Financial Planning Administrator - United Kingdom - Burford Recruitment Company

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    The Burford Recruitment Company provided pay range

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    Base pay range

    • Regular team events
    Hybrid working
    • Development opportunities
    • Regular team events
    A financial planning firm based in Long Hanborough, Oxfordshire, are seeking a motivated and detail-oriented Financial Planning Administrator to join their company. The Financial Planning Administrator will play a crucial role in supporting our financial planners and ensuring the smooth operation of our office. This is an excellent opportunity for an individual with strong administrative skills and a background in financial planning, or wealth management to develop their career in the industry. Responsibilities:
    • Provide administrative support to financial planners, including preparing client meeting packs, processing new business applications, and maintaining client records.
    • Assist with client communication and correspondence, including responding to client queries and scheduling appointments.
    • Liaise with product providers and other third parties to gather information and documentation.
    • Prepare and process client documentation, including financial planning documents, and compliance paperwork.
    • Assist with the implementation of financial plans, including setting up client accounts, processing transactions, and monitoring progress.
    Requirements:
    • Experience in a similar administrative role within financial planning is essential.
    • Knowledge of Intelligent Office is required.
    • Strong organisational skills with the ability to prioritise tasks and manage deadlines effectively.
    • Excellent attention to detail and accuracy
    • Excellent communication skills, with the ability to interact professionally with clients and colleagues.
    • A proactive and self-motivated approach, with the ability to work as part of a small team

    Seniority level

    • Seniority level

      Mid-Senior level

    Employment type

    • Employment type

      Full-time

    Job function

    • Job function

      Finance and Sales
    • Industries

      Accounting

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