Financial Planning Administrator
other jobs Faith Recruitment
Added before 5 Days
- England,South East,Surrey,Guildford
- Full Time, Permanent
- £36,000 - £42,000 per annum
Job Description:
Financial Planning Administrator
Guildford
£36,000 - £42,000
Faith Recruitment are recruiting for a Financial Planning Administrator who holds or is working towards their Level 4 Diploma in Financial Planning to join their expanding team. This varied and fulfilling role will play a pivotal part in supporting both paraplanners and financial advisers, helping to maintain the high standards of service their clients receive. You must hold a full UK Driving License and have access to a car due to the location of the office.
Benefits:
*Free Parking
*Company Pension
*Group Life Insurance
*Competitive salary of £36,000 - £42,000
Key Responsibilities:
*Manage administrative tasks including anti-money laundering (AML) documentation, account applications, transfers, and policy changes.
*Act as a key liaison between Financial Planners, the support team, and clients.
*Maintain and update systems and records to ensure accurate and compliant data.
*Prepare client-facing materials such as reports, valuations, and meeting documentation.
*Conduct paraplanning research.
*Monitor and review the quality of administrative workflows.
Requirements:
*5+ years of administration experience within the Financial Planning industry.
*Qualified to, or actively working toward, a Level 4 Diploma in Financial Planning.
*Understanding of pensions, investments, and the use of financial planning platforms.
*Must hold a full UK Driving License and have access to a car.
Guildford
£36,000 - £42,000
Faith Recruitment are recruiting for a Financial Planning Administrator who holds or is working towards their Level 4 Diploma in Financial Planning to join their expanding team. This varied and fulfilling role will play a pivotal part in supporting both paraplanners and financial advisers, helping to maintain the high standards of service their clients receive. You must hold a full UK Driving License and have access to a car due to the location of the office.
Benefits:
*Free Parking
*Company Pension
*Group Life Insurance
*Competitive salary of £36,000 - £42,000
Key Responsibilities:
*Manage administrative tasks including anti-money laundering (AML) documentation, account applications, transfers, and policy changes.
*Act as a key liaison between Financial Planners, the support team, and clients.
*Maintain and update systems and records to ensure accurate and compliant data.
*Prepare client-facing materials such as reports, valuations, and meeting documentation.
*Conduct paraplanning research.
*Monitor and review the quality of administrative workflows.
Requirements:
*5+ years of administration experience within the Financial Planning industry.
*Qualified to, or actively working toward, a Level 4 Diploma in Financial Planning.
*Understanding of pensions, investments, and the use of financial planning platforms.
*Must hold a full UK Driving License and have access to a car.
Job number 3352248
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Company Details:
Faith Recruitment
If you can imagine a recruitment business with the attitude, capability & environment of a management consultancy then you won?t be totally surprised ...