Financial Planning Assistant

Financial Planning Administrator Needed – Competitive Salary & Growth Potential!

Are you organized, detail-oriented, and passionate about financial planning? We want you!

We’re excited to announce an opening for a Financial Planning Administrator in a dynamic team. This is a fantastic opportunity to join a forward-thinking financial advisory firm that values innovation and dedication.

What You’ll Get:

• Competitive Salary: Reflecting your experience and skills up to £28,000 
• Professional Development: Opportunities for growth and advancement.
• Supportive Environment: Work with a team that’s as invested in your success as you are in our clients’.

Your Role:

• Be the first point of contact, setting the tone for exceptional client service.
• Maintain impeccable records and handle sensitive information with the utmost confidentiality.
• Contribute to streamlining our administrative processes, enhancing efficiency and client satisfaction.
• Organise and prepare formal annual reviews to include valuations andanalyses of pension and investment performances
• Confidently liaise with pension and investment providers via telephone and online platforms to develop trusted and reliable relationships.
• Review all suitability reports to ensure the recommendations support the client's circumstances.

We’re Looking For:

•  Someone who can anticipate needs and provide solutions.
• A collaborative mindset is key in our inclusive workplace.
• A keen interest in financial products and markets
• Experience working for an IFA firm is essential