Financial Planning Administrator

About the opportunity:

We are working as an internal recruitment partner for an established and reputable firm within the financial services sector.

We are presenting an exciting opportunity for a meticulous Financial Planning Administrator to join the friendly and supportive team based in Peterborough.

As the Financial Planning Administrator, you will work closely with the Financial Planners and Advisors to provide administrative support. You will assist with the preparation of financial reports, calculations, and client documentation to ensure a smooth delivery of excellent client service.

You will take responsibility in creating and maintaining client files and records, ensuring all data gathered is kept up to date and accurately logged on the company's central computer systems whilst ensuring full compliance.

You will use initiative and work within specified timelines, have excellent organisational and communication skills, and the ability to liaise with high-net-worth individuals.

This is a fantastic opportunity for someone with a strong interest in Financial Planning to develop their skills and knowledge within a supportive environment that can offer excellent progression opportunities!

Requirements

Requirements:

·        Previous experience within the Financial Services sector, preferably within an Independent Financial Advisory enviroment.

·        Completed R0 exams would be desirable.

·        Report writing experience including preparing forecasts and calculations would be beneficial.

·        Highly organised with a good attention to detail and ability to work within defined processes.

·        Excellent written and verbal communication skills.

·        A natural problem solver who can use their own initiative to ensure tasks are completed within specified timelines.

·        Eagerness to learn and develop within the Financial Planning field.

·        IT literate with MS Office experience.

Benefits

Benefits:

·        A competitive salary of £27,000 - £29,000 dependent on skills, knowledge, and experience.

·        Working 35 hours per week: - Monday to Thursday 8:30am-5:30pm and 1 in 3 Fridays 8:30am-1:30pm  

·        27 days annual leave including bank holidays.

·        Free parking on site.

·        Contributory Pension scheme with life assurance.

·        Friendly and sociable team environment.

·        Career progression opportunities.