At a Glance
- Tasks: Support financial advisers with client onboarding and administration tasks.
- Company: Dynamic financial planning firm in Farnham, Surrey.
- Benefits: Salary up to £33,000, bonuses, hybrid working, and 25 days holiday.
- Other info: Great opportunity for career growth in a supportive environment.
- Why this job: Join a growing team and make a difference in clients' financial journeys.
- Qualifications: Experience in financial planning and knowledge of investment products required.
The predicted salary is between 25000 - 33000 £ per year.
Location: Farnham, Surrey
Job Ref: 90619
Salary: £25,000 - £33,000 per annum
Employment type: Permanent
Responsibilities
- Supporting advisers and paraplanners with client onboarding and ongoing administration
- Processing new business across pensions, ISAs, GIAs and bonds
- Maintaining and updating client records using CRM systems
- Communicating with clients via telephone and email
- Liaising with providers to obtain policy information and progress cases
Qualifications
- Experience working within a financial planning or wealth management firm, so can process new business
- Knowledge of investment products including pensions, ISAs, GIAs and bonds
- Experience using CRM systems
- Strong organisation and communication skills
Benefits
- Salary up to £33,000
- Bonuses
- Hybrid working
- 25 days holiday +
Financial Planning Administrator in Farnham employer: Eden Rose
Join a dynamic team in Farnham, Surrey, where we prioritise employee growth and well-being. As a Financial Planning Administrator, you'll benefit from a competitive salary, hybrid working options, and a supportive work culture that encourages professional development. Our commitment to fostering a collaborative environment ensures that you can thrive while making a meaningful impact in the financial planning sector.
We think you need these skills to ace Financial Planning Administrator in Farnham
Client Onboarding
New Business Processing
Pensions Knowledge
ISA Knowledge
GIA Knowledge
Bond Knowledge
CRM Systems Proficiency
