Are you a Financial Services Administrator looking to elevate your career within a prestigious and award-winning wealth management firm? A leading UK-based Financial Planning and Investment Management organisation is currently seeking a dedicated Financial Planning Administrator to join their progressive team in Bracknell.
Position: Financial Planning Assistant
Location: Bracknell
Type: Full-time, Permanent
Salary: Up to £30,000 plus discretionary bonus and excellent benefits
About Our Client:
Our client is one of the UK's largest and most successful wealth management firms, with a strong national presence and over £55 billion in Assets Under Management. As a forward-thinking business at an exciting stage of growth, they are committed to delivering exceptional client outcomes through comprehensive financial planning and investment management services.
The Role:
As a Client Administrator, you will play a vital role in supporting their Paraplanners and Financial Planners, ensuring that our clients receive the highest level of service throughout the advice process. Your responsibilities will include:
- Client Support: Collaborating closely with Financial Planners and Investment Managers to deliver excellent client outcomes.
- Relationship Management: Building and maintaining strong relationships with clients through regular contact.
- Administrative Duties: Maintaining back-office systems and client records in line with company policies, preparing meeting packs, and valuations as required.
- Liaison: Coordinating with operational teams to support activities such as transfers, corporate actions, and static data changes.
- Third-Party Communication: Requesting policy information from third-party providers when necessary.
What They're Looking For:
- Experience: Any financial services administration experience is welcomed, particularly within financial planning or investment management.
- Skills: Strong organizational abilities, attention to detail, and the capacity to manage multiple tasks effectively.
- Communication: Excellent verbal and written communication skills, with a client-focused approach.
- Technology: Proficiency with financial planning software and general office tools.
Why Join Our Client:
- Career Growth: They invest in their staff with first-class on-the-job training, support for market exams, and opportunities for career progression.
- Competitive Package: A basic salary of up to £30,000, plus a discretionary bonus, pension, group life assurance, group income protection, and private medical insurance.
- Flexible Working: Enjoy a hybrid working model with 3 days in the office and 2 days working from home.
- Supportive Environment: Join a forward-thinking business that values its employees and promotes a collaborative, inclusive culture.