Financial Planning Administrator

Are you an experienced Administrator with a background in financial services? Are you looking for a role where your organisational skills and client focus can truly make a difference?

Requirements

• Managing and maintaining accurate client records using our back-office systems.
• Preparing documents and reports to support client meetings and advice provision.
• Ensuring compliance with financial regulations through precise data handling.
• Acting as a first point of contact for clients, delivering prompt and professional communication.

Benefits

• Generous Holiday Allowance
• Birthday off
• Flexible Working
• Employee Assistance Programme
• Ongoing Professional Development
• Perks and Discounts
• Pension Scheme