Financial Planning Administrator

3 weeks ago


Southwark, United Kingdom Heat Recruitment Full time

This is an opportunity for an experienced Financial Planning Administrator to join a successful Financial Planning firm, based out of their Southwark, Central London office. This firm is part of a network listed on the FTAdviser's Top 100 list for 2023.

The company is looking for a Financial Planning Administrator (or IFA Administrator) to provide a first-class compliant support service to the 6 Financial Advisers of the practice enabling them to deliver appropriate advice and solutions to clients in allareas of financial planning.

Working within a friendly, and close-knit, 'family style' team this is a fantastic opportunity for a Financial Planning Administrator to come on board and share their knowledge with the existing team, helping them grow and develop.
Study and exam support is strongly supported. Progression and support to move you to an Adviser position in time is also available.

**Role Responsibilities**
- Directly support 1 Financial Adviser
- Arrange client reviews
- Processing of new business
- Sending out LOAs / chasing policy information from providers
- Utilizing the back office system to update client information
- Ad hoc support to the Office Manager and wider office
- Obtain information, quotes, illustrations and product details, for comparisons and analysis

**What’s needed to be considered?**
- 1-2 Year's experience working in a Financial Planning firm
- Knowledge of financial products, particularly Pensions and Investments
- Team player, eager to share knowledge previously obtained as well as learn on the job

**What next?**

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
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