Financial Planning Administrator in Woking

An exciting and varied new entry-level position is now available for a proactive, detail-oriented graduate calibre individual to support our client's team in the smooth running of day-to-day business processes. This role is perfect for an ambitious individual looking to build a career in financial services within a professional, client-focused environment. Our client specialises in providing strategic financial planning for private clients, trustees and corporate businesses. As such, the role demands a high degree of professionalism, confidentiality, and exceptional client care.

The successful Practice Administrator will provide efficient and effective administrative support to the financial advisory team, enabling them to focus on delivering high-quality client service. This includes handling client-related documentation, maintaining accurate records, managing schedules and appointments, ensuring compliance with financial regulations, and contributing to the overall operational excellence of the firm.

• Manage and update client records, ensuring accuracy and confidentiality.
• Maintain and organise office files both physical and digital to ensure easy retrieval.
• Prepare meeting packs, including reports and supporting documentation, ahead of client meetings.
• Create client letters/documents following meetings with advisers.
• Handle correspondence with clients, product providers, and other stakeholders.
• Support advisers with system navigation, including CRM tools, back-office software, and provider portals.
• Collaborate with paraplanners, advisers, and executive assistants to ensure smooth workflows.
• Manage incoming and outgoing mail, phone calls, and emails.
• Scan, upload, and categorise incoming client documents and correspondence into the firm's systems.
• Monitor and follow up on outstanding client actions, such as signed agreements or additional documentation.
• Support with company social media pages e.g. LinkedIn, Facebook and Instagram.
• Arrange and confirm client appointments, meetings, and reviews for advisers.
• Step in to assist advisers with basic paraplanning tasks, such as drafting templates or updating client financial summaries.
• Ad hoc administrative tasks as directed by the Operations Manager.

• Basic level of administrative experience.
• A desire to build a career within the financial industry.
• Able to manage multiple tasks efficiently.
• Ability to prioritise with attention to detail and the ability to problem solve.
• Proficiency in Microsoft Office (Word, Outlook, Excel and Powerpoint).
• Fast learner - ability to learn how to use new systems and processes.
• Discretion - ability to handle sensitive and confidential information with professionalism and integrity.
• Time management - aptitude to manage schedules, meeting deadlines and maintaining productivity under pressure.
• Strong communication skills and eagerness to develop professionally.
• A positive mindset and ability to thrive in a fast-paced environment.

This is the ideal opportunity for a professional, task-focused individual to join a dynamic, highly ambitious team with an impressive list of HNWI and celebrity clients. Genuine career development opportunities exist for the right candidate alongside full training, a highly attractive salary and an attractive benefits package, including 25 days holiday, and breakfast and lunch provided daily. Apply now!