Job Description
An exciting opportunity has arisen for aFinancial Planning Administrator to join a well-established accountancy firm. This role can be full-time or part-time offering excellent benefits and a salary range of £25,000 - £30,000for 36.25 hours work week.\n\nAs a Financial Planning Administrator, you will work closely with Financial Planners to manage client relationships, maintain client files, and liaise with product providers to ensure the delivery of high-quality service.\n\nYou will be responsible for:\n\nManage client records using the company’s back-office system.\nCommunicate with product providers and internal teams to implement financial advice.\nPartner with Financial Planners to ensure exceptional service delivery.\nMaintain compliance with regulatory standards and industry best practices.\nContribute to process improvements and quality enhancement initiatives.\nBuild and maintain meaningful relationships with clients.\n\nWhat we are looking for:\n\nPreviously worked as a Financial Administrator, Financial Planning Administrator, Paraplanner, Financial Services Administrator or in a similar role.\nExperience as an administrator in the financial services sector.\nBackground in delivering outstanding client services.\nStrong attention to detail and excellent communication skills with clients and providers.\nSkilled with financial planning software and understanding of regulatory requirements.\n\nWhat’s on offer:\n\nCompetitive salary\n25 days plus bank holidays\nPension scheme\nPrivate medical insurance\nDeath in service benefit\nAccess to health schemes\nCycle to work scheme\nEmployee assistance programme\nEnhanced maternity & paternity leave (after 1 year of service)\n\nApply now for this exceptional opportunity to work with a dynamic team and further enhance your career.\n\nImportant Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message.
For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.\n\nAdditional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003