Financial planning administrator

Location: Leicester

• Competitive salary
• Workplace pension with provider and funds
• 23 days holiday allowance, plus public holidays
• Holiday scheme allowing for purchase or sale of up to 5 days holiday entitlement per year
• Private medical scheme following successful completion of 6 months probation
• Hybrid working up to 1 day a week from home in addition to flexible working for appointments
• Funding and support for professional development

Are you detail-oriented with a passion for finance and client service? We’re looking for a motivated Financial Advisory Administrator to support our team in delivering exceptional financial advice to our clients!

Key Responsibilities:

• Provide administrative support to financial advisors, ensuring seamless operations
• Prepare and maintain client files, documents, and reports
• Assist in the onboarding process for new clients
• Coordinate client meetings and follow-ups
• Manage client communications, ensuring timely responses and excellent service
• Help maintain compliance with industry regulations and company policies

What We’re Looking For:

• Strong organizational skills with a keen eye for detail
• Excellent communication skills, both written and verbal
• Proficient in Microsoft Office and financial software
• Ability to multitask and prioritize effectively in a fast-paced environment
• Previous experience in financial services or administrative roles is advantageous

If you’re ready to contribute to a team that makes a difference in clients’ financial journeys, apply today! We look forward to welcoming you to our family!