Financial Planning Administrator

2 days ago


London, United Kingdom Heat Recruitment Full time

LocationLondon Salary £35000 - £38000 TypePermanent WorkplaceOn-Site Ref88657 Recruiter Managing This Role This is an exciting opportunity for an experienced Financial Planning Administrator to join a successful Advisory practice based out of their City of London office. Focusing on providing a high quality financial planning and investment management service, this firm has built a sound reputation within the industry with longstanding clients. You will be responsible for providing a first-class compliant support service to the busy financial advisers of the practice. Working within a friendly, and close-knit team this is a fantastic opportunity for a Financial Planning Administrator to come on board and share their knowledge with the existing team, helping them grow and develop. This will be a complex technical role, with exposure to more than the typical Financial Planning Administrator position. The firm allows the flexibility to work from home on Fridays. Whats needed to be considered? Previous experience within a Financial Planning Administrator role Confident with Administration tasks such as processing new business, client communications, chasing providers, dealing with platforms, utilising FE Analytics Knowledge of financial products, particularly Pensions and Investments Experience working in an Openwork Partnership firm would be ideal Team player, eager to share knowledge previously obtained as well as learn on the job



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