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Financial Planning Administrator
Job Type: Full-time, Permanent
Location: City of London
Salary: £30,000-£35,000 (depending on experience)
About the role:
We are seeking a dedicated Financial Planning Administrator to join our well-established and esteemed firm of financial planning consultants, based in the heart of the City of London. We have a wealth of experience in personal and corporate financial planning. Our ethos is rooted in providing a high-quality, superior service to each of our clients. This is an exciting opportunity to play a key role in supporting one of our Practice Principals with day-to-day business administration, ensuring smooth operations with the firm.
This is an ideal role for someone with strong administrative experience who is looking for a position where they can take full ownership of their responsibilities. Industry experience is beneficial, but more importantly, we are seeking someone with a 'can-do’ attitude and a passion for supporting others in an administrative capacity.
Responsibilities:
- Facilitating the efficient processing of new and existing business
- Processing financial transactions and investments with minimal supervision
- Monitoring workflow to ensure high standards are maintained and deadlines are met
- Maintaining the internal CRM database and upkeeping transactional records
- Preparing Annual Review and Suitability Reports
- Perform basic mathematical calculations
- Proactively auditing and reviewing client files
- Liaising directly with clients and their financial advisors.
Required Skills & Qualifications:
- IT literate; proficient in Microsoft Office 365 (Outlook, Word, Excel)
- Previous administrative experience.
- Strong organisational and communication skills.
- Ability to prioritise workload and multitask effectively.
- Attention to detail and confidence in using the telephone.
- Problem-solving abilities with a proactive attitude.
- Adaptability to changes in systems and processes.
- Willingness to learn.
- A genuine desire to help others.
Benefits:
- Performance based bonus.
- Opportunities for professional growth and development.
- Work from home on Fridays.
- Company pension via salary sacrifice.
- Supportive team environment.
If you’re looking for a rewarding opportunity and want to be a part of a friendly team, we would love to hear from you! Please submit your application and we will be in touch!
