Vacancy Detail

Financial Planning Administrator

Recruit Wealth are delighted to be representing a very well known and award winning Wealth Management business who are currently in need of an experienced Financial Planning Administrator to join their team.

Our client is an ultra modern business and working out of state of the art premises. They are dealing with typically high net worth clients relating to their personal pensions, investments and working towards ensuring their financial security.

This is a hands on technical administration role working alongside the Financial Advisers and Paraplanners.

Full training on office systems and platforms will be given and as such you will undertake the following duties:

Dealing with client queries via email and telephone

Processing of new business and documentation

Inputting data on internal systems ensuring the information is accurate and up to date

General administration ensuring work flows effectively

Preparing for adviser & client appointments

Speaking to product providers & platform providers

Sending out client pack information

Assisting with reporting, including valuations

Use of Intelligent office software and other specialist packages

This role will undoubtedly suit a career orientated Financial Planning Administrator who possess a strong skill set and has excellent experiences within the industry.

A very generous salary alongside excellent company benefits are all available within this exciting opportunity.

Interviews are looking to be held as soon as possible, please apply for an immediate response.


Location: Bracknell, Berkshire | Salary: 19000 - 24000 per | Job type: Permanent | Posted: 06/10/2020