Financial Planning Administrator

Updated: May 12, 2024 05:45 PM GMT

The Burford Recruitment Company

Witney

• Hybrid working
• Development opportunities
• Regular team events

A financial planning firm based in Long Hanborough, Oxfordshire, are seeking a motivated and detail-oriented Financial Planning Administrator to join their company.

The Financial Planning Administrator will play a crucial role in supporting our financial planners and ensuring the smooth operation of our office. This is an excellent opportunity for an individual with strong administrative skills and a background in financial planning, or wealth management to develop their career in the industry.

Responsibilities
• Provide administrative support to financial planners, including preparing client meeting packs, processing new business applications, and maintaining client records.
• Assist with client communication and correspondence, including responding to client queries and scheduling appointments.
• Liaise with product providers and other third parties to gather information and documentation.
• Prepare and process... More Detail