Job Summary
We are seeking a detail-oriented and organised Financial Planning Administrator to join our team. The successful candidate will provide essential support in financial planning processes, ensuring accurate report writing, analysis, and efficient administrative operations. This role offers an excellent opportunity for individuals with a strong background in financial services and outstanding communication skills to contribute to our organisation’s success.
Duties
- Prepare and compile detailed financial reports using Microsoft Word, Excel, and Outlook
- Analyse financial data to support planning and decision-making processes
- Assist with the development and maintenance of financial plans and documentation
- Manage correspondence with clients and internal teams via email and other communication channels
- Provide exceptional customer service by addressing client inquiries professionally and efficiently
- Organise schedules, meetings, and appointments to ensure smooth workflow
- Maintain accurate records of financial transactions and documentation
- Support the team with administrative tasks such as filing, data entry, and document management
- Contribute to report writing for internal reviews or client presentations
- Utilise IT skills effectively to streamline administrative processes
Skills
- Strong report writing and analysis skills with attention to detail
- Excellent communication skills, both written and verbal
- Proficient in Microsoft Office suite, including Word, Excel, Outlook, and other relevant programmes
- Organised with exceptional time management abilities to prioritise tasks effectively
- Customer service orientation with a professional approach to client interactions
- Solid organisational skills for managing multiple responsibilities simultaneously
- Administrative experience in a fast-paced environment preferred
- Good IT literacy with the ability to adapt to new software tools quickly
This role is ideal for motivated individuals seeking a challenging yet rewarding position within the financial sector. The successful applicant will be integral to supporting our financial planning team through efficient administration and insightful analysis. The position would particularly suit someone looking for flexibility to balance professional responsibilities alongside family commitments.
Pay: £27,000.00-£32,000.00 per year
Benefits:
- Additional leave
- Casual dress
- Company pension
- Financial planning services
- Flexitime
- Free parking
Ability to commute/relocate:
- Ulverston LA12 7AJ: reliably commute or plan to relocate before starting work (required)
Experience:
- Administrative: 2 years (required)
Work Location: In person
