Financial Planning Administrator

Financial Planning Administrator

Job Type: Full-time, Permanent

Location: City of London

Salary: £30,000-£35,000 (depending on experience)

About the role:

We are seeking a dedicated Financial Planning Administrator to join our well-established and esteemed firm of financial planning consultants, based in the heart of the City of London. We have a wealth of experience in personal and corporate financial planning. Our ethos is rooted in providing a high-quality, superior service to each of our clients. This is an exciting opportunity to play a key role in supporting one of our Practice Principles with day-to-day business administration, ensuring smooth operations with the firm.

This is an ideal role for someone with strong administrative experience who is looking for a position where they can take full ownership of their responsibilities. Industry experience is beneficial, but more importantly, we are seeking someone with a 'can-do’ attitude and a passion for supporting others in an administrative capacity.

Responsibilities:

• Facilitating the efficient processing of new and existing business
• Processing financial transactions and investments with minimal supervision
• Monitoring workflow to ensure high standards are maintained and deadlines are met
• Maintaining the internal CRM database and upkeeping transactional records
• Preparing Annual Review and Suitability Reports
• Perform basic mathematical calculations
• Proactively auditing and reviewing client files
• Liaising directly with clients and their financial advisors.

Required Skills & Qualifications:

• IT literate; proficient in Microsoft Office 365 (Outlook, Word, Excel)
• Previous administrative experience.
• Strong organisational and communication skills.
• Ability to prioritise workload and multitask effectively.
• Attention to detail and confidence in using the telephone.
• Problem-solving abilities with a proactive attitude.
• Adaptability to changes in systems and processes.
• Willingness to learn.
• A genuine desire to help others.

Benefits:

• Performance based quarterly bonus.
• Opportunities for professional growth and development.
• Work from home on Fridays.
• Company pension via salary sacrifice.
• Supportive team environment.

If you’re looking for a rewarding opportunity and want to be a part of a friendly team, we would love to hear from you! Please submit your application and we will be in touch!