Financial Planning Administrator

Full or part time position

Are you passionate about Financial Planning and looking for a supportive work environment? Look no further! We are working with a dynamic and growing company who specialise in wealth management and tax planning (Financial advice) and they are excited to welcome a new Financial Planning Administrator/ Trainee Paraplanner to their team. This could be in a full or part time capacity (e.g. 4 or 5 days)

They are a thriving company with a 40 year history, and are a team of 27 dedicated and friendly professionals who are committed to excellence. They have a collaborative and welcoming work culture coupled with a down to earth family feel approach. They even arrange teammystery days for staff which have historically been anything from quad biking to cookery! Your soon to be manager has a supportive management style and cares about ensuring staff feel valued.

As a Financial Planning Administrator, you will play a crucial role in supporting a dedicated financial adviser. Your responsibilities will include:

• Processing and submission of new business
• Completion of client servicing processes
• Dealing with client queries and liaising with financial product providers
• Undertaking relevant research for the financial adviser
• Managing client documentation and ensuring accuracy and compliance with relevant regulatory deadlines
• Coordinating meetings and appointments for the financial adviser.
• Providing general administrative support

As a Financial Planning Administrator you will have:

• Experience as a paraplanner OR related supporting IFA administrative experience.
• Strong numeracy and organisational skills as well as attention to detail.
• Excellent communication and interpersonal skills.
• Experience of using CRM databases and Microsoft Office Suite.
• Positive attitude and the ability to work collaboratively in a team-oriented environment.

What this company offers:

• Base salary of up to GBP26k (depending on experience) plus bonuses (worth up to GBP8.5k of which GBP3,600 is non taxable) if full time.
• 25 days holiday plus bank holidays
• Hybrid working 3 day office, 2 days at home, after initial training
• Pension scheme
• Funded Socials and Mystery Days
• Subsidised Gym Membership
• Health Scheme with access to counselling
• Charity Fundraising Events
• The odd gift here and there
• Monthly Team Superstar Cash Award
• Opportunities for professional development e.g. CII Level 4 Diploma in Financial Planning
• A positive and inclusive work environment with a focus on supporting employees

services # Pension # Tax