Financial Planning Administrator - London (hybrid)

About the company

This London based Chartered IFA practice is currently seeking a Financial Planning Administrator to join its team.

Your tasks

In this role you will provide administration support to financial advisers in the firm and their paraplanners. The role will include maintaining client records and updating the database, processing new business, and helping to implement financial advice and recommendations for clients.

In addition you will be involved in preparing basic reports and client documentation, liaising with clients, product providers and other third parties.

Requirements

Ideally you will have at least 2 years financial planning administration experience and have experience using IO (Intelligent Office).

What we offer

Basic salary up to £40,000 + benefits.