Financial Planning Administrator

4 hours ago


Doncaster, Doncaster, United Kingdom Capio Recruitment Financial Planning Full time

Job Title: Financial Planning Administrator

Salary: £25,000 - £30,000

Location: Doncaster

A reputable financial planning firm is seeking an experienced administrator to join their back-office team. The ideal candidate will have a strong background in financial services and be able to provide exceptional support to the firm's financial planners and paraplanners.

The role will involve managing a variety of administrative tasks, including client onboarding, data entry, and document management. The successful candidate will be highly organized, have excellent communication skills, and be able to work effectively in a fast-paced environment.

The firm offers a competitive salary and a friendly, collaborative culture. They are committed to promoting talent internally and providing opportunities for career growth and development.

Key Responsibilities:

  • Provide administrative support to financial planners and paraplanners
  • Manage client onboarding and data entry processes
  • Maintain accurate and up-to-date records and documents
  • Communicate effectively with clients and internal stakeholders
  • Contribute to the development of the firm's administrative processes and procedures

Requirements:

  • Experience working in a financial services firm
  • Strong administrative and organizational skills
  • Excellent communication and interpersonal skills
  • Ability to work effectively in a fast-paced environment
  • CF1, R01 or equivalent qualification desirable


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