Financial Planning Administrator Financial Services Ready to take your Financial Planning Administration experience to the next level? Financial Planning Administrator Recruit UK are working with a well-respected financial management firm in London, offering an excellent opportunity for an experienced financial planning administrator to join their growing team. As a financial planning administrator, you will manage all aspects of financial services administration, including processing letters of authority, preparing client documentation, and liaising with providers and clients. Financial Planning Administrator ~£4% matched employer pension contribution ~ Annual discretionary bonus paid in March, based on both company and individual performance ~ Hybrid working – 1 day (WFH) Responsibilities for the Financial Planning Administrator include: Supporting financial advisors Obtaining valuations and performance data Managing client data on XPLAN Financial planning administration experience
Financial Planning Administrator home and office working in London employer: Recruit UK
Join a well-established Wealth Management firm in Farnham, where you will thrive in a supportive and collaborative environment. With a focus on professional development, hybrid working options, and a comprehensive benefits package, this role as an IFA Administrator offers the perfect opportunity to enhance your skills while contributing to a client-focused service. Experience a culture that values innovation and teamwork, making it an excellent place for those eager to grow in the financial planning sector.
