Financial Planning Administrator
Farnham, Hybrid Working + Excellent Benefits
Are you an experienced Financial Planning Administrator looking to join a highly regarded wealth management firm with hybrid working and strong career progression?
A well-established and growing wealth management firm is looking to recruit a Planning Support Administrator to join their collaborative team in Farnham.
This is an excellent opportunity for someone with experience in financial planning administration who is looking to develop their career within a supportive environment that values teamwork, strong client service and professional development.
The firm has built an excellent reputation within the market and continues to grow, providing high-quality financial planning and discretionary investment management services to private clients, trusts and institutions.
Responsibilities will include:
- Supporting advisers and paraplanners with client onboarding and ongoing administration
- Processing new business across pensions, ISAs, GIAs and bonds
- Maintaining and updating client records using CRM systems
- Communicating with clients via telephone and email
- Liaising with providers to obtain policy information and progress cases
Benefits
- Salary up to £33,000
- Bonuses
- Hybrid working
- 25 days holiday + bank holidays
- Life assurance
- Income protection
- Exam support – one off bonuses for exams past
- Pension scheme
- Access to a flexible benefits platform
- A supportive environment focused on career development and progression
To be considered for this IFA Administrator position:
- Experience working within a financial planning or wealth management firm, so can process new business
- Ideally be knowledge of investment products including pensions, ISAs, GIAs and bonds
- Experience using CRM systems
- Strong organisation and communication skills
If you have experience within financial planning administration and are looking to join a supportive firm with excellent career prospects and hybrid working, please apply today or contact us for more information.