Financial Planning Administrator

The Role: I am recruiting an experienced, remote Financial Planning Administrator (Financial Planning Assistant/ Adviser Support) on behalf of Pyrford Financial Planning, a small and ambitious Accredited, Chartered and Certified, independent Financial Planning firm. The Opportunity: This is a fully remote role, supporting two highly experienced Financial Planners who are also the Directors of the business. As a key member of a small team, you will be an integral part of the business and enjoy a varied role with a high level of autonomy and responsibility. This is a fantastic opportunity for a career Administrator to work remotely and still be closely involved in the full financial planning process and the client experience. You will also have the opportunity to support with business operations, defining and developing new processes and systems, which will shape the client experience and the operation as it grows, and make a valued contribution to the on-going success of the business.The Person: The successful Financial Planning Administrator (Financial Planning Assistant/ Adviser Support) will have a minimum of 3 years'' experience of working in a highly involved, varied and responsible support role, in a financial planning, financial advice or wealth management environment. You will be an excellent task manager and administrator, proactive, highly organised and detail orientated, capable of coordinating tasks and prioritising accordingly. You will also be a strong ..... full job details .....