Love it when you delight a client with great outcomes.
• Want to be part of a team that appreciates you – we know you as a person.

Benefits

• Competitive Pension Scheme - we contribute 6%, you 3%
• 26 days holiday plus bank holidays
• Private Medical Insurance
• Life Assurance (4x)
• Group Income Protection
• Work From Anywhere policy

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.