Financial Planning Administrator - Graduate Role - Remote

Overview

This is a great entry level role into Financial Planning. You will support Financial Planners with administrative needs and if you do a great job you have this potential career path.

In Short

• Support Financial Planners with administrative tasks.
• Manage client reviews and ensure reports are sent timely.
• Process new business applications and provider paperwork.
• Reconcile client fees and collaborate with Finance.
• Maintain CRM and ensure data compliance.
• Assist in scheduling annual reviews and meetings.
• Build and manage client relationships.
• Action post-meeting requirements promptly.
• Opportunity for career progression into various financial roles.
• Fixed term role until the end of 2026 with potential for growth.

Requirements

• Tech savvy with experience in cloud-based systems.
• High attention to detail and accuracy.
• Strong written and verbal communication skills.
• Desire to excel and grow in the financial sector.
• Interest in financial products like pensions and investments.
• Self-learner with a passion for industry knowledge.
• Prior experience in financial planning or wealth management is a plus.
• Experience in financial services or accountancy is desirable.

Benefits

• Competitive Pension Scheme - we contribute 6%, you 3%
• 26 days holiday plus bank holidays
• Private Medical Insurance
• Life Assurance (4x)
• Group Income Protection
• Work From Anywhere policy