Financial Planning Administrator

Job title: Financial Planning Administrator Industry: Financial Services Location: Central London Salary: £40,000 Job reference: 10554 Ready to take your Financial Planning Administration experience to the next level? Description: Financial Planning Administrator Recruit UK are working with a well-respected financial management firm in London, offering an excellent opportunity for an experienced financial planning administrator to join their growing team. As a financial planning administrator, you will manage all aspects of financial services administration, including processing letters of authority, preparing client documentation, and liaising with providers and clients. Benefits: Financial Planning Administrator £40,000 starting salary 4% matched employer pension contribution Cash Plan benefit Optional Bupa healthcare (P11D benefit) Four times salary death-in-service cover Annual discretionary bonus paid in March, based on both company and individual performance Hybrid working - 1 day (WFH) Responsibilities for the Financial Planning Administrator include: Supporting financial advisors Obtaining valuations and performance data Printing and collating client reports/application pack Processing of dealings, withdrawals, applications, bereavements, power of attorneys Managing client data on XPLAN Skills and experience required: Financial planning administration experience If you''re interested in finding out more, please apply today! ..... full job details .....