Overview
Financial Planning Administrator Jobs in London, England, UK at Eaton Syalon Limited
Financial Planning Administrator (Remote)
Location:
Remote – The role is ideal for candidates based in Nottinghamshire, Derbyshire or Leicestershire   Salary: £30,000 – £35,000   Industry: Wealth Management/Financial Planning
Are you an experienced Financial Planning Administrator with a background in wealth management?
Eaton Syalon are partnering exclusively with a highly reputable wealth management firm that prides itself on delivering a truly personal and tailored financial planning service. Due to continued growth, they are now seeking a proactive and detail driven Financial Planning Administrator to join their team.
Previous experience within a wealth management or IFA environment is essential to be considered for this role.
What youll be doing:
Supporting Financial Planners with client administration
Preparing and processing new business applications
Maintaining
up-to-date
client records and back-office systems
Producing client reports, valuations, and documentation
Liaising with providers and clients to ensure smooth workflow
Ensuring compliance and documentation meet FCA requirements
Accurately record and maintain all written and electronic client communications in line with FCA and GDPR requirements, using a financial planning system.
Collect, collate and record client policy information and critical data in accordance with Know Your Customer and Anti-Money Laundering principles.
Manage and update client records, portfolios and transactional data, ensuring secure storage and confidentiality.
Support the implementation of ongoing suitability and service processes following client reviews.
Adhere to internal and FCA compliance procedures, including reporting breaches or complaints to the Compliance Manager.
Process and submit new business applications, ensuring all documentation is complete and compliant and follow up with providers to completion.
What were looking for:
Previous experience within a wealth management or IFA environment is essential
Strong understanding of financial planning processes and products
Excellent organisational skills and
attention to detail
Ability to manage workloads independently in a remote setting
Confident
communication skills
(Both written and verbal)
Familiarity with financial software and CRM systems
Why apply?
Fully remote position with occasional team meet-ups
Supportive,
experienced team
and
collaborative
culture
Opportunity to work with a business that truly values its clients and employees
Salary: £30,000 – £35,000
Working Hours:
Monday – Friday 9.00 AM – 5.00 PM Fully
Remote Working
If you think you have the relevant experience for the role, please
apply now
to
take the next step
in your financial planning career.
Title: Financial Planning Administrator
Company: Eaton Syalon Limited
Location: London, England, UK
Category: Finance & Banking (Financial Consultant, Accounting & Finance, Finance Assistant), Administrative/Clerical (Finance Assistant)
