Financial Planning Administrator
Whiteley, Hybrid Working + Excellent Benefits
Job Ref: 90496
Location: Whiteley, Hampshire
Employment Type: Permanent
Salary: £25,000 - £33,000 per annum
A well‑established and growing wealth management firm is looking to recruit a Planning Support Administrator to join their collaborative team in Whiteley to support a Senior Adviser. This is an excellent opportunity for someone with experience in financial planning administration who is looking to develop their career within a supportive environment that values teamwork, strong client service and professional development.
Responsibilities
* Supporting advisers and paraplanners with client onboarding and ongoing administration
* Processing new business across pensions, ISAs, GIAs and bonds
* Maintaining and updating client records using CRM systems
* Communicating with clients via telephone and email
* Liaising with providers to obtain policy information and progress cases
Benefits
* Salary up to £33,000
* Bonuses
* Hybrid working
* 25 days holiday + bank holidays
* Life assurance
* Income protection
* Pension scheme
* Access to a flexible benefits platform
* A supportive environment focused on career development and progression
Qualifications
* Experience working within a financial planning or wealth management firm to process new business
* Knowledge of investment products including pensions, ISAs, GIAs and bonds
* Experience using CRM systems
* Strong organisation and communication skills
For more information, please contact us.
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