Recruit UK are supporting a highly respected wealth management and financial planning firm based in Bracknell, and they’re looking to take on a Financial Planning Administrator to support their ongoing growth.
In this position, you’d be providing full administrative support to Financial Planners, assisting with investment-related tasks, and putting the client experience at the forefront.


Key Responsibilities
*Provide full administrative support to Financial Advisers
*Build and maintain strong relationships with clients
*Liaise with operational teams to support activities such as transfers, corporate actions, and data updates
*Prepare meeting packs, valuations, and supporting documents
*Assist in preparing new business pitches and client presentations
*Maintain accurate client records and back-office systems


Skills & Experience Required
*1+ year/s within a financial advice administration position
*Strong organisational and prioritisation skills
*Knowledge of investments and pensions (life assurance knowledge is desirable)


Benefits
*Competitive salary up to £32,000 (DoE)
*Hybrid working (2/3-day split)
*Private medical & Life cover
*Pension contributions
*Excellent holiday allowance + buy/sell option
*Shared parental leave
*Exam & Study support


If you’re interested in exploring this Financial Planning Administrator opportunity further, apply today!