Financial Planning Administrator

• Hybrid working


• Development opportunities


• Regular team events

A financial planning firm based in Long Hanborough, Oxfordshire, are seeking a motivated and detail-oriented Financial Planning Administrator to join their company.

The Financial Planning Administrator will play a crucial role in supporting our financial planners and ensuring the smooth operation of our office. This is an excellent opportunity for an individual with strong administrative skills and a background in financial planning, or wealth management to develop their career in the industry.

Responsibilities:

• Provide administrative support to financial planners, including preparing client meeting packs, processing new business applications, and maintaining client records.


• Assist with client communication and correspondence, including responding to client queries and scheduling appointments.


• Liaise with product providers and other third parties to gather information and documentation.


• Prepare and process client documentation, including financial planning documents, and compliance paperwork.


• Assist with the implementation of financial plans, including setting up client accounts, processing transactions, and monitoring progress.

Requirements:

• Experience in a similar administrative role within financial planning is essential.


• Knowledge of Intelligent Office is required.


• Strong organisational skills with the ability to prioritise tasks and manage deadlines effectively.


• Excellent attention to detail and accuracy


• Excellent communication skills, with the ability to interact professionally with clients and colleagues.


• A proactive and self-motivated approach, with the ability to work as part of a small team.