Recruiting now
| Posted: | 16/03/26 | |
| Recruiter: | MARKET TALENT | |
| Reference: | 3085437306 | |
| Type: | Permanent | |
| Salary: | £40,000 - £55,000 Annual | |
| Location: | London | |
| Description: | A highly regarded boutique financial planning and employee benefits advisory firm is seeking an Financial Planner Support / Senior Administrator to support its lead financial planner and expanding corporate client portfolio. Established in recent years and experiencing strong organic growth, the firm now advises on £125m+ of client assets and continues to build long-term partnerships with businesses and their employees across the UK. The organisation prides itself on delivering thoughtful, client-centric advice and maintaining exceptional service standards. Core duties and responsibilities - Provide quality administration and analytical support to planners and clients - Process letters of authority, liaising with providers to gather plan information and summarising policy details once received - Prepare for client meetings and process action points post-meeting - Process new business in line with company procedures and compliance requirements - Implement client recommendations, process fund switches and update valuation details - Diary management for advisers, organising client meetings, greeting clients - Manage the ongoing client review process and prepare investment overview presentations - Proofread client reports to understand the client's circumstances and the rationale of advice given, as well as checking for grammatical and brand errors - Generating the supporting documentation for client reports - Support financial planners with preparation for quarterly investment management meetings - Dealing with general client queries and administration required by the team - Managing cash balances and cash movements - Build relationships with external product providers and suppliers - Assisting with the creation of social media content and drafting blog posts for the company website to enhance client engagement and brand visibility Key competencies required - Excellent attention to detail and organisational skills - Confident and competent communication skills - verbal and written - Excellent record keeping - Ability to multi-task - Demonstration of initiative - Good working knowledge of financial planning systems and processes - High integrity and ability to maintain confidence - Strong focus on delivering high quality client service - Ability to work under pressure as part of a team - Strong software skills with good knowledge of MS Word, Excel and Outlook - Ability to build effective insenior ternal and external relationships Experience/Qualifications - Proven experience in a financial service administrative role - Knowledge of client relationship management software within financial services i.e. Intelligent Office or similar Compensation Package on Offer £40k to £55k basic plus full benefits offering and bonus. Hybrid Working 4 days onsite at the central London (Piccadilly) office expected, and 1 day from home | |