Financial Planning Administrator

1 month ago


Taunton, United Kingdom Capio Recruitment Full time

**Job Title: Financial Planning Support Administrator**

**Location: Taunton**

**Salary: £26,000 - £30,000 + Bonus & Benefits**

Our client is searching to find a skilled and motivated Financial Planning Administrator to join the existing team in the South West and provide support to a number of existing Independent Financial Advisers, (IFA’s) and members of the Senior Leadership Team (SLT). You will play a pivotal role in providing comprehensive administrative support to existing clients while contributing to the overall success and growth of the business.

The firm has a fun, friendly and dynamic working environment, the company is big on rewarding high performers and is pushing to become the industry’s best place to work

**Key Responsibilities**:

- Provide high-level administrative assistance to your dedicated IFA, including but not limited to managing calendars, arranging client meetings, preparing reports, and handling correspondence.
- Utilise your technical proficiency in financial planning tools, software, and systems to streamline processes, analyse data, and assist in the creation of financial plans and investment strategies.
- Collaborate closely with the IFA in servicing client accounts, ensuring timely responses to client inquiries, managing documentation, and assisting in delivering exceptional client experiences.
- Work collaboratively with the senior leadership team, contributing insights, participating in strategy sessions, and supporting initiatives aimed at enhancing operational efficiency and business growth.
- Maintain a strong understanding of regulatory requirements within the financial services industry, ensuring all administrative practices and client interactions adhere to compliance standards.
- Foster a positive and engaging working relationship with the IFA, embracing their affinity for good-hearted banter while maintaining professionalism and delivering outstanding support.

This position offers an exciting opportunity to work closely with a dynamic IFA, contributing to the success of our business and enhancing client experiences through comprehensive administrative support and technical expertise.

If you are a hardworking, technically minded professional with a passion for providing exceptional support to IFAs and thrive in an environment that embraces camaraderie and good-hearted humour, then this is the role for you

**Synonyms**: Financial Planning Administrator, Financial Service Administrator, Wealth Management Administrator, Financial Planning Support, Client Services Associate

INDJOE#

**Benefits**:

- Company pension
- Health & wellbeing programme
- Private medical insurance

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Work Location: In person

Reference ID: TA9012



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