Financial Planning Support Administrator
other jobs NJR Recruitment
Added before 6 Days
- England,London,Greater London,Sutton
- Full Time, Permanent
- £30,000 - £33,000 per annum
Job Description:
Financial Planning Support Administrator (Chartered Practice)
Sutton Coldfield | Salary up to £33,000
Intelligent Office experience desirable
Looking for a role where your experience is valued, your skills can grow, and your career has genuine long-term potential?
Our client is a highly respected and long-established firm of Chartered Financial Planners, known for exceptional client service and a supportive, people-first culture. They are seeking an experienced Financial Planning Support Administrator to join their ambitious and growing team.
You’ll be part of a friendly, family-oriented business that invests in its staff, recognises good work, and offers genuine career stability.
The Role
Working closely with Directors and Advisers, you’ll provide research, report-writing, and technical administrative support that directly contributes to delivering high-quality financial advice.
Key responsibilities include:
*Researching and drafting reports for personal and corporate financial planning
*Preparing suitability reports, valuations, and advice documentation
*Implementing new business and supporting ongoing client servicing
*Researching legislation, technical updates, and product information
*Supporting office, finance, and project-based tasks
*Assisting with marketing communications and professional bulletins
*Attending meetings, training, and competence sessions
*Ensuring compliance standards are maintained
What’s in it for you?
*Competitive salary up to £33,000
*Up to 30 days holiday
*Strong employer pension scheme
*3x death-in-service cover
*Friendly, supportive, and family-oriented workplace culture
*Opportunity to develop technical knowledge
*Long-term career progression within a respected Chartered firm
About You
*Essential: Previous industry-related experience within financial services
*Experience in financial planning support, administration, or paraplanning
*Strong communication and organisational skills
*Ability to manage multiple tasks accurately and efficiently
*Proactive, professional, and team-oriented mindset
For further information, contact one of our specialist consultants quoting REF: NJR16368
Sutton Coldfield | Salary up to £33,000
Intelligent Office experience desirable
Looking for a role where your experience is valued, your skills can grow, and your career has genuine long-term potential?
Our client is a highly respected and long-established firm of Chartered Financial Planners, known for exceptional client service and a supportive, people-first culture. They are seeking an experienced Financial Planning Support Administrator to join their ambitious and growing team.
You’ll be part of a friendly, family-oriented business that invests in its staff, recognises good work, and offers genuine career stability.
The Role
Working closely with Directors and Advisers, you’ll provide research, report-writing, and technical administrative support that directly contributes to delivering high-quality financial advice.
Key responsibilities include:
*Researching and drafting reports for personal and corporate financial planning
*Preparing suitability reports, valuations, and advice documentation
*Implementing new business and supporting ongoing client servicing
*Researching legislation, technical updates, and product information
*Supporting office, finance, and project-based tasks
*Assisting with marketing communications and professional bulletins
*Attending meetings, training, and competence sessions
*Ensuring compliance standards are maintained
What’s in it for you?
*Competitive salary up to £33,000
*Up to 30 days holiday
*Strong employer pension scheme
*3x death-in-service cover
*Friendly, supportive, and family-oriented workplace culture
*Opportunity to develop technical knowledge
*Long-term career progression within a respected Chartered firm
About You
*Essential: Previous industry-related experience within financial services
*Experience in financial planning support, administration, or paraplanning
*Strong communication and organisational skills
*Ability to manage multiple tasks accurately and efficiently
*Proactive, professional, and team-oriented mindset
For further information, contact one of our specialist consultants quoting REF: NJR16368
Job number 3301909
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Company Details:
NJR Recruitment
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