Financial Planning Administrator

3 weeks ago

United Kingdom Burford Recruitment Company Full time

2 days ago Be among the first 25 applicants

The Burford Recruitment Company provided pay range

This range is provided by The Burford Recruitment Company. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range
  • Regular team events

Hybrid working

  • Development opportunities
  • Regular team events

A financial planning firm based in Long Hanborough, Oxfordshire, are seeking a motivated and detail-oriented Financial Planning Administrator to join their company.

The Financial Planning Administrator will play a crucial role in supporting our financial planners and ensuring the smooth operation of our office. This is an excellent opportunity for an individual with strong administrative skills and a background in financial planning, or wealth management to develop their career in the industry.

Responsibilities:

  • Provide administrative support to financial planners, including preparing client meeting packs, processing new business applications, and maintaining client records.
  • Assist with client communication and correspondence, including responding to client queries and scheduling appointments.
  • Liaise with product providers and other third parties to gather information and documentation.
  • Prepare and process client documentation, including financial planning documents, and compliance paperwork.
  • Assist with the implementation of financial plans, including setting up client accounts, processing transactions, and monitoring progress.

Requirements:

  • Experience in a similar administrative role within financial planning is essential.
  • Knowledge of Intelligent Office is required.
  • Strong organisational skills with the ability to prioritise tasks and manage deadlines effectively.
  • Excellent attention to detail and accuracy
  • Excellent communication skills, with the ability to interact professionally with clients and colleagues.
  • A proactive and self-motivated approach, with the ability to work as part of a small team
Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Finance and Sales
  • Industries Accounting

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