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Financial Services Administrator

Postaladdress Uk, Bracknell, Bracknell Forest

Financial Services Administrator

£31000

Postaladdress Uk, Bracknell, Bracknell Forest

  • Full time
  • Permanent
  • Remote working

Posted 4 days ago, 1 May | Get your application in now to be included in the first week's applications.

Closing date: Closing date not specified

Job ref: 1b8557a35be5459991963e077d742fa9

Location ref: Bracknell, Bracknell Forest

Full Job Description

You will be joining a collaborative and high-performing team, providing essential administrative support to experienced Paraplanners and highly successful Financial Planners. The business prides itself on delivering a high-quality, personalised service to clients, and you will play a key role in ensuring the smooth day-to-day running of the advice process.,

  • Providing administrative support across the financial planning process
  • Managing annual reviews and preparing client documentation
  • Processing change of address updates and maintaining accurate client records
  • Handling general client servicing and administrative tasks
  • Liaising with providers, platforms, and internal teams to ensure efficient case progression

    Previous experience within financial planning or the wider financial services sector
  • Candidates from pensions, investments, platforms, or mortgage backgrounds will also be considered
  • Strong organisational skills with excellent attention to detail
  • A proactive and team-oriented approach
  • Confident communication skills and a client-focused mindset

    Basic salary up to £31,000
  • Hybrid working - 3 days in the office & 2 days WFH
  • Competitive benefits package
  • Opportunity to join a growing and highly regarded firm
  • Supportive and collaborative working environment
  • Genuine opportunities for career progression and development
    • This is an excellent opportunity for an ambitious individual looking to further their career within a dynamic and expanding financial planning business.

Direct job link

https://www.jobs24.co.uk/job/financial-services-administrator-126776237
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