Financial Planning Administrator

Financial Planning Administrator

Location: London (Hybrid: 3 days in the office, 2 days from home)

We are partnering with a highly regarded professional services firm based in London to recruit a Financial Planning Administrator.

About the Firm:

This firm is known for its comprehensive range of services, including accounting, tax advisory, and consulting solutions. They are committed to creating a positive and engaging work environment and place significant emphasis on their private client and financial planning arm.

Financial Planning Division:

The Financial Planning division is dedicated to providing comprehensive financial planning and advisory services to individuals, families, and businesses. This division focuses on helping clients navigate complex financial challenges, plan for the future, and maximise their financial well-being.

Role:

The firm is currently seeking a Financial Planning Administrator to join their team and support the Financial Planning Directors & Financial Planners. This role is crucial in bolstering the existing support function within the division.

Ideal Candidate:

• 2+ years of experience working within a Financial Planning business, providing support to Financial Advisers.
• A commitment to remain in this role for a minimum of 2 years.
• Strong organisational and communication skills.

Package:

• Salary: £35,000 to £40,000 (depending on experience)
• Annual Discretionary Bonus
• Exceptional Benefits Package including;
• 30 days holiday
• PMI
• PHI
• Exceptional Pension
• Flexi Bens