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Junior financial planning administrator

Theale
Financial planning administrator
£23,000 - £26,000 a year
Posted: 20 June
Offer description

Role Overview: We are seeking an entry-level Junior Administrator position designed for someone looking to start their career in financial services. As a Junior Administrator, you will provide essential administrative support to the financial planning team, ensuring smooth and efficient day-to-day operations. This is a great opportunity to learn about the financial advice process and build a career path in financial planning. Key Responsibilities: * Provide administrative support to financial planners and paraplanners * Process new business applications and ensure accurate data entry * Maintain and update client records in our back-office system * Prepare documentation for client meetings * Liaise with product providers to obtain policy information and updates * Assist in managing client communications (emails, letters, appointment confirmations) * Scan, file, and organise documents securely and accurately * Learn and apply FCA and internal compliance standards Skills and Qualifications: Essential: * Strong attention to detail and organisational skills * Good communication skills, both written and verbal * Proficient in Microsoft Office (Excel, Word, Outlook) * Positive attitude and willingness to learn * Minimum of GCSEs or equivalent; A-Levels or equivalent preferred Desirable: * Interest in a long-term career in financial services * Previous office, customer service, or admin experience * Familiarity with CRM or financial planning software (training will be provided) Personal Attributes: * Friendly, professional, and team-oriented * Reliable and punctual * Able to follow processes accurately and ask questions when unsure * Discreet and respectful with confidential information * Self-motivated and proactive in completing tasks What We Offer: * Full training and ongoing support * Opportunity to progress into paraplanning or advisory roles * Support for professional qualifications (e.g. CII or LIBF) * A collaborative and supportive team culture * Flexible working options and paid study leave * Competitive salary with regular reviews

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