Financial planning administrator Work, Jobs in Cheddar, Som (with Salaries)

Financial Planning Administrator
Attivo Group —Cardiff
- Full-time
- Hybrid work
- CRM software
- English
- Administrative experience
- Work from home
Quick apply
PA / Receptionist / Executive Assistant - Financial Services
Network Jobs —Trowbridge
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
10d
Adminstrator
Niche Private Clients —Cardiff
- From £25,000 a year
- Full-time
- Microsoft Word
- Accounting
- IT
- Work from home
Quick apply
3h
Team Leader - Financial Planning Support
Old Mill —Wells
- Hybrid work
- Administrative experience
- Mentoring
- Organisational skills
- Employee assistance programme
- Employee discount
Quick apply
IFA Administrator/Trainee Paraplanner
Dragon Financial Planning Ltd —Newport
- £25,000 - £30,000 a year
- Full-time
- Microsoft Office
- Organisational skills
- Financial services
- Sick pay
Quick apply
13d
Administrator
One Tribe TV Ltd —Bath
- £16 an hour
- Part-time
- Microsoft Word
- Microsoft Outlook
- Administrative experience
- Sick pay
Quick apply
5d
Data Administrator
TVS Supply Chain Solutions —Bristol
- Hybrid work
- Microsoft Excel
- Computer literacy
- ERP systems
- Employee assistance programme
- Employee discount
12d
Attendance/Helpdesk Administrator
Bristol Grammar School —Bristol
- £8,500 - £10,300 a year
- Part-time
- Administrative experience
- IT
- School
Financial Adviser (Cardiff)
Perspective Financial Group —Cardiff
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
IFA Administrator
CMD Recruitment —Bristol
- £25,000 - £32,000 a year
- Monday to Friday
- Microsoft Word
- Microsoft Excel
- Computer skills
4d
Wealth Paraplanner
Royal Bank of Canada —Bath
- Full-time
- Customer service
- Communication skills
- Tax experience
4d
Senior Finance Systems Manager
Vantage Data Centers UK Management Company Ltd —Newport
- ERP systems
- Accounting
- AI
- Annual leave
Quick apply
Scheme Transition Consultant
CLFIS Limited —Bristol
- Analysis skills
- Tax experience
Senior Financial Planner
WTW —Bristol
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Unix / Openshift System Administrator
Boeing —Bristol
- Monday to Friday
- DevOps
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- Linux
- Life insurance

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PA / Receptionist / Executive Assistant - Financial Services
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Ensuring that all incoming telephone calls are dealt with in an appropriate manner and ensuring that, as far as possible, telephone calls are returned.
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Financial Planning Administrator

Attivo Group -
Cardiff

Quick apply

Job details

Full-time

Benefits

Company pension
Work from home
Private medical insurance

Qualifications

CRM software
Financial planning
English
Administrative experience
Organisational skills
Time management

Full job description

Financial Planning Administrator

About Attivo:

Attivo are Lifestyle Financial Planners.

We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest – an approach that builds trust with our clients and inspires their financial confidence.

Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilling our clients' lifestyle needs.

Whether you’re a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.

About the role:

As a Financial Planning Administrator, you will play a pivotal role in supporting the financial planning team to deliver a seamless client experience. This role involves providing comprehensive administrative assistance and ensuring the smooth and efficient processing of client requirements. You will be managing new business submissions, carrying out fund switches, processing claims, and liaising with platforms and providers to complete client applications and service requests promptly.

The role involves inputting and maintaining client data, ensuring records are up to date, accurate, and reflective of ongoing work.

As a Financial Planning Administrator, you will also provide general administrative support, assist with meeting preparation, and handle client inquiries to enhance team efficiency and service delivery.

This role would require the successful application to work from the office for a minimum of 3 days per week and could be based in any of our offices in Liverpool, Cheltenham, Reading (Theale), Fareham and Cardiff.

About the you:

You are a detail-oriented and highly organised professional with a strong background in financial planning administration. Your proven experience in supporting financial advisors and managing client information equips you to excel in maintaining accurate client records, processing updates, and handling onboarding and offboarding tasks. Proficient in maintaining CRM systems and ensuring data integrity, you prioritise clear communication and adherence to SLAs.

You have excellent time management skills and an ability to work effectively under pressure. You take initiative to review workflows, optimise processes, and support your colleagues to ensure smooth departmental operations. You have excellent interpersonal skills, along with a commitment to professionalism, discretion, and ethical conduct.

Essential skills and experience

Previous experience supporting a Financial Advisor

Experience working with platforms and providers, such as Abrdn, Aviva, Fidelity, AJ Bell etc.

Minimum of 5 GCSEs graded A-B, or equivalent, including Maths and English

Good organisational, time management skills and effective caseload management

Ability to work well under pressure while maintaining excellent attention to detail

Ability to work on own initiative, sometimes for long periods of time

Professional, ethical, and discreet

Desirable skills and experience

Relevant professional qualifications

Educated to a degree level would be advantageous

Key Responsibilities include:

The accurate processing of all New Business Submissions, working with platforms and providers to ensure client applications and requests are concluded.

Input and maintain new business data in client management systems on a timely basis so that client records are accurate, up-to-date and contain relevant information reflecting the true state and progress of work undertaken.

Processing fund switches and claims for clients.

General Administration support to the wider Financial Planning team to assist with meeting preparation and client enquiries.

Maintain CRM system to keep Financial Planners updated throughout the processing of business in accordance with Service Level Agreements.

The Onboarding and Offboarding of clients, including updating CRM, informing providers, adding, or removing fees

Support with Financial Planning Associates with MIFID statements as required.

Continuously review own and team’s workflows and processes and offer support to other colleagues where appropriate.

In coordination with other members of the team, ensure that all housekeeping is maintained up to date to enable the smooth and efficient running of the department.

Salary and benefits

Negotiable depending on experience

Attivo also offers:

Non-contributory Pension Scheme (8%)

Private Medical Insurance

Cashplan

Income Protection

Critical Illness

Death in Service

Parking allowance

Generous holiday allowance, rising with length of service

Work from home and flexible working available

Excellent culture, promoting employee wellbeing and engagement.

Recruitment Policy

Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible.

Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA). This may include but not limited to adverse financial history, criminal records, UK directorship and disqualifications check.

Attivo do not use recruitment agencies, and we respectfully ask that agencies do not contact us regarding posts advertised on this site.

Privacy Policy
Please visit our website to view our full privacy policy for prospective employees.

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Refine Your Search

financial planning administrator jobs in cheddar, som

Financial Planning Administrator

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