Financial Planning Administrator

Job Title: Financial Planning Administrator
Contract Type: Permanent
Location: Bracknell
Reference: 1245937
Contact Email:
Job Published: February 19, 2022 17:15

Job Description

My client an Independent Financial Advice Practice are recruiting an Financial Planning Administrator to join the team due to the companies continued success. You will be working as part of an administrative team you will play an active role in supporting both the paraplanners and financial advisers.  

You will assist in the processing of new business and the servicing of existing clients, adhering to strict FCA regulations and internal policy and procedure. Composing Letters of Authorities and chasing providers for the relevant policy information
Duties include:
  • Typing Fact finds and inputting client information and attaching documents to True Potential
  • Scanning and printing of documentation
  • Preparing and binding reports with all relevant documentation for client meetings
  • Assisting staff with their administration needs as and when required
  • Assisting with incoming and outgoing post
  • Sending applications to providers
  • Providing admin support for local marketing initiatives
  • Ensure all dealings with clients are carried out in a professional and courteous manner
  • Ensure all supporting documentation is maintained as per company procedures
  • Generally providing admin support to all advisers as and when needed
This is a Hybrid working role offering 2 days home based 3 days office based, we are looking for a candidate with current experience in a similar role within a financial planning practice. We can offer career development and exam support. Offering a salary of £27,000 - £30,000 dependent on experience

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