Financial Planning Administrator

2 weeks ago


Britain Roman province, United Kingdom Auxeris Ltd Full time

We are seeking an experienced Financial Planning Administrator to work for a highly reputable Wealth Management company in central London who have successfully delivered an excellent service for over 25 years, achieved by great work culture and people ethics,putting people at the heart of what they do and understanding the needs of others, to ensure their clients receive the best financial planning solutions.

Due to increasing demand for their services, this position has developed as a result of their growth planstrategy.

They operate with exceptional attention to detail to ensure their clients receive an excellent quality of service that is aligned with the client's best interest.

They are passionate about diversity and equal opportunities.


Exceptional employee performances do not go unnoticed, those who are able to demonstrate over-achievement, exceed expectations and KPI's consistently are acknowledged and rewarded with a clear career path to champion their successes.

Responsibilities (but not limited to)

  • Provide administration support across admin teams and support cover.
  • Ensure client data is accurately maintained on iO and Volume systems
  • Ensure client agreements and records are up to date on iO
  • Assist to produce client portfolio valuations and statements and assist with trades and portfolio rebalancing as directed
  • Close plans correctly on iO in a timely manner
  • Follow risk profiling procedures using FinaMetrica, record risk profile score in iO
  • Comply with FCA and internal compliance procedures, ensuring all client files and information remain compliant and confidential and internal procedures are followed
Experience and Qualifications

  • 2-3+ years experience within the independent sector of the financial services industry, ideally Wealth Management or in a relevant Financial Planning administration role
  • Knowledge covering pensions, investments, protection and the underwriting process is a significant advantage
  • Demonstrable experience of delivering client service at the highest level
  • Excellent written and verbal communication skills with high attention to detail
  • Excellent IT skills, being highly proficient in the use of Microsoft Office packages
  • Understanding of the needs of Financial Services teams and FCA rules and compliance
  • Relevant industry qualifications will be an advantage but are not essential.
The right person

  • Quick learner, adapting easily to new projects and the working styles of our different client teams, company practices and processes.
  • Work to pressing deadlines and be able to handle the pressure of working across a range of busy teams with complex client needs
  • Demonstrate an exceptional level of customer service
  • Have sound professional judgement, the ability to work well independently,, innovative and solutionfocused approach to problems


  • Britain (Roman province), United Kingdom Consumer Additions Full time

    Business partnering with key stakeholders, this role will play a pivotal part of financial based decision making for the short term and long term decisions in the business. Responsible for monthly consolidated management accounts & variance analysis Senior level stakeholder business partner on return on investment and business case appraisal Play a key...


  • Britain (Roman province), United Kingdom wagamama Full time

    FP&A Manager Opportunity at Wagamama Lead the financial planning process, including rolling forecasts, annual budget, and strategic plan Manage financial models for planning Monitor risks and opportunities, communicate with finance director Prepare business performance pack, analyze results, and engage stakeholders Oversee estates review process and capital...


  • Britain (Roman province), United Kingdom Jenson Fisher Consulting Ltd Full time

    My client is a London based full service boutique financial planning, investment planning and portfolio management business featuring inheritance tax planning, pension planning and tax efficient investments. They are a multi-award winning firm with a superbreputation within the industry.They do not require anyone with previous experience in the industry, but...

  • Financial Planner

    2 weeks ago


    Britain (Roman province), United Kingdom St. James's Place Full time

    Join Our Team as a Financial Planner at One Wealth in Canary Wharf Seeking a Financial Planner or aspiring adviser Required: level 4 Diploma in Regulated Financial Planning (RDR compliant) or equivalent Client centric approach and passion for finance Develop strong professional relationships with clients Understanding of client's circumstances and financial...

  • Financial Director

    2 weeks ago


    Britain (Roman province), United Kingdom Elements Green Full time

    Job Title: Finance Director at Elements Green Development Ltd About the Company: Elements Green is a leading UK-based, global solar and BESS investor and developer, headquartered in Mayfair, London, with a rich history dating back to 2008. Support the implementation of new financial processes across global subsidiaries Oversee financial planning,...


  • Britain (Roman province), United Kingdom CSC Full time

    Transaction Administrator (Senior) Company: CSC CSC is the world's leading provider of business, legal, financial, and digital brand services to companies around the globe. From keeping your business in compliance and streamlining operations, to protecting and promoting your brand online, we use our expertise and personal approach to help your business run...

  • Financial Accountant

    2 weeks ago


    Britain (Roman province), United Kingdom The Curve Group Full time

    Statutory Accountant - Retail Banking (12 month FTC) Our client, established in 2007, is among the rapidly expanding banks within the UK market. Specializing in personal and corporate savings solutions, along with providing financial support for both UK residential and commercial real estate ventures, they have now embarked on the hunt for a dedicated...


