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Financial Planning Administrator

2 months ago

Newbury, West Berkshire, United Kingdom mbf. Full time

Job Title: Financial Planning Administrator

Location: Hybrid - 1 day in office, 4 days remote (initial training in-office 2/3 days per week)

Salary: Up to GBP35,000 + Bonus and Company Benefits

About the Company:

Our client is a boutique, highly successful financial services organization that prides itself on providing exceptional service to its clients. This is a fantastic opportunity to become a key player in a thriving company with a strong commitment to employee development and flexible working.

Role Overview:

As a Financial Planning Administrator, you will play a crucial role in supporting a team of successful financial planners and their clients. You will be responsible for delivering high-quality administrative support, ensuring that client relationships are managed effectively and efficiently. This position offers excellent flexibility, with the opportunity to work from home four days a week and only one day in the office, although during the initial training period, you will be required to work in the office 2-3 days per week.

Key Responsibilities:

  • Providing full administrative support to a team of financial planners.
  • Maintaining client records and ensuring all data is up-to-date and compliant.
  • Supporting the wider team with various administrative tasks and projects.

Requirements:

  • Previous experience as a Financial Planning Administrator or in a similar financial services role.
  • Proficiency in using financial planning software and Microsoft Office.
  • A reasonable commuting distance from the office location for the training period.

Benefits:

  • Competitive basic salary up to GBP35,000 per annum.
  • Performance-based bonus.
  • Flexible working arrangements.

About the Opportunity:

This is an excellent opportunity for an experienced Financial Planning Administrator to join a reputable and forward-thinking financial services organization. If you are looking for a new challenge with a company that values employee development and flexible working, we would love to hear from you