Financial Planning Administrator - Financial Planning - London Client and Adviser Support London
Posted 6 hours 45 minutes ago by Atomos Investments Limited
Career
You have 2-5 years of experience as a Financial Planning administrator with excellent knowledge of Financial Planning products and processes. You are seeking to provide one-on-one support to a Financial Planner and their clients. You want to be part of a busy team that loves delivering a great client experience.
This is a fantastic opportunity for someone looking to pursue a career in Financial Planning at our fast-paced and friendly London Head Office.
About the role
You are essential at every stage 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 third-party providers and navigate provider platforms.
- Process new business applications.
- Coordinate Financial Planner's diaries and arrange client meetings.
- Prepare documentation for client appointments and meetings, e.g., annual review meeting packs.
- Respond to email inquiries and liaise directly with clients.
- Ensure all data entry is completed accurately and within specified timelines.
Skills and Experience
- Proficient with intermediate Excel skills, including VLOOKUPs and pivot tables.
- At least 2 years of experience in a Financial Planning administrator role.
- Knowledge of financial products such as pensions, investments, and protection.
- Good communication skills. Comfortable with numbers and highly organized.
- Enjoy delighting clients with great outcomes.
- Desire to be part of a team that values you as a person.
- Competitive Pension Scheme - we contribute 6%, you contribute 3%
- 26 days holiday plus bank holidays
- Private Medical Insurance
- Life Assurance (4x salary)
- Group Income Protection
- Work From Anywhere policy
Our agile working environment offers diverse tasks and projects, keeping work engaging and providing opportunities for development and growth.