Financial Planning Administrator

  • Permanent
  • Farnham
  • Posted 2 weeks ago

£23,000 - £25,000k pa

Ref: 2844/2

Financial Planning Administrator 

Our client is looking for a Finance Administrator to assist their advisors with their high network clients. This role is offering long term development for a candidate looking to develop a career in financial planning.


As the Financial Planning Administrator your tasks will include but are not be limited to:

  • Assisting with meeting preparation, new client packs and agendas etc.
  • Preparing documentation for clients’ financial planning review meetings.
  • Liaising with clients for new business information.
  • Liaising with product providers (e.g. for valuations, trusts, product terms.)
  • Uploading new business information and checking and updating existing files.
  • Creating investment review documents.
  • Supporting investment proposition through research.
  • Monitoring models, tracking errors etc.
  • Supporting investment implementation
  • Account fee checks, quarterly adviser fee spreadsheet etc.


The ideal Financial Planning Administrator will:

  • Have either 1 to 2 years investment administration or financial services experience, or be a graduate with a relevant degree.
  • Have a passion to work in the financial services sector and have strong coordination and organisational skills.
  • Be confident providing customer service with strong written and verbal communication skills, articulate, numerate, analytical, and able to work under pressure and manage priorities.
  • Have Strong Excel including Pivot Tables and V-lookups.
  • Be ambitious and look to complete CII or diploma level qualifications.


Full training and support will be provided with a view to develop the role further.


Thank you for your application however due to the high volume of candidates applying, if you have not heard back from us within 5 days please assume that you have not been successful on this occasion.


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