Financial Planning Administrator
Recruit UK · London
Job description
About the role
Ready to take your Financial Planning Administration experience to the next level? We are partnering with a well‑respected financial management firm in Central London to find an experienced Financial Planning Administrator. You will manage all aspects of financial services administration, from processing letters of authority and preparing client documentation to liaising with providers and clients.
Key responsibilities
- Supporting financial advisors
- Obtaining valuations and performance data
- Printing and collating client reports/application packs
- Processing dealings, withdrawals, applications, bereavements and powers of attorney
- Managing client data on XPLAN
What we offer
- Starting salary £40,000 per year
- 4% matched employer pension contribution
- Cash Plan benefit
- Optional Bupa healthcare (P11D benefit)
- Four‑times salary death‑in‑service cover
- Annual discretionary bonus paid in March, based on company and individual performance
- Hybrid working – one day remote per week
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Published 1 day ago
Expires 1 month from now
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Recruit UK
London
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