I'm currently seeking a Financial Planning Administrator to join a leading financial advisory group with offices in Borehamwood or Reading. Due to the company's ongoing success, they are looking for talented individuals with experience in financial planning administration. This is a fantastic opportunity to advance your career within a thriving team.
Responsibilities:
1. Collaborate closely with Financial Advisors to provide proactive assistance.
2. Manage calendars and schedule client meetings.
3. Communicate with high-net-worth clients to ensure a seamless process and positive experience.
4. Prepare meeting materials for Advisors prior to client meetings.
5. Raise invoices as required.
6. Manage database systems.
Benefits:
* 30 days annual leave plus bank holidays.
* 10% bonus.
* Flexible and hybrid working arrangements.
* Private medical insurance.
* Study support for professional development.
The company offers significant opportunities for progression, as demonstrated by recent promotions of other financial planning administrators. Joining this team, you will be part of a supportive and collaborative environment with a proactive and passionate approach to work.
If this role in Borehamwood or Reading, paying up to £32,000, sounds appealing, please send your CV to louise.bibb@idexconsulting.com.
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