Senior Financial Planning Administrator (Remote)

Financial Planning Firm; England; On-site; GBP 60,000 - GBP 80,000; Full time

Job summary

A reputable financial services company in the United Kingdom is seeking a Senior Financial Planning Administrator. In this role, you will support an Associate Director, ensuring client meetings are well-prepared and that workflows are managed efficiently. Ideal candidates will have at least 3 years of experience in financial planning, strong interpersonal skills, and a detailed understanding of tools like Intelliflo. The position offers flexibility, a competitive salary, and a variety of employee benefits that promote well-being and engagement.

Benefits

Non-contributory Pension Scheme (8%)

Private Medical Insurance

Work from home and flexible working

Qualifications

• At least 3 years' experience in a similar role within Financial Planning.
• Confident in preparing client meetings and managing diaries.
• Detail-oriented with excellent communication skills.

Responsibilities

• Ensure the Associate Director is prepared for client meetings.
• Manage the Associate Director's diary and monitor team workflows.
• Provide comprehensive administrative support including report preparation.

Skills

Organisational skills

Interpersonal skills

Numerical skills

IT skills

Education

Minimum 5 GCSEs graded A-C including Maths and English

Tools

Intelliflo

Job description

A reputable financial services company in the United Kingdom is seeking a Senior Financial Planning Administrator. In this role, you will support an Associate Director, ensuring client meetings are well-prepared and that workflows are managed efficiently. Ideal candidates will have at least 3 years of experience in financial planning, strong interpersonal skills, and a detailed understanding of tools like Intelliflo. The position offers flexibility, a competitive salary, and a variety of employee benefits that promote well-being and engagement.