Financial Planning Administrator

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Job description

Our client is now looking for Financial Planning Administrator to join their busy team in London!

They have an opportunity for an experienced Administrator to support the Financial Planning team and the wider Business Development team.

Our client is based in the Walkie Talkie building in the City of London.

Salary 23,000 to 25,000 per annum depending on skills and experience

Financial Planning Administrator Duties:

Invoicing Accredited Firms and managing the benefits spreadsheet.
Managing and invoicing Corporate Firms. Creating spreadsheets of benefits and managing quarterly reports.
Managing the Financial Planning inbox.

Working with the Membership team to track CFPs from achieving level 7 through to membership.
Creating Bitmark reports on clients and membership.
Attend CFP events.
Sitting the Fundamentals of financial services exam.
Attending work experience in a client firm.
Producing annual client review reports.

Supporting Academy and new initiatives for example Financial Planning Festival.
Supporting the wider business development team when required.
Financial Planning Administrator Requirement:

Relevant work experience
Excellent organisation, planning and communication skills
Attention to detail
Ability to juggle multiple projects
Excellent inter-personal skills and the ability to deal with people at senior level
A flexible attitude and able to work to deadlines
IT skills - Word, Excel and PowerPoint skills
A minimum of GCSE grades A-C \/ 5-9 in English and Maths
A team player
Financial Planning Administrator Benefits:

7% company contribution into a personal pension, in addition to your own contribution of 1% via salary exchange
Life insurance and income protection insurance
26 days leave per annum (which includes three days at Christmas)
After one years service, private medical insurance cover
A travel allowance after passing probation and option to split your working week between working from home and in the London office
A sports club allowance
About The Company:

Our client is the leading professional body for securities, investment, wealth and financial planning professionals.

Formed in 1992 by London Stock Exchange practitioners, they have a global community, which aims to promote high standards of competence and integrity to more than 40,000 members in 116 countries.

They are also the main examining body for the sector, offering their internationally recognised exams globally.

If you feel like you meet the above criteria of the Financial Planning Administrator, please apply now!

Our client value the contribution that employees with different views and experience bring to the Institute and are committed to promoting equality, inclusion and diversity.

They hope to receive applications from a wide range of talented people irrespective of their race, religion or belief, gender, age, gender identity, neurodiversity, disability, sexual orientation, ethnic origin, political belief, social class, relationship status or caring responsibilities.

Our client is the leading professional body for securities, investment, wealth and financial planning professionals.

Formed in 1992 by London Stock Exchange practitioners, they have a global community, which aims to promote high standards of competence and integrity to more than 40,000 members in 116 countries.

They are also the main examining body for the sector, offering their internationally recognised exams globally.

Its purpose is To champion lifelong learning and integrity, raising individual standards of knowledge, skills and behaviour globally to enhance public trust and confidence in financial services.