Financial Divisions
Client Services Administrator
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Financial Planning Administrator – Study Support + Excellent Progression
Salary: Up to £38,000 + Bonus & Excellent Benefits
Location: Devon (Hybrid working)
ABOUT THE ROLE
We’re working with a highly regarded Chartered independent financial planning firm with offices in Devon, who are looking to recruit an experienced Financial Planning Administrator to join their friendly and growing team.
This is a fantastic opportunity for someone looking to take the next step in their career, joining a high-quality business that genuinely invests in its people and offers excellent long-term progression opportunities. You’ll work closely with an Adviser, providing high-quality administrative support across the full financial planning process and helping to deliver an excellent service to clients.
THE ROLE
Your responsibilities will include:
- Providing full administrative support to Advisers
- Preparing for client meetings, including reports and documentation
- Managing Adviser diaries and coordinating client meetings
- Preparing and processing client documentation
- Liaising with clients, providers and other third parties
- Updating and maintaining the CRM system
- Processing new business and client withdrawal requests, while ensuring cases progress smoothly
- Supporting Advisers throughout the full financial planning process
- Providing a consistently high level of service to clients
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WHO THEY’RE LOOKING FOR
We’re looking for an experienced Financial Planning Administrator who is organised, proactive and confident dealing with clients and providers.
You’ll ideally have experience within a financial planning or wealth management environment and be comfortable managing your own workload while working closely with Advisers.
A Level 4 Diploma in Financial Planning is not essential, although the firm offers full study support for anyone looking to work towards their qualification or continue their professional development.
Most importantly, they’re looking for someone who wants to build a long-term career within a successful and supportive business.
WHAT’S ON OFFER
- Salary up to £38,000, depending on experience
- Annual bonus
- Hybrid working
- 26 days’ holiday + bank holidays
- Excellent list of benefits
- Full study support and professional development
- Genuine long-term career progression
- Supportive, friendly working environment
- Opportunity to join a growing Chartered independent financial planning firm
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WHY THIS ROLE?
This is a genuinely exciting opportunity to join a business that is growing strongly and investing heavily in its people.
Our client is passionate about creating a supportive environment where people are given the training, development and opportunities they need to succeed. With the business continuing to grow, there is significant scope to develop your career over the long term.
If you’re an experienced Financial Planning Administrator looking for a role with a high-quality Chartered firm, excellent benefits and genuine progression, this could be an excellent next move.
If this is of interest, please send your CV to harry@financialdivisions.co.uk.
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