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Financial Planning Administrator
2 months ago
Recruit UK is working with a leading Chartered financial planning practice to find an experienced Financial Planning Administrator to join their team in Burnham-on-Sea.
About the Role:
- Provide administrative support to financial advisers, ensuring smooth operations within the firm.
- Manage client data, update records, and maintain compliance documentation.
- Liaise with clients and third parties to gather necessary information.
- Process new business applications and manage the workflow.
- Support advisers with diary management, meeting arrangements, and preparation of client-facing documents.
- Optimise back-office systems and maintain compliance standards.
Benefits:
- Competitive salary
- Support environment for career progression & qualifications within work hours
- Hybrid working and carpool options for people travelling from Bristol
- Opportunity to progress within the company to Paraplanning and Advice
- Generous benefits including PMI, pension, and support
- Chartered and Top Rated firm
Requirements:
- Previous experience in a financial planning or IFA environment
- Excellent IT, communication, and organisational skills
- Proficient in using financial advice software
- Strong attention to detail and a proactive approach
