Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Financial planning administrator

West End
Permanent
Eden Rose
Financial planning administrator
Posted: 17 November
Offer description

Financial Planning Administrator 35hours - Mayfair - hybrid We are working with a national financial planning firm that is seeking a Financial Planning Administrator to join their London office, based near Mayfair. You’ll be supporting a Senior Financial Adviser alongside two existing administrators, providing high-quality administrative and client service support in a collaborative team environment. Key Responsibilities * Processing new business: investments, pensions * Liaising with third party providers * Administrative Support: Provide comprehensive administrative support to the financial advisors * Client Servicing: Respond to client inquiries, address general service requests, and provide information on account balances, transactions, and administrative procedures. * Document Preparation: Prepare and review necessary paperwork, including investment applications, client agreements, transfer forms, annual review packs * Process Transactions: Facilitate client transactions, such as trade execution, account transfers, withdrawals, and contributions, ensuring accuracy and timely processing. Benefits: * Salary up to £35,000 * 35 hours - 9am to 5pm * Hybrid (2days from home) * 5 weeks holiday + bank holidays + duvet day on birthday + Christmas/new year closure * Life Assurance * Auto-enrolment pension * Exam/study support Apply today to be considered for this...

Apply
Create E-mail Alert
Job alert activated
Saved
Save
See more jobs
Similar jobs
Banking jobs in West End
jobs West End
jobs Hampshire
jobs England
Home > Jobs > Banking jobs > Financial planning administrator jobs > Financial planning administrator jobs in West End > Financial Planning Administrator

About Jobijoba

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location
  • Jobs by Keywords

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2025 Jobijoba - All Rights Reserved

Apply
Create E-mail Alert
Job alert activated
Saved
Save