Financial Planning Administrator

Job Details

Reference ID 1719
Vacancy Location Gerrards Cross
Job sector
Job type
Remuneration Salary of up to £35,000 depending on experience


This Financial Planning Administrator job in Gerrard’s
Cross provides opportunity to join a growing, boutique financial planning firm

As a Financial Planning Administrator you will be
working directly with the Principal Financial Advisor to provide excellent
client service. Your key focus will be to provide detail orientated and timely
administrative support to assist the business running as smoothly as possible.
Your duties will include:

  • Assisting with diary
    management to organise client appointments
  • Prepare client meeting
    packs and obtain missing information prior to the appointments
  • Identifying upcoming tasks
    and completing them in a timely manner
  • Submitting new business
    and tracking cases through their client database
  • Input
    information onto sales system and platform system
  • Maintaining
    and updating client records
  • Responding
    to client queries and requests for information
  • Ensuring
    all tasks are completed in a compliant manner

Also, you will be working with
the Principal Financial Advisor in creating new administrative processes to develop
a smooth and efficient method of work.

Financial Planning Administrator Requirements

  • You should be an experienced Administrator within Financial
    Services, either within a financial planning firm or provider
  • This role requires you to be highly organised
  • You must be happy to work as part of a small team, and be happy to
    work together on the collective goal

The Company

This is a small boutique financial planning business
that was first established in 2011 by the Founder and Financial Advisor. The
Founder is passionate about offering each client, personalised solutions
matching their needs. They are currently in search for an experienced Financial
Planning Administrator to support the growth of this business.

Financial Planning Administrator Benefits

  • Salary of up to £35,000 depending on experience
  • Full-time or part-time option available
  • Fully office based with view to potential flexible working over
    long term
  • Progression to become a Financial Advisor or technical support if


Gerrards Cross 

Call us now on 0208 0044 154 or click Apply

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