Financial Planning Administrator

Our client, a National Financial Services Company, is actively seeking an experienced Financial Planning Administrator. This presents an exciting opportunity to join a growing business with strong values and a clear vision for the future. Hybrid working options are available, along with excellent benefits and ample career advancement opportunities.

As a Financial Planning Administrator, you'll be integral to supporting office managers and financial planners, ensuring the delivery of efficient, professional, and compliant service to our clients.

Your responsibilities will include, but are not limited to:

• Managing and organizing provider information and illustrations.
• Facilitating the submission of new business and monitoring its progress.
• Assisting with investment, pension, and protection business.
• Providing exceptional customer service and support to clients.
• Generating valuation reports, performance documentation, and review checklists.
• Monitoring switches with providers and handling withdrawal instructions.
• Ensuring the smooth operation of our back-office systems.

The ideal candidate will have experience in a similar role and a solid understanding of financial planning support. However, experience in the industry is not essential as long as there is a strong desire to work in this field. Excellent customer communication skills and the ability to work well in a team are essential.

In return, we offer a Hybrid working model (2 days remote, 3 days office), 31 days holiday including bank holidays, and additional benefits including income protection, life assurance, EAP, wellness support, and financial wellbeing.