Financial Planning Administrator
Location: nr Woodley, Reading
Salary: £35k–£45k
Type: Full-time or Part-time (20+ hours)
Hybrid: Available after training


We are seeking an experienced Financial Planning Administrator to join a well-established busy financial services company servicing high net worth clients, based north-east of Reading. The role is highly client-focused, requiring financial planning coordination expertise and meticulous administration. Varied multi-tasking role. Part-time applicants (20+ hours) are welcome. No sales involved. Hybrid working is offered following training.


Responsibilities:
*Provide administrative support within the Client Support team
*Build and maintain relationships with high-net-worth clients
*Research and handle client enquiries efficiently and professionally
*Accurately update and maintain the Company CRM system
*Develop awareness of current legislation, regulatory requirements, and FCA procedures
*Provide ad hoc administrative support to the team as needed


Requirements:
*Previous administration/coordination experience in a financial planning environment
*Confident, polite, and professional telephone manner
*Strong organisational skills with excellent attention to detail
*Enjoys a small business environment.
*Proven ability to use initiative
*Own transport - essential


Recruitment Note:
Due to high response volumes, only shortlisted candidates will be contacted within 5 days. Applications are read carefully, and candidates may be contacted for future opportunities.