Financial Planning Administrator

3 months ago

Berkhamsted, United Kingdom MB Fitzgerald Full time

We are currently partnering with a highly regarded Investment Management & Financial Planning organisation based in Rickmansworth to recruit for a Financial Planning Assistant. This role is flexible and offers hybrid working with up to two days each week working from home.

If you are seeking an opportunity to join a forward-thinking business and progress your career in the financial planning industry, this position may be of interest to you.

As a Financial Planning Assistant at our client's Berkhamsted office, you will provide crucial support to the Financial Planners on a daily basis. This role would suit either an experienced Financial Planning Administrator who is seeking a new challenge within a similar role, or a Junior Financial Planning Administrator who's seeking to take the next step in their career, by joining a leading business which offers excellent progression.

Key Responsibilities:

- Complete presale administration tasks, including adding clients' information to the intelligent office database and creating/updating wealth reports.
- Prepare and gather information such as Letter of Authorities (LOAs) and policy information checklists.
- Undertake meeting preparation and present information to advisers in readiness for client meetings.
- Assist with basic report writing, which may involve fund switches, reviews, new money, etc.
- Conduct basic research using tools such as FE, Defaqto, and Cashcalc.
- Maintain client files, ensuring compliance with regulatory standards.
- Provide support to specialist paraplanners with investment strategy administration when required.

**Benefits**:

- Competitive salary up to £35,000
- Hybrid work arrangement with the option to work from home 2/3 days per week (after training)
- 25 days of basic holiday plus bank holidays
- Ability to purchase additional holiday (upon passing probation)
- Life cover equivalent to 3 times your salary
- Pension scheme
- Financial support for CII exams

If you are looking for a challenging and rewarding role within a well-established organisation that values career progression and work-life balance, we encourage you to apply.

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