Financial Planning Administrator

6 days ago


Reading, Reading, United Kingdom Premier Jobs UK Limited Full time

Financial Planning Administrator vacancy in a growing company near Reading.

You will be providing administrative support to a team of Financial Advisors, who provide holistic financial planning to clients. The company values the role you play and recognises your worth in helping the team deliver a quality service.

As a Financial Planning Administrator, you will undertake efficient administrative support, focusing on tasks such as:

  • Processing new business and chasing results
  • Obtaining illustrations, projections and valuations
  • Assisting with client queries and maintaining accurate information on the back office system
  • Preparing documents for suitability reports
  • Liaising with clients and providers
  • Preparing client meeting packs

The company supports your progression and is open-minded to your development into areas such as paraplanning, advice, compliance or management.

Requirements:

  • Experience as an Administrator in a financial planning firm
  • Good knowledge of financial planning processes and administration


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