Financial Planning Administrator

Job Title: Financial Planning Administrator

Location: Harpenden

Salary: £25,000 - £32,000 per annum

About Us:

A leading financial planning firm based in Harpenden, dedicated to providing tailored financial advice and solutions to our clients. Our team is committed to excellence, and we pride ourselves on our supportive and dynamic work environment.

The Role: Seeking a meticulous and proactive Financial Planning Administrator to join a growing team. In this role, you will support the financial advisors in delivering top-notch service to the clients. Your responsibilities will include managing client records, preparing documents, handling client communications, and assisting with various administrative tasks to ensure the smooth operation of our office.

Key Responsibilities:

• Maintaining accurate and up-to-date client records.
• Preparing and processing financial documents.
• Liaising with clients and providers via phone and email.
• Assisting financial advisors with client meeting preparations.
• Managing client review processes and follow-up actions.
• Supporting the team with various administrative duties as required.

What We’re Looking For:

• Previous experience in a financial services administration role.
• Strong organizational skills and attention to detail.
• Excellent communication and interpersonal skills.
• Proficiency in Microsoft Office suite.
• Ability to work independently and as part of a team.
• Willingness to learn and pursue professional development.

Why Join Us?

• Support for Your Growth: We offer exam support and numerous progression opportunities to help you advance your career.
• Work-Life Balance: Enjoy 25 days of holiday plus bank holidays, your birthday off, and flexible working arrangements.
• Rewarding Environment: Competitive salary, discretionary bonus, and a chance to make a real impact within a supportive team.

How to Apply: If you are a dedicated and detail-oriented individual looking to grow your career in financial planning administration, we would love to hear from you. Please send your CV and a cover letter outlining your suitability for the role.