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| Job Location | Ascot |
| Education | Not Mentioned |
| Salary | 27,000 - 30,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
My client an Independent Financial Advice Practice are recruiting an Financial Planning Administrator to join the team due to the companies continued success. You will be working as part of an administrative team you will play an active role in supportingboth the paraplanners and financial advisers. You will assist in the processing of new business and the servicing of existing clients, adhering to strict FCA regulations and internal policy and procedure. Composing Letters of Authorities and chasing providers for the relevant policy informationDuties include:* Typing Fact finds and inputting client information and attaching documents to True Potential* Scanning and printing of documentation* Preparing and binding reports with all relevant documentation for client meetings* Assisting staff with their administration needs as and when required* Assisting with incoming and outgoing post* Sending applications to providers* Providing admin support for local marketing initiatives* Ensure all dealings with clients are carried out in a professional and courteous manner* Ensure all supporting documentation is maintained as per company procedures* Generally providing admin support to all advisers as and when neededThis is a Hybrid working role offering 2 days home based 3 days office based, we are looking for a candidate with current experience in a similar role within a financial planning practice. We can offer career development and exam support. Offering a salaryof £27,000 - £30,000 dependent on experience