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    Financial Planning Administrator - London, United Kingdom - Recruitment Rebellion

    Recruitment Rebellion
    Recruitment Rebellion London, United Kingdom

    2 weeks ago

    Default job background
    Description

    Financial planning administrator required forour established and highly regarded practice in the City of London.We will consider candidates with any level of experience and eventhose coming from other areas of financial services.Were keen to attract the best if you think you arethe one for us please apply

    Areyou the safe and dependable pair of hands we are looking for totake a key role at our successful financial planningfirm

    Were busy were growing and we needyour expert help.Bring us your experience infinancial planning administration and well reward you with acompetitive salary and the chance to develop yourcareer.

    This is a fantasticopportunity to join us and provide support in all areas of thebusiness and the client servicing function. Youll be workingclosely with our highly experienced Financial Planners othermembers of our team as well as independently without constantsupervision. We will provide an environment that supports yourideas and nurtures you to be the best you can be. Ifyou share our passion for providing excellent client service wewant to hear from you

    Roleduties:

    • Provide a high level oftechnical and administrativesupport.
    • New businesssubmission andprocessing.
    • Maintain andupdate backofficesystems.
    • Draft clientcorrespondence compile review packs and valuations and reviewmeeting follow ups.
    • Carryout financial transactions andtrades.
    • Support theadvisers with research and analysis for financialplans.
    • Attend clientmeetings with theadvisers.
    • Help draftclient suitability reports and prepare financial plans that meetthe clientsobjectives.
    • Maintainstrong clientrelationships.

    Benefits

    Generousbenefits package including 25 days holiday plus bank holidays andemployer pension contribution of 4%. Hybrid working is apossibility.

    EssentialSkills

    • Ideally 23 yearsof experience gained working as a support administrator ideallywithin a financial planningenvironment.
    • Excellentcommunicationskills.
    • Highly organisedmethodical disciplined andmeticulous.
    • A positive cando approach.
    • The abilityto deliver excellent clientservice.
    • Able to work in ateam.
    • Able to cope with avarying workloads andpressures.
    • Excellent ITskills including a good knowledge of platforms backoffice systemsand Microsoft Office (Teams Word Excel PowerPoint andOutlook).

    About theCompany

    Located in the City ofLondon Augustine Financial Planning is a totally independent feebased Financial Planning business authorised and regulated by theFinancial Conduct Authority. Our trusted expertise personal serviceand proactive approach enables us to provide the individualattention our clients deserve. We have ambitious plans for the nextfew years and we are a caring and supportive employer who seeks toenable our employees to be the best that they canbe.

    Furtherinformation

    Recruitment RebellionLimited is advertising this vacancy on behalf of ourclient.

    Adverts run for up to 40 days and weencourage applications during this period. The interviewing processcan start at any time and adverts can be ended early if a suitablecandidate is found.

    Our application process isdesigned to be fair straightforward and inclusive to engage with asmany applicants as possible. If you require reasonable adjustmentsplease let us know.

    Only shortlisted candidateswill be contacted.

    To give your application thebest chance of success please:

    Check that youmeet the criteria for the role.

    Apply with a CVthat is clear concise and correct.

    Tailor your CVto highlight your experience and relevant achievements to theposition.

    Remote Work :

    No

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