Financial Planning Administrator
Location: Haywards Heath, West Sussex | Salary: £30,000 - £35,000 per year.
Responsibilities
* Client correspondence, written and verbal.
* Processing new business.
* Preparation of client review packs.
* Arranging client meetings and managing the Adviser’s diary.
* Illustration requests.
* Ensure that all financial planning client administration is carried out in accordance with internal procedures.
* Maintain client records on the company software and ensure the client files are well presented, accurate and compliant.
* Taking phone calls, enquiries and requests, and handling them where appropriate.
* General back‑office support using IO software.
Benefits
* 25 days holiday plus bank holidays.
* Day off for your birthday.
* Annual salary review.
* Staff awards.
* Study support for professional industry exams.
* In‑House training through the Adviser Academy.
* Progression to Trainee Paraplanner, Paraplanner and Adviser if desired.
* Holiday Purchase Scheme.
* Life Assurance.
* Pension.
* Corporate eyecare cover.
* Flex/Hybrid working.
Qualifications
This role is suitable for an individual who has some existing financial planning background and is looking to advance their career.
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