Financial Planning Administrator

4 days ago


Reigate, Surrey, United Kingdom Specialist Recruit Full time
Job Description

Job Title: Financial Planning Administrator - Boutique Wealth Management Firm

Job Type: Full-time

Location: Office-based, with hybrid schedule after probation period

About the Role:

We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at a boutique Wealth Management firm. As a key member of our financial planning team, you will provide administrative support to our advisers, paraplanners, and the practice to ensure our clients receive high-quality financial advice.

Key Responsibilities:

  • Prepare for client meetings, manage and process all aspects of pre-sale and post-sale administration to ensure cases are chased through the pipeline as quickly as possible.
  • Presale administration, including adding clients' information to our intelligent office database, creating and updating Wealth Report LOAs and Policy information checklists.
  • Basic report writing, including Fund Switches, Reviews, New money, etc.
  • New Business and Review Case administration, submission of applications to providers, online and complete manual application forms, ensuring cases are in force as soon as possible.
  • Assist specialist paraplanner with investment strategy administration where required.
  • Assist with general administration 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 Specialist Recruit, a leading recruitment agency specializing in financial services and wealth management. We are passionate about connecting talented professionals with exciting career opportunities in the industry.



  • Reigate, Surrey, United Kingdom Specialist Recruit Full time

    Job OverviewWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Specialist Recruit. As a key member of our team, you will provide administrative support to our financial planning team, ensuring the smooth delivery of high-quality financial advice to our clients.Responsibilities and DutiesPrepare and...


  • Reigate, Surrey, United Kingdom Specialist Recruit Full time

    Job OverviewWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Specialist Recruit. As a key member of our team, you will provide administrative support to our financial planning team, ensuring the smooth delivery of high-quality financial advice to our clients.Responsibilities and DutiesPrepare and...


  • Reigate, Surrey, United Kingdom Specialist Recruit Full time

    Job OverviewWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Specialist Recruit. As a key member of our team, you will provide administrative support to our financial planning team, ensuring the smooth delivery of high-quality financial advice to our clients.Responsibilities and DutiesPrepare and...


  • Reigate, Surrey, United Kingdom Specialist Recruit Full time

    Job OverviewWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Specialist Recruit. As a key member of our financial services team, you will play a crucial role in supporting our wealth management advisors and paraplanners in delivering exceptional client service.Responsibilities and DutiesPre-sale...


  • Reigate, Surrey, United Kingdom Specialist Recruit Full time

    Job OverviewWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Specialist Recruit. As a key member of our financial services team, you will play a crucial role in supporting our wealth management advisors and paraplanners in delivering exceptional client service.Responsibilities and DutiesPre-sale...


  • Reigate, Surrey, United Kingdom Specialist Recruit Full time

    Job OverviewOur boutique Wealth Management firm is seeking a skilled Financial Planning Administrator to provide high-quality support to our advisers and paraplanners. This role is 100% office-based during the probation period, followed by a hybrid schedule of 2 days per week for full-time employees.**Key Responsibilities:**Manage and process pre-sale and...


  • Reigate, Surrey, United Kingdom Specialist Recruit Full time

    **Job Summary**Specialist Recruit is seeking a highly skilled and organized Financial Services Coordinator to join our team. As a key member of our financial planning company, you will provide exceptional administrative support to our Financial Advisers and clients.**Key Responsibilities**Provide full administrative support to our clients, including...


  • Reigate, Surrey, United Kingdom esure Group Full time

    About the RoleWe are seeking a highly skilled Senior Financial Modeller to join our team at esure Group. As a key member of our Finance team, you will be responsible for leading the enhancement of our Financial Planning models in Anaplan, driving business growth and improvement through data-driven insights.Key ResponsibilitiesLead the development and...

  • Senior Auditor

    3 days ago


    Reigate, Surrey, United Kingdom Fletcher George Financial Recruitment Full time

    Exciting Career OpportunityFletcher George Financial Recruitment is seeking a highly skilled Senior Auditor to join our team of Chartered Accountants. As a Senior Auditor, you will play a key role in managing a portfolio of audit clients and ensuring the timely delivery of financial statements.Key ResponsibilitiesManage a portfolio of audit clients,...

