Financial Planning Administrator

Premier Jobs
10 Mar 2019
28 Mar 2019
Contract Type
Full Time
Opportunity for a Financial Planning Administrator to join a Chartered financial planning firm with an excellent friendly team environment

The Company

A long established and highly successful Chartered Financial Advice firm is seeking a Financial Planning Administrator to join their small, dedicated team. This is a busy general practice advising High Net Worth clients.

Roles and responsibilities as a Financial Planning Administrator

In your role as a Financial Planning Administrator you will be focused on providing effective support to enable high levels of technical financial advice to clients. This will be a varied role with your typical duties including:

* Inputting new and existing business into their CRM system and onto platform

* Platform account management including cash account management, fund switches, fund withdrawals

* Drafting suitability reports

* Preparing reports using Voyant

* Preparing client meeting packs

* Undertaking general office administration: document scanning, managing daily post

Training and Development

The business believes in offering professional development to their staff and support you in obtaining financial services qualifications. This could lead into a more technical focused role (such as Paraplanner) or lead to becoming a Financial Adviser

Requirements to be considered as a Financial Planning Administrator

You should have experience within a financial planning firm or IFA firm and have involvement in undertaking technical administration duties. This could also be of interest to a Paraplanner. As the office has a family feel, you should be a positive team player and able to work in a fast-paced environment.


* Salary of £30,000 to £32,500 plus company benefits

* Office based role with easy access to the office - parking available nearby.

* Normal office hours (9 – 5).

* You will be joining a happy and friendly team environment which prides itself on excellent employee retention

* Use of modern technology to assist with your duties


Chobham, Surrey

Call us now on (phone number removed) or click Apply

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