Planning Support Administrator – Private Wealth Working pattern: Hybrid – three days per week in the office Hours: Full-time, 37.5 hours per week The Opportunity We are working with a highly regarded and growing private wealth business that is looking to appoint a Planning Support Administrator. This is an excellent opportunity for an organised, client-focused individual with experience in financial planning who wants to develop their career within a supportive and professional environment. Working closely with financial advisers and paraplanners, you will help onboard new clients, support existing relationships and ensure an excellent level of service is delivered at every stage. Key Responsibilities Supporting financial advisers and paraplanners with day-to-day administration Coordinating the efficient onboarding of new clients Managing administrative requirements for existing clients Communicating professionally with clients by telephone and email Building strong relationships with clients and internal stakeholders Maintaining accurate information on the company’s CRM system Identifying opportunities to improve existing processes Supporting wider business projects when required Ensuring the client remains at the heart of everything you do Skills and Experience The successful candidate will ideally have: Previous experience within a financial planning or private wealth environment Knowledge of investment products, including ISAs, GIAs, pensions and bonds Experience using CRM or financial planning systems Strong written and verbal communication skills Excellent organisation and attention to detail A proactive approach and the ability to manage their own workload The ability to work effectively as part of a team CII or RO qualifications, or progress towards these, would be advantageous Benefits 25 days’ annual leave plus bank holidays Life assurance Income protection Access to a flexible benefits platform Supportive and collaborative working culture Hybrid working, with three days per week in the Farnham office #J-18808-Ljbffr
Planning Support Administrator in Surrey employer: Orlaroseassociates
Join a dynamic and innovative company in London that values its employees and fosters a collaborative work culture. As an Executive Assistant to the CEO and CFO, you will benefit from extensive professional development opportunities while working in a supportive environment that prioritises employee well-being and growth. With a focus on cutting-edge technology and global outreach, this role offers a unique chance to contribute to impactful projects within the financial sector.
