img
Permanent

Financial Planning Administrator

Reading
money-bag 35000.00-35000.00 Annual
3087338524
Posted Today

Financial Planning AdministratorLocation: nr Woodley, Reading Salary: £35k-£45kType: Full-time or Part-time (20+ hours)Hybrid: Available after trainingWe are seeking an experienced Financial Planning Administrator to join a well-established busy financial services company servicing high net worth clients, based north-east of Reading. The role is highly client-focused, requiring financial planning coordination expertise and meticulous administration. Varied multi-tasking role. Part-time applicants (20+ hours) are welcome. No sales involved. Hybrid working is offered following training.Responsibilities:Provide administrative support within the Client Support teamBuild and maintain relationships with high-net-worth clientsResearch and handle client enquiries efficiently and professionallyAccurately update and maintain the Company CRM systemDevelop awareness of current legislation, regulatory requirements, and FCA proceduresProvide ad hoc administrative support to the team as neededRequirements:Previous administration/coordination experience in a financial planning environmentConfident, polite, and professional telephone mannerStrong organisational skills with excellent attention to detailEnjoys a small business environment. Proven ability to use initiativeOwn transport - essentialRecruitment Note:Due to high response volumes, only shortlisted candidates will be contacted within 5 days. Applications are read carefully, and candidates may be contacted for future opportunities.

Other jobs of interest...

Robertson Bell
RichmondToday
money-bag70000.00-70000.00 Annual
Ashdown Group
EsherYesterday
money-bag50000.00-50000.00 Annual
Ashdown Group
Esher
money-bag60000.00-60000.00 Annual
Eden Rose
Farnham4 days ago
money-bag25000.00-25000.00 Annual
Brevere Group
Gerrards Cross4 days ago
money-bag29000.00-29000.00 Annual
Brevere Group
Uxbridge4 days ago
money-bag28000.00-28000.00 Annual
Marc Daniels
Hounslow1 week ago
money-bag70000.00-70000.00 Annual
Marc Daniels
Hounslow1 week ago
money-bag70000.00-70000.00 Annual
The National Archives
Richmond2 weeks ago
money-bag70000.00-70000.00 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!