Planning Support Administrator

Planning Support Administrator – Private Wealth

Location: Farnham

Working pattern: Hybrid – three days per week in the office

Hours: Full-time, 37.5 hours per week

The Opportunity

We are working with a highly regarded and growing private wealth business that is looking to appoint a Planning Support Administrator.

This is an excellent opportunity for an organised, client-focused individual with experience in financial planning who wants to develop their career within a supportive and professional environment.

Working closely with financial advisers and paraplanners, you will help onboard new clients, support existing relationships and ensure an excellent level of service is delivered at every stage.

Key Responsibilities

Supporting financial advisers and paraplanners with day-to-day administration

Coordinating the efficient onboarding of new clients

Managing administrative requirements for existing clients

Communicating professionally with clients by telephone and email

Building strong relationships with clients and internal stakeholders

Maintaining accurate information on the company’s CRM system

Identifying opportunities to improve existing processes

Supporting wider business projects when required

Ensuring the client remains at the heart of everything you do

Skills and Experience

The successful candidate will ideally have:

Previous experience within a financial planning or private wealth environment

Knowledge of investment products, including ISAs, GIAs, pensions and bonds

Experience using CRM or financial planning systems

Strong written and verbal communication skills

Excellent organisation and attention to detail

A proactive approach and the ability to manage their own workload

A genuine passion for delivering excellent client service

The ability to work effectively as part of a team

CII or RO qualifications, or progress towards these, would be advantageous

Benefits

Hybrid working, with three days per week in the Farnham office

25 days’ annual leave plus bank holidays

Pension scheme

Life assurance

Income protection

Access to a flexible benefits platform

Excellent career development opportunities

Supportive and collaborative working culture

This is a fantastic opportunity to join an established private wealth business where you can develop your technical knowledge and build a long-term career.