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Permanent

Junior Financial Planning Administrator

Theale
money-bag 23000.00-23000.00 Annual
2967694027
Posted 3 days ago

Role Overview: We are seeking an entry-level Junior Administrator position designed for someone looking to start their career in financial services. As a Junior Administrator, you will provide essential administrative support to the financial planning team, ensuring smooth and efficient day-to-day operations. This is a great opportunity to learn about the financial advice process and build a career path in financial planning. Key Responsibilities: Provide administrative support to financial planners and paraplanners Process new business applications and ensure accurate data entry Maintain and update client records in our back-office system Prepare documentation for client meetings Liaise with product providers to obtain policy information and updates Assist in managing client communications (emails, letters, appointment confirmations) Scan, file, and organise documents securely and accurately Learn and apply FCA and internal compliance standards Skills and Qualifications: Essential: Strong attention to detail and organisational skills Good communication skills, both written and verbal Proficient in Microsoft Office (Excel, Word, Outlook) Positive attitude and willingness to learn Minimum of GCSEs or equivalent; A-Levels or equivalent preferred Desirable: Interest in a long-term career in financial services Previous office, customer service, or admin experience Familiarity with CRM or financial planning software (training will be provided) Personal Attributes: Friendly,

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