Financial Planning Administrator.

Job Title: Financial Planning Administrator
Salary: £25,000 – 27,000 per annum basic dependent upon experience
Bonus: Up to 10% pa based on company performance
Location: Welwyn Garden City – Office based centre of town
Contract: Permanent
Hours: Monday – Friday (38 hrs per week)

OA are recruiting for a Financial Planning Administrator to join our client’s team on a permanent basis.

Administrator - Profile:

A small but growing Financial Planning business based in the centre of Welwyn Garden City, supporting clients to an exceptional standard with a range of financial planning requirements, including planning for large life events, tax efficient investments, retirement planning – truly going through life with their clients.

This business is proud to offer independent advice built on the long-term the client relationships they build and first-class client support and servicing. 

In this role, you will be the face of the business, being the first point of contact for queries, supporting and coordinating meetings and providing all-round administrative support.

The successful candidate will need to have a keen eye for detail due to the regulated nature of the business and fantastic communication skills.

Administrator - Benefits:

• 22 days holiday bank holidays
• Company pension scheme – Matched 5% employer contribution
• Free onsite parking
• Annual salary reviews
• Up to a 10% discretionary bonus
• Free access to company services
• Clear progression path/development opportunities

Administrator - Main Duties:

• Handling inbound queries and dealing with client service needs
• Arranging and scheduling client meetings, including preparing relevant documentation
• Producing client reports and valuations prior to all meetings
• Helping to manage the ongoing annual client service schedules
• Ensuring all data is correct and accurate and uploaded to our systems
• Using online systems such as Investment Portals as well as the Customer Database and Microsoft Packages (Word, Excel, Outlook)
• Supporting the advisers to ensure clients outcomes and expectations are met
• General administrative support as required
• Communicating with various different Pension and Investment companies on behalf of the clients and gathering in a range of relevant investor information

 
Administrator - Key Skills & Experience:

• Previous experience within Financial Services or similar sector
• Working knowledge of Microsoft Office, Adobe products & DocuSign
• Excellent communication skills, written and verbal
• Having an understanding of/and working in a regulated and compliance focused process
• IT literate – you will be learning a range of different systems!
• Highly organised, with a high attention to detail
• Working within a team and directly with advisers and clients
• A high attention to detail

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