Financial Planning Administrator - Eden Rose : Job Details

We are partnering with a national financial planning firm seeking a talented Financial Planning Administrator to join their London office, conveniently located near Mayfair.You will work closely with a Senior Financial Adviser and two experienced administrators, providing exceptional administrative and client service support within a collaborative team environment.

• New Business Processing: Handle new investment and pension business efficiently.

• Liaising with Providers: Communicate with third-party providers to ensure smooth processing.

• Administrative Support: Deliver comprehensive admin support to financial advisers.

• Client Servicing: Respond promptly to client queries, manage service requests, and provide information on balances, transactions, and procedures.

• Document Preparation: Prepare and review paperwork such as investment applications, transfer forms, client agreements, and annual review packs.

• Transaction Processing: Manage client transactions including trades, transfers, withdrawals, and contributions, ensuring accuracy and timely completion.

• Salary up to £35,000

• Hybrid working - 2 days per week from home

• 35 hours per week (9am-5pm)

• 5 weeks’ holiday + bank holidays + duvet day on your birthday + Christmas/New Year closure

• Life Assurance

• Auto-enrolment pension

• Exam/study support

If you’re an organised and proactive administrator looking to join a respected national firm, apply today to be considered. If suitable, one of our specialist consultants will be in touch to discuss the role before submitting your CV.

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