Financial Planning Administrator

Our client, an established and growing Financial Planning firm, is looking to appoint an Administrator to join a newly formed team supporting its desk-based Financial Planning function.

Are you the right candidate for this opportunity Make sure to read the full description below.

This is a fantastic opportunity for someone who has experience within a Wealth Management firm to join a growing team, develop their technical knowledge and build a long-term career towards Paraplanning and Financial Planning.

The Role

You'll provide administrative and client support to a team of Financial Planners, helping to manage the client journey and ensuring the smooth delivery of financial planning services. The role will offer a mixture of technical administration and client-facing responsibilities, providing excellent exposure to the wider Financial Planning process.

You'll join a newly established team that is continuing to grow, with significant opportunities to develop your knowledge, take on additional responsibility and progress your career within the business.

Essential

• Experience working in a wealth management environment in an administrative or client support capacity.
• Comfortable communicating with clients and providing a high level of service.
• Strong attention to detail and excellent organisational skills.
• Ability to manage multiple tasks and priorities within a busy Financial Planning environment.
• Good written and verbal communication skills.
• Strong IT skills, with good working knowledge of Microsoft Office.

Why Apply?

• Join a newly formed and growing Financial Planning team.
• Excellent career progression opportunities towards Paraplanning and Financial Planning.
• Full support towards Level 4 professional qualifications.
• Access to a dedicated Financial Planning Academy, providing a fast-track route into Financial Planning once the relevant RO1 and RO5 exams have been completed.
• Opportunity to develop both technical and client-facing experience.
• Join an established firm with a strong culture and excellent people.
• Regular company social events and a collaborative team environment.
• Clear long-term career development opportunities. xwzovoh

If you're an IFA Administrator or Client Support professional looking to join a growing Financial Planning team and build a long-term career towards Paraplanning or Financial Planning, please apply today.