Financial Planning Administrator

Job Title: Financial Planning Administrator

Location: Horsham

Salary: Up to £30,000 per annum (pro-rata for part-time)

Employment Type: Full-time or Part-time

Job Description:

We are seeking a motivated and detail-oriented Financial Planning Administrator to join our team based outside of Horsham. The successful candidate will play a key role in supporting our financial planning operations, ensuring smooth and efficient administrative processes.

Responsibilities:

• Provide administrative support to financial planners, including preparing client documentation, processing transactions, and maintaining client records.
• Assist with client communication, scheduling appointments, and responding to inquiries in a timely and professional manner.
• Liaise with product providers and third-party suppliers to obtain information and documentation as required.
• Submitting new business applications
• Help to prepare financial reports, presentations, and proposals for clients.
• Support compliance processes by ensuring all documentation and procedures adhere to regulatory standards.
• Contribute to the ongoing improvement of administrative processes and systems to enhance efficiency and effectiveness.
• Collaborate with team members to achieve business objectives and deliver exceptional service to clients.
• Keep abreast of industry developments and regulatory changes to maintain knowledge and skills relevant to the role.

Requirements:

• Minimum of 1 year of experience working within a financial planning firm.
• Strong organizational skills with the ability to manage multiple tasks and prioritize effectively.
• Excellent attention to detail and accuracy in work.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and other relevant software applications.
• Effective communication skills, both written and verbal.
• A proactive and adaptable approach to work, with the ability to work independently and as part of a team.
• Commitment to maintaining confidentiality and handling sensitive information appropriately.
• Relevant qualifications or willingness to pursue further professional development (e.g., Diploma in Financial Planning) would be advantageous.

This position offers the opportunity to work either on a full-time or part-time basis, providing flexibility to suit individual circumstances. If you are a dedicated professional with a passion for financial planning and administration, we encourage you to apply.

To apply, please submit your CV and a cover letter outlining your suitability for the role.