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We are seeking a dedicated Financial Planning Administrator to join and support our expanding family business based in South London. The ideal candidate will demonstrate strong administrative abilities and a commitment to delivering professional customer service. At least 2 years prior experience in financial services and particularly wealth management are highly desirable.

 

This is a diverse role designed to adapt to the requirements of our business and clientele. The successful candidate will be office-based and should possess proficient knowledge of Microsoft Office applications. Familiarity with adviser platforms is advantageous but not essential as we have our own systems that training will be provided for.

 

Part-time, Permanent role. We are looking for someone to work 9am to 5 pm three days a week (we are flexible on days and times).

The Role:

 

This position presents an engaging and varied opportunity, encompassing, but not limited to, the following responsibilities:

 

  • The role is office based therefore there will be limited scope for home working. Willing to discuss flexible hours with the successful candidate.
  • Performing general office administration tasks such as handling post, scanning, and filing documents.
  • Providing exceptional customer service by responding to client enquiries, scheduling meetings, and maintaining high standards of communication.
  • Liaising with financial service providers to facilitate smooth business operations.
  • Conducting data entry, management, and basic analytical tasks.
  • Drafting letters and reports as needed.
  • Effectively managing workload to support both business objectives and client needs.
  • Professional development through further training opportunities is available for interested candidates.

 

Candidate requirements:

 

  • At least two years of finance experience in a similar role
  • Good level of English & Maths
  • Excellent communicator
  • Reliable and punctual
  • Excellent customer service

 

  • Posted today 
  • Croydon Works

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