Financial Planning Administrator

Financial Planning Administrator

Location: West End, Londo

nHours: Full-Time | Monday to Friday | 8:30am – 5:30p

mBenefits: Private Medical Insurance, Gym Membership, Bonus Scheme, Pension & Professional Qualifications Suppor

t
Kickstart Your Career in Wealth Manageme

nt
An exciting opportunity has arisen for a highly organised and motivated Financial Planning Administrator to join a growing and successful wealth management firm in London. We would also consider a new graduate looking for their first role with a general interest in wealth manageme

nt.
This role is ideal for someone with a genuine interest in financial planning who is looking to build a long-term career within the financial services industry. Working closely with experienced Financial Planners, you will play a key role in supporting clients and ensuring the smooth delivery of financial planning servi

ces.
The

Role
As a Financial Planning Administrator, you will provide both administrative and client servicing support to the Financial Planning team while helping to maintain the highest standards of client care and operational effic

iency.
Key responsibilities i

• nclude:
  Supporting Financial Planners with day-to-day client servicing act
• ivities.Preparing client meeting packs and supporting docume
• ntation.Liaising with pension providers, investment companies and other financial institutions to obtain client info
• rmation.Maintaining accurate client records and updating internal
• systems.Producing high-quality written correspondence for clients and pr
• oviders.Assisting with new business submissions and application pro
• cessing.Managing administrative workflows and workload pri
• orities.Handling general office administration, including post, stationery orders and reception
• duties.Supporting the team in delivering an exceptional client exp

erience.

About You
To be successful in this role, you

• will have:A genuine interest in Financial Planning and Wealth M
• anagement.Strong organisational and time manageme
• nt skills.Excellent attention to detail and
• accuracy.Outstanding written and verbal communicati
• on skills.The ability to work independently and manage competing p
• riorities.A proactive, positive and "can-do"
• attitude.High levels of discretion when handling confidential in
• formation.Strong Microsoft Office skills, including Word, Excel an

d Outlook.
What'

• s On Offer?
  Competi
• tive salary.Pension contributions f
• rom day one.Private Medical Insurance afte
• r probation.Death in Se
• rvice cover.Gym
• membership.Discretionary bonus scheme paid t
• wice yearly.Ongoing support towards industry-recognised professional qua
• lifications.Clear opportunities for career development within a growing wealth manageme

nt business.
This is a fantastic opportunity for an ambitious individual who is looking to establish a successful career within financial services and wealth management while gaining valuable exposure to financial planning professionals

and clients.
Benefits: Private Medical Insurance, Gym Membership, Bonus Scheme, Pension & Professional Qualific