Financial Planning Administrator

Experienced financial planning administrator required. Hybrid working 2 days in the office/3 days at home. Join a busy firm of City financial planners and take your career to new heights.

Are you the steady, reliable, experienced, and safe pair of hands we are looking for?

Are you happy working in administration and support or would you like to progress your career and take on more responsibility? Whatever your career goals, you can achieve them with us!

This is a fantastic opportunity to join a company that places great importance on mentorship and training. We like to recruit aspirational individuals and well support you in your career with us. If you are hardworking and share our core values, you can achieve your career goals with us.

The role

Working closely with the Managing Director and senior financial planner, this role will involve providing a full range of administration and paraplanning support.

Duties will include:

• Booking client appointments and annual reviews.
• Preparing annual reviews.
• Writing reports for new business, pension switches, ISA switches and protection.
• Handling paperwork and plan implementation.
• Submitting LOAs and chasing for information.
• Managing the back-office system and keeping files up to date.
• Processing new business through to completion.

Essential Skills

• At least two years experience working in a UK financial planning firm.
• Financial Planning Level 4 qualification or progress towards it.
• Wealth management administration and/or paraplanning experience.
• A good knowledge of business submission to a variety of providers.
• Cashflow forecasting preferably CashCalc.
• Investment and fund comparison knowledge and experience preferably using FE.
• Share our aspirational, resilient, and dynamic core values.
• Dedicated, adaptable and committed to continuous personal development.
• Excellent communication skills and able to build client trust and confidence.
• Strong attention to detail, an organised approach and able to prioritise and remain calm under pressure.
• Good Microsoft and diary management skills.

Benefits

Pension, study support with industry exams

Keywords: Investment, Administrator, Pensions, Funds, Portfolios, Client Service, Finance, Sales Support, Diploma, Trainee Adviser, Financial Planner, Paraplanner, Wealth Manager.

About Company

We are a City of London business, part of the renowned Quilter Group with our office based in Quilters London HQ. We specialise in helping London based corporate executives, small business owners and professionals with their financial planning needs. We have a strong set of core values, and our aim is to provide a valued holistic financial planning service to mass affluent, time poor London professionals. We accompany our clients on their journey with us which often starts with mortgage advice and moves to wealth management and other complex financial advice needs. We are a great business run by ambitious and resilient individuals and have a clear plan for our growth over the next few years.

To Apply

If you have the unrestricted right to work in the UK and believe you have the skills and experience to thrive in this role, please submit your tailored CV, highlighting your relevant experience and key achievements. Our application process is designed to be fair, straightforward, and inclusive. If you require any reasonable adjustments during the application or interview process, please let us know. Please state clearly on your CV where you live.

This advert will remain open for 42 days, but we encourage early applications as the interviewing process may begin at any time. Only shortlisted candidates will be contacted.