financial planning administrator in winchester

06 November 2018
samantha wright, randstad business support
job type
£ 20,000 per year
apply now

winchester, south east
financial services
sub specialism
Financial Office Support
job type
working hours
£ 20,000 per year
reference number
samantha wright, randstad business support
apply now

job description

Are you looking for a permanent, administration opportunity based within Winchester City Centre? Can you demonstrate a minimum of 2 years professional, office based experience, within the financial services sector? If yes, then I have a new opportunity, within a brand new office, that maybe of interest...

I am recruiting for a Financial Planning Administrator to join a prestigious, financial services brand, located in Winchester City Council, starting in December, paying £20,000. This is a permanent, full time job opportunity, offering full training and progression opