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Permanent

Financial Planning Administrator

Guildford
money-bag 36000.00-36000.00 Annual
3063389674
Posted Yesterday

Financial Planning AdministratorGuildford 36,000 - 42,000 Faith Recruitment are recruiting for a Financial Planning Administrator who holds or is working towards their Level 4 Diploma in Financial Planning to join their expanding team. This varied and fulfilling role will play a pivotal part in supporting both paraplanners and financial advisers, helping to maintain the high standards of service their clients receive. You must hold a full UK Driving License and have access to a car due to the location of the office. Benefits: Free ParkingCompany PensionGroup Life InsuranceCompetitive salary of 36,000 - 42,000 Key Responsibilities:Manage administrative tasks including anti-money laundering (AML) documentation, account applications, transfers, and policy changes.Act as a key liaison between Financial Planners, the support team, and clients.Maintain and update systems and records to ensure accurate and compliant data.Prepare client-facing materials such as reports, valuations, and meeting documentation.Conduct paraplanning research.Monitor and review the quality of administrative workflows. Requirements:5+ years of administration experience within the Financial Planning industry.Qualified to, or actively working toward, a Level 4 Diploma in Financial Planning.Understanding of pensions, investments, and the use of financial planning platforms.Must hold a full UK Driving License and have access to a car. ..... full job details .....

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