Financial Planning Administrator - Capio Recruitment Financial Planning : Job Details

Job Title: Financial Planning Administrator

Location: Worthing, UK

Salary: Up to £32,000 per annum

Company Overview:

My client is a leading financial planning firm dedicated to providing tailored wealth management solutions to our clients. With a focus on integrity, expertise, and innovation, we help individuals and families achieve their financial goals with confidence and peace of mind.

Position Overview:

We are seeking a diligent and detail-oriented Financial Planning Administrator to join our team in Worthing. The successful candidate will play a crucial role in supporting our financial advisors and ensuring the smooth operation of our client service processes.

Responsibilities:

• Provide administrative support to financial advisors, including preparing client meeting materials, processing documentation, and managing client correspondence.
• Assist in the implementation of financial planning recommendations, ensuring accuracy and completeness of all transactions.
• Maintain client records and databases, ensuring compliance with regulatory requirements and data protection standards.
• Liaise with clients, providers, and internal stakeholders to resolve queries and facilitate efficient communication.
• Support the preparation of financial reports, presentations, and regulatory filings as required.

Requirements:

• Must have 1+ years experience of working within a Financial Planning practice.
• Strong organizational skills with meticulous attention to detail.
• Excellent written and verbal communication skills, with the ability to interact professionally with clients and colleagues.
• Proficiency in Microsoft Office suite and experience with financial planning software is advantageous.
• A proactive and adaptable approach, with the ability to work effectively both independently and as part of a team.

Benefits:

• Competitive salary up to £32,000 per annum.
• Hybrid working model, offering flexibility between office-based and remote work.
• Workplace pension scheme, providing long-term financial security for our employees.
• Private healthcare coverage for you and your dependents, promoting health and wellbeing.
• Discretionary bonus scheme, rewarding exceptional performance and contribution.

How to Apply:

If you are interested in discussing this vacancy, please submit your CV to be reviewed - if your application is successful you will be contacted.