Financial Planning Administrator
This is an exciting opportunity for a Financial Planning Administrator to join a successful Advisory practice based out of their very centrally located office in Bank, the City. Focusing on providing a high quality financial planning and investment management service, this firm has built a sound reputation within the industry with longstanding clients.
This role would be ideal for someone in a like-for-like position OR, the company can also support someone making the move into holistic Financial Planning with prior background at a Platform or Provider firm in Pensions or Investments.
You will be responsible for providing a first-class compliant support service to two of the busy financial advisers of the practice. Working within a friendly, and close-knit team this is a fantastic opportunity for a Financial Planning Administrator to come on board and share their knowledge with the existing team, helping them grow and develop.
This will be a complex technical role, with exposure to more technical work (such as some report writing) than the typical Financial Planning Administrator position.
The firm allows the flexibility to work from home on Fridays.
What’s needed to be considered?
- Previous experience within a Financial Planning Administrator role is ideal, or experience working within a Provider/Platform in Investments or Pensions
- Confident with Administration tasks such as processing new business, client communications, chasing providers, dealing with platforms, utilising FE Analytics
- Knowledge of financial products, particularly Pensions and Investments
- Team player, eager to share knowledge previously obtained as well as learn on the job
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.
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