Recruit UK are supporting a highly respected wealth management and financial planning firm based in Bracknell, and they’re looking to take on a Financial Planning Administrator to support their ongoing growth.
In this position, you’d be providing full administrative support to Financial Planners, assisting with investment-related tasks, and putting the client experience at the forefront.
Key Responsibilities
* Provide full administrative support to Financial Advisers
* Build and maintain strong relationships with clients
* Liaise with operational teams to support activities such as transfers, corporate actions, and data updates
* Prepare meeting packs, valuations, and supporting documents
* Assist in preparing new business pitches and client presentations
* Maintain accurate client records and back-office systems
Skills & Experience Required
* 1+ year/s within a financial advice administration position
* Strong organisational and prioritisation skills
* Knowledge of investments and pensions (life assurance knowledge is desirable)
Benefits
* Competitive salary up to £32,000 (DoE)
* Hybrid working (2/3-day split)
* Private medical & Life cover
* Pension contributions
* Excellent holiday allowance + buy/sell option
* Shared parental leave
* Exam & Study support
If you’re interested in exploring this Financial Planning Administrator opportunity further, apply today!