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Financial Planning Administrator

2 months ago

Reigate, Surrey, United Kingdom Specialist Recruit Full time
Financial Planning Administrator

We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at a boutique Wealth Management firm near Reigate.

Key Responsibilities:

  • Provide administrative support to financial planners and paraplanners to ensure the delivery of high-quality financial advice to clients.
  • Manage and process pre-sale and post-sale administration, including data entry, report writing, and case management.
  • Assist with new business and review case administration, including submission of applications to providers and manual application forms.
  • Support the specialist paraplanner with investment strategy administration as required.
  • Perform general administrative duties when colleagues are absent.

Requirements:

  • Minimum of 12 months - 2 years' experience in a Financial Planning Advisers environment.
  • GCSE English & Math's (C or above).
  • Understanding of the financial planning process.
  • Analytical and ability to interpret data.

About Us:

We are a Specialist Recruit, a boutique recruitment agency specializing in financial services recruitment. We pride ourselves on our expertise and personalized approach to matching the right candidates with the right roles.