Financial planning administrator

Job role: Financial Planning Administrator Salary: 23k-28k  Location: Leicester Why Join Us? • 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 Join Our Team as a Financial Advisory Administrator! 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 policiesWhat 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 advantageousIf 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