Financial Planning Administrator
Posted 16 hours 23 minutes ago by Recruit UK
Job title: Financial Planning Administrator
Industry: Financial Services
Location: Central London
Salary: £40,000
Job reference: 10554
Ready to take your Financial Planning Administration experience to the next level?
Description: Financial Planning Administrator
Recruit UK are working with a well-respected financial management firm in London, offering an excellent opportunity for an experienced financial planning administrator to join their growing team.
As a financial planning administrator, you will manage all aspects of financial services administration, including processing letters of authority, preparing client documentation, and liaising with providers and clients.
Benefits: Financial Planning Administrator
- £40,000 starting salary
- 4% matched employer pension contribution
- Cash Plan benefit
- Optional Bupa healthcare (P11D benefit)
- Four times salary death-in-service cover
- Annual discretionary bonus paid in March, based on both company and individual performance
- Hybrid working - 1 day (WFH)
Responsibilities for the Financial Planning Administrator include:
- Supporting financial advisors
- Obtaining valuations and performance data
- Printing and collating client reports/application pack
- Processing of dealings, withdrawals, applications, bereavements, power of attorneys
- Managing client data on XPLAN
Skills and experience required:
- Financial planning administration experience
If you're interested in finding out more, please apply today!