Recruit UK are supporting a highly respected wealth management and financial planning firm based in Bracknell, and they’re looking to take on a Financial Planning Administrator to support their ongoing growth.

In this position, you’d be providing full administrative support to Financial Planners, assisting with investment-related tasks, and putting the client experience at the forefront.

Key Responsibilities

• Provide full administrative support to Financial Advisers
• Build and maintain strong relationships with clients
• Liaise with operational teams to support activities such as transfers, corporate actions, and data updates
• Prepare meeting packs, valuations, and supporting documents
• Assist in preparing new business pitches and client presentations
• Maintain accurate client records and back-office systems

Skills & Experience Required

• 1+ year/s within a financial advice administration position
• Strong organisational and prioritisation skills
• Knowledge of investments and pensions (life assurance knowledge is desirable)

Benefits

• Competitive salary up to £32,000 (DoE)
• Hybrid working (2/3-day split)
• Private medical & Life cover
• Pension contributions
• Excellent holiday allowance + buy/sell option
• Shared parental leave
• Exam & Study support

If you’re interested in exploring this Financial Planning Administrator opportunity further, apply today!