Financial Planning Administrator

1 month ago

Poole, Poole, United Kingdom Recruit UK Full time
Financial Planning Administrator

Recruit UK is excited to be working with a thriving Independent Financial Planning firm to recruit a Financial Planning Administrator for their friendly team in the Poole office. This firm prides itself on a client-centric approach, always putting clients' needs first.

This is an excellent opportunity to grow your career within a supportive and dynamic firm. As a Financial Planning Administrator, you will become part of a professional yet welcoming environment that values high-quality service and client satisfaction.

Key Responsibilities:
  • Provide administrative support to Financial Planners
  • Client liaison and communication
  • Assisting in preparing suitability reports
  • Preparation of meeting packs and annual review packs
  • Drafting letters and emails to clients
  • Maintain active monitoring of client-focused activity on platforms
  • Liaise with third-party providers
  • Anti-money laundering duties and compliance with FCA regulations
  • Stay up to date with relevant product, legislative, and technical changes
What We Offer:
  • Salary up to £30,000
  • Long-term career opportunities and internal progression
  • Cycle to work scheme and birthday off
  • 25 days annual leave plus bank holidays
Requirements:
  • Previous experience working as a wealth management administrator
  • Previous use of CRM systems, including X-Plan and Intelligent Office (desirable)
  • Proficient with Microsoft Office
  • Excellent understanding of Financial Planning
  • Attention to detail and ability to work independently and as a team

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