  • Senior Auditor

    3 days ago


    Reigate, Surrey, United Kingdom Fletcher George Financial Recruitment Full time

    Exciting Career OpportunityFletcher George Financial Recruitment is seeking a highly skilled Senior Auditor to join our team of Chartered Accountants. As a Senior Auditor, you will play a key role in managing a portfolio of audit clients and ensuring the timely delivery of financial statements.Key ResponsibilitiesManage a portfolio of audit clients,...


  • Reigate, Surrey, United Kingdom Specialist Recruit Full time

    Job OverviewOur boutique Wealth Management firm is seeking a skilled Financial Planning Administrator to provide high-quality support to our advisers and paraplanners. This role is 100% office-based during the probation period, followed by a hybrid schedule of 2 days per week for full-time employees.**Key Responsibilities:**Manage and process pre-sale and...


  • Reigate, Surrey, United Kingdom Specialist Recruit Full time

    Our esteemed client, a well-established financial planning company, is seeking a highly skilled Client Support Administrator to join their team at Specialist Recruit. As a key member of the Client Support Team, you will provide exceptional administrative support to their Financial Advisers, ensuring seamless client service delivery.This is an exciting...


  • Reigate, Surrey, United Kingdom Specialist Recruit Full time

    Our esteemed client, a well-established financial planning company, is seeking a highly skilled Client Support Administrator to join their team at Specialist Recruit. As a key member of the Client Support Team, you will provide exceptional administrative support to their Financial Advisers, ensuring seamless client service delivery.This is an exciting...


  • Reigate, Surrey, United Kingdom Specialist Recruit Full time

    Our esteemed client, a well-established financial planning company, is seeking a highly skilled Client Support Administrator to join their team at Specialist Recruit. As a key member of the Client Support Team, you will provide exceptional administrative support to their Financial Advisers, ensuring seamless client service delivery.This is an exciting...


  • Reigate, Surrey, United Kingdom Specialist Recruit Full time

    Our esteemed client, a well-established financial planning company, is seeking a highly skilled Client Support Administrator to join their team at Specialist Recruit. As a key member of the Client Support Team, you will provide exceptional administrative support to their Financial Advisers, ensuring seamless client service delivery.This is an exciting...


  • Reigate, Surrey, United Kingdom Specialist Recruit Full time

    **Job Summary**Specialist Recruit is seeking a highly skilled and organized Financial Services Coordinator to join our team. As a key member of our financial planning company, you will provide exceptional administrative support to our Financial Advisers and clients.Key Responsibilities:Support the Financial Advisers by providing full administrative support...


  • Reigate, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job DescriptionJob Title: Experienced Financial Services CoordinatorCompany: Artemis Recruitment Consultants LtdJob Type: Full-timeLocation: Remote (with occasional on-site meetings)About the Role:We are seeking an experienced Financial Services Coordinator to join our team. As a key member of our financial services team, you will be responsible for...


  • Reigate, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job DescriptionJob Title: Experienced Financial Services CoordinatorCompany: Artemis Recruitment Consultants LtdJob Type: Full-timeLocation: Remote (with occasional on-site meetings)About the Role:We are seeking an experienced Financial Services Coordinator to join our team. As a key member of our financial services team, you will be responsible for...


  • Reigate, Surrey, United Kingdom Specialist Recruit Full time

    Job OverviewOur boutique Wealth Management firm is seeking a skilled Financial Planning Administrator to provide high-quality support to our advisers and paraplanners. This role is 100% office-based during the probation period, followed by a hybrid schedule of 2 days per week for full-time employees.**Key Responsibilities:**Manage and process pre-sale and...


  • Reigate, Surrey, United Kingdom Anchor Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Anchor. As an Administrative Assistant, you will play a vital role in ensuring the smooth operation of our administrative systems and processes.Key ResponsibilitiesImplement and maintain effective administrative systems and processes to meet the...