Full job descriptionJob title: Financial Planning Administrator
Industry: Financial Services
Location: Central London
Salary: £40,000
Job reference: 10554
Ready to take your Financial Planning Administration experience to the next level?
Description: Financial Planning Administrator
Recruit UK are working with a well-respected financial management firm in London, offering an excellent opportunity for an experienced financial planning administrator to join their growing team.
As a financial planning administrator, you will manage all aspects of financial services administration, including processing letters of authority, preparing client documentation, and liaising with providers and clients.
Benefits: Financial Planning Administrator
*£40,000 starting salary
*4% matched employer pension contribution
*Cash Plan benefit
*Optional Bupa healthcare (P11D benefit)
*Four times salary death-in-service cover
*Annual discretionary bonus paid in March, based on both company and individual performance
*Hybrid working – 1 day (WFH)
Responsibilities for the Financial Planning Administrator include:
*Supporting financial advisors
*Obtaining valuations and performance data
*Printing and collating client reports/application pack
*Processing of dealings, withdrawals, applications, bereavements, power of attorneys
*Managing client data on XPLAN
Skills and experience required:
*Financial planning administration experience
If you’re interested in finding out more, please apply today!