  • Britain (Roman province), United Kingdom Northreach Full time

    The Company We've teamed up with an innovative advisory services firm located in the heart of London. This company, known for its expertise in IT support and project management services, is seeking an Finance Admin to join their expanding team. Northreach is a dynamic recruitment agency that connects businesses with top talent in the cell & gene therapy,...


  • Britain (Roman province), United Kingdom Noble Recruiting Full time

    Project ADministrative Assistant3 Month ContractLocation: WC1B 5BP£ £20.12 p/HourOur client:Our client is one of the largest univerisites in the UK, based in London and looking to hire a Projective Administrative Assistant to join their busy team.Main purpose of the role:You will be supporting the administration of all elements of the project, working...


  • Britain (Roman province), United Kingdom Auxeris Ltd Full time

    We have a great opportunity for a Junior/Trainee Paraplanner to join a boutique Wealth Management Consultancy company, with an office location in London. Our client has maintained a successful reputation for delivering first class service for over 25 years,built upon their strong ethical work culture, putting people at the heart of what they do, taking time...


  • Britain (Roman province), United Kingdom Computappoint Full time

    SQLServer Database Administrator Hybrid Model: 3 days per week in Central London, 3 days remote Working Hours: On call aspect to the role, standard office hours other than when on-call. SQLDBA, SQLVersions (Up to 2019), PowerShell, Backups, System Monitoring, Patching, Clustering My client, a globally renowned financial organisation, is seeking an...


  • Britain (Roman province), United Kingdom Morgan Hunt Recruitment Full time

    We have a current opportunity for a Front Office Administrative Officer on a temporary basis. The position will be based in Sale. For further information about this position please apply.Front Office Administrative Officer3 Months rolling contractStart date 13/02/2023London£19.84 per hour + holiday pay36.50 hours - Hybrid 2 days onlineMorgan Hunt are...


  • Britain (Roman province), United Kingdom SOAS, University of London Full time

    Department: Student Advice and WellbeingContract Type: PermanentSalary: Grade 6 : £ £39,213.82 Including London AllowanceHours: 21 hours per week, 3 days per weekSOAS University of London is the leading Higher Education institution in Europe specialising in the study of Asia, Africa and the Near and Middle East. SOAS University of London is positioned to...

  • Trainee Paraplanner

    2 weeks ago


    Britain (Roman province), United Kingdom Recruit Wealth Full time

    Our North London, Financial Planning client is an award winning practice who have recently gone through expansion with a new investor. Their future is secure, as they continue to offer best advice in all areas of investment, pension, protection and estateplanning to both corporate and individual clients.As a business they are passionate about client service...


  • Britain (Roman province), United Kingdom Foundry Full time

    Systems Administrator at FoundryThe Systems Administration team at Foundry is responsible for maintaining and supporting the company's endpoint computing workstations and core infrastructure systems.The ideal candidate for this role will be passionate about Systems & Network administration. Previous experience in installing, using, and maintaining enterprise...


  • Britain (Roman province), United Kingdom Graff Search Full time

    Graff Search are delighted to be partnering with this leading business law firm in London in the search for an experienced Risk & Compliance Officer with sound knowledge of SRA regulations. This organisation has been in operation for over 3 decades and specialise in both legal and business advisory services across a number of Financial Services sectors...

  • Senior Architect

    2 weeks ago


    Britain (Roman province), United Kingdom La Fosse Full time

    Join Us as a Network Architect at a Leading Financial Services Organisation! La Fosse has teamed up with a top player in the financial services industry, focused on modernizing its network and security setup to back up business expansion and a cloud-first approach. As the Network Architect, you'll have a crucial role in crafting and executing the new network...

  • IT Support Engineer

    2 weeks ago


    Britain (Roman province), United Kingdom Recruit Wealth Full time

    Our national Financial Planning and Investment Management client is currently going through rapid expansion, being on course to become one of the leading, prominent brands in Financial Services.Their aim is to deliver sophisticated financial planning and investment management solutions through technology led services to enhance client experiences whilst...


  • Britain (Roman province), United Kingdom Brook Street Full time

    you're looking for a rewarding role that offers the chance to turn people's lives around, this could be the role for you We have anexciting and challengingnew job opportunity for an Approved premises Finance Officer to join one of our law enforcement/ rehabilitation service Government clients in Camden North London This is afull-time temporary role for an...


  • Britain (Roman province), United Kingdom Natixis Investment Managers Full time £35,000

    At Natixis Investment Managers, we continuously work to create an environment that promotes diversity and inclusion in all its forms, across gender, race, religion, sexual orientation, disability, ethnicity and background. We believe this creates equal opportunities for our employees — and better outcomes for our clients and communities. We currently have...