Financial Planning Administrator

5 days ago

Reigate, Surrey, United Kingdom Specialist Recruit Full time

Financial Planning Administrator

**Job Summary**

We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at a boutique Wealth Management firm near Reigate. As a key member of our administration team, you will play a vital role in supporting our financial planning advisers and paraplanners in delivering high-quality financial advice to our clients.

**Key Responsibilities**

* Prepare for client meetings by gathering and organizing relevant information and documents
* Manage and process pre-sale and post-sale administration, ensuring cases are chased through the pipeline efficiently
* Create and update Wealth Reports, LOAs, and Policy information checklists
* Assist with basic report writing, including Fund Switches, Reviews, and New Money
* Support the specialist paraplanner with investment strategy administration as needed
* Provide general administrative support to colleagues when required

**Requirements**

* Minimum of 12 months to 2 years' experience in a Financial Planning Advisers environment
* GCSE English and Math's (C or above)
* Strong understanding of the financial planning process
* Analytical and data interpretation skills

**What We Offer**

* A dynamic and supportive work environment
* Opportunities for professional growth and development
* Competitive salary and benefits package

**If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.

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