Financial Planning Administrator

2 weeks ago


Woking, Surrey, United Kingdom Financial Divisions Full time
Join Our Team as a Financial Planning Administrator

We are seeking a highly experienced Financial Planning Administrator to join our team at Financial Divisions. As a key member of our operations team, you will be responsible for conducting end-to-end administration across a broad range of advice support for all our advisers.

About the Role
  • Process new business and client servicing
  • Liaise with providers and clients
  • Update client information on internal CRM's
  • Prepare for annual reviews
  • Perform other reasonable duties to ensure the smooth running of the business
What We Offer
  • Attractive benefits package and holiday allowance
  • Full training and induction programme
  • Reporting into a dedicated Operations Manager

We are a boutique independent wealth planning firm with a solid operational and support function. Our team is dedicated to providing exemplary service to our clients, and we pride ourselves on our longstanding relationships with solicitors, accountants, and professional introducers in the local area.

If you are a highly experienced Financial Planning Administrator looking for a new challenge, please get in touch to discuss this opportunity further.



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