Financial Planning Administrator

Job 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!