Financial Planning Administrator - Berkshire

We are seeking an experienced Financial Planning Administrator to join a well-established  busy financial services company servicing high net worth clients, based north-east of Reading. The role is highly client-focused, requiring financial planning coordination expertise and meticulous administration. Varied multi-tasking role. Part-time applicants (20+ hours) are welcome. No sales involved.  Hybrid working is offered following training.

Responsibilities:

• Provide administrative support within the Client Support team
• Build and maintain relationships with high-net-worth clients
• Research and handle client enquiries efficiently and professionally
• Accurately update and maintain the Company CRM system
• Develop awareness of current legislation, regulatory requirements, and FCA procedures
• Provide ad hoc administrative support to the team as needed

Requirements:

• Previous administration/coordination experience in a financial planning environment
• Confident, polite, and professional telephone manner
• Strong organisational skills with excellent attention to detail
• Enjoys a small business environment. 
• Proven ability to use initiative
• Own transport - essential

Recruitment Note:

Due to high response volumes, only shortlisted candidates will be contacted within 5 days.  Applications are read carefully, and candidates may be contacted for future opportunities.