Financial Planning Administrator - Financial Planning - London
- London
- Permanent
- Full-time
You are crucial to every step of the client journey, from diary management and administrative support to client relationship building and case management. As the first point of contact for clients, you will become an expert on our products and providers. Your role is not just support, it’s about building trust and delivering exceptional service at every touchpoint.Accountabilities
- Liaise with 3rd party providers and navigate provider platforms.
- Process new business applications.
- Co-ordinate Financial Planner’s diaries and arrange client meetings.
- Prepare documentation for client appointments and meetings e.g. annual review meeting packs.
- Respond to email enquiries and liaise directly with clients.
- Ensure all data entry is completed accurately and within specified timelines.
- Techy savvy with intermediate Excel skills - v:lookups and pivot tables.
- 2+ years experience in a Financial Planning administrator role.
- Knowledge of financial products: pensions, investments and protection.
- Good communication skills. Comfortable with numbers, and highly organised.
- Love it when you delight a client with great outcomes.
- Want to be part of a team that appreciates you – we know you as a person.
- Competitive Pension Scheme - we contribute 6%, you 3%
- 26 days holiday plus bank holidays
- Private Medical Insurance
- Life Assurance (4x)
- Group Income Protection
- Work From Anywhere policy