Technical administrator financial planning Work, Jobs in Maidenhead, Eng (with Salaries)

Financial Planning Administrator
Amber River SFIA —Maidenhead
- £25,000 - £28,000 a year
- Full-time
- Data entry
- In-person
- School
- Annual leave
Quick apply
10d
Financial Planning Administrator
The Progeny Group Limited —Marlow
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
4d
Technical Administrator
Bidfood —Slough
- £30,000 a year
- Monday to Friday
- Remote
- Microsoft Powerpoint
- Microsoft Excel
- Administrative experience
- Employee discount
Quick apply
2d
Finance & M&A Assistant
Amber River SFIA —Maidenhead
- £28,000 - £30,000 a year
- Full-time
- Administrative experience
- Bachelor's degree
- Financial services
- Annual leave
Quick apply
10d
Technical Administrator
BidCorpManufacturing —Slough
- £30,000 a year
- Monday to Friday
- Remote
- Microsoft Powerpoint
- Microsoft Excel
- Administrative experience
- Employee discount
Quick apply
2d
Administrator/Paraplanner/Trainee Paraplanner
FGA Wealth Ltd —Guildford
- £27,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Financial services
Quick apply
Technical Administrator
Harding Financial —Shalford
- £25,000 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Office
- Organisational skills
5d
Property Helpdesk Administrator
Choice Care Group —Bracknell
- £25,000 a year
- Full-time
- Microsoft Excel
- Maintenance
- Analysis skills
- Employee assistance programme
- Life insurance
1d
Operations Support Manager
Medivet Group Ltd —Watford
- £38,000 a year
- Weekend availability
- Microsoft Excel
- Microsoft Outlook
- Computer networking
Senior Database Administrator
London Business School —London
- Azure
- DevOps
- Communication skills
- Annual leave
- Gym membership
Quick apply
10d
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
Senior IT Delivery Manager
Shivom Consultancy Ltd —Brentford
- £55,000 - £70,000 a year
- Full-time
- Azure
- Computer Science
- PMP
- Employee assistance programme
Quick apply
5d
IT Infrastructure Lead
elasticStage —Elstree
- £80,000 - £90,000 a year
- Full-time
- Azure
- AWS
- Presentation skills
- Free parking
- Annual leave
Quick apply
Commercial Project Manager
Hazlemere Windows —High Wycombe
- Call to connect
- ERP systems
- Microsoft Office
- Project management
Quick apply
Group Finance Systems and Consolidation Accountant (FTC)
Senior plc Head Office —Rickmansworth
- Full-time
- Hybrid work
- Microsoft Excel
- Oracle
- Programmable logic controllers
- Work from home
- Employee assistance programme
Quick apply
Technical Account Manager - Paris
Pigment —Paris (75)
- Full-time
- SQL

More jobs to discover

Find similar jobs that you might be interested in.

Financial Planning Administrator
Amber River SFIA —Maidenhead
Ensuring the telephone is answered promptly and all client contact is carried out in a professional and courteous way. Accurate data entry and record-keeping.
£25,000 - £28,000 a year
Quick apply
10d
Financial Planning Administrator
The Progeny Group Limited —Marlow
Financial Services experience – you will bring a minimum of 2 years’ experience with a good understanding of financial products and FCA principles.
Quick apply
4d

I want to receive the latest job alerts for technical administrator financial planning in maidenhead, eng

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

technical administrator financial planning jobs near maidenhead, eng

Financial Planning Administrator

Amber River SFIA
Maidenhead

Quick apply

Job details

Full-time
£25,000 - £28,000 a year
10 days ago

Benefits

Additional leave
Financial planning services
Annual leave
Company pension
Company events
Enhanced maternity leave

Qualifications

Data entry

Full job description

Purpose of the role

To provide high-level technical and administrative support to financial advisers and their clients, ensuring the delivery of accurate, timely, and compliant advice.

Responsibilities

Ensuring the telephone is answered promptly and all client contact is carried out in a professional and courteous way.
Keeping all client records up-to-date and accurately maintained, utilising business process guides and checklists to ensure procedures are always followed.
Sorting and allocation of post, updating CURO.
Completing AML checks, following company procedures for alerts.
Sending and processing of ATR questionnaires.
Preparing and issuing client fee invoices.
Preparing meetings packs to support advisers.
Submission and processing LOA and COAs with providers.
Submission of new business applications to providers and lenders, ensuring case progression is maintained within appropriate timeframes, updating Curo with all progression contact information and updates documented throughout the journey.
Managing new business processing, including setting up recommendations in CURO.
Updating CURO with all policy transactions and changes.
Completion of new business checks and ensuring all documentation is accurate.
Supporting advisers in in the completion of complex client-facing documents (e.g., provider forms).
Booking client annual review meetings on behalf of advisers
Performing review meeting systems checks along with updating plan information and running validation reports.
Preparation of annual review reports, including valuations, amendments where required and issuing reports to clients within service standard timeframes.
Diligently processing fund switches, money movements and withdrawals, maintaining clear audit trail of transactions, ensuring CURO is updated with all policy transactions and changes.
Assisting with lead enquiry management, triage, and scheduling client meetings.
Recording daily time spent within tasks on CURO and completion of timesheet for independent work undertaken outside of CURO.
Dealing with ad-hoc tasks, provider or client queries to meet the business needs.
Ensuring the central inbox tasks are maintained daily without delay, and no tasks remain within inboxes beyond 48 hours.
Complying with the Financial Services and Markets Act 2000, the FCA’s Conduct rules / FCA Statements of Principle & Code of Practice and the relevant FCA rules at all times.

Skills and Experience Required

Excellent interpersonal skills and professional demeanour, able to converse with clients in a courteous and professional manner.
Working with CRM or back-office systems (e.g., CURO or similar platforms).
Accurate data entry and record-keeping.
Understanding of compliance requirements under FCA regulations.
Following documented business processes and checklists.
Strong attention to detail.
Ability to multitask and manage time effectively.
Ability to communicate well both in writing and verbally.

This is a progressive role and would suit anyone with an aptitude for learning and development. We support progression towards Level 4 Diploma in Regulated Financial Planning and onward career development towards roles in Operations, Compliance, Investment Management or Advice for those looking for career pathways.

Who We Are

Here at Amber River SFIA we provide quality independent financial advice to our valued clients across the UK.

Amber River SFIA provides a variety of financial planning services, from investments to mortgages, while also specialising in School Fees Planning. Our advisers aim to build lasting relationships with clients and our support teams are an essential part of this journey. We assist clients in achieving their goals, helping them to adapt their personalised financial plan if and when surprises occur along the way. Our Maidenhead head office serves as a base for the administrative and technical departments that provide support to both advisers and clients. Our team is proud of the client relationships we've helped to build and maintain over the years.

What We Offer

Competitive salary
Generous annual leave entitlement
Company pension scheme to help you plan for the future
Regular company social events to build connection
Learning and development opportunities to accelerate your career growth

Applications
We are an equal opportunities employer and welcome applications from people of all backgrounds, identities, and experiences. If you need reasonable adjustments at any stage of the recruitment process, please let us know. Candidates are selected on merit based on skills, experience, and potential.

If you would like to join our friendly and supportive team, we'd love to hear from you.

Pay: £25,000.00-£28,000.00 per year

Benefits:

Additional leave
Company pension
Enhanced maternity leave
Financial planning services

Ability to commute/relocate:

Maidenhead SL6 8LT: reliably commute or plan to relocate before starting work (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

technical administrator financial planning jobs in maidenhead, eng

Financial Planning Administrator

Financial Planning Administrator