Financial Planning Administrator - Hybrid Working

Are you a financial planning administrator, looking for a new role with opportunities to develop onto paraplanning and study for industry exams, with a hybrid working pattern.

Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.

Duties for this role will include:

• To provide business support to Financial Advisers, working within the agreed business objectives
• Administrative support to encompass the processing of new business and client valuations
• To maintain and update client information.
• Letter of authority issue and chasing
• Chasing financial information from clients
• Provide outstanding customer service to meet expectations of clients, and colleagues.
• Timely and accurate processing of all client documents and returned queries to ensure that client’s needs are met.

The candidate:

• Good working knowledge of Microsoft Office & Outlook
• Relevant experience within Financial Services
• Experience with IO Intelligent Office would be an advantage

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

Hybrid working can be offered with this role, in the office 2 or 3 days per week.

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