Financial Planning Administrator

Job title:

Financial Planning Administrator Industry: Financial Services

Location:

Central London Salary: £40,000 Job reference: 10554 Ready to take your Financial Planning Administration experience to the next level?

Description:

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. Benefits:
Financial Planning Administrator £40,000 starting salary 4% matched employer pension contribution Cash Plan benefit Optional Bupa healthcare (P11D benefit) Four times salary death-in-service cover 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 Printing and collating client reports/application pack Processing of dealings, withdrawals, applications, bereavements, power of attorneys Managing client data on XPLAN Skills and experience required:
Financial planning administration experience If you’re interested in finding out more, please apply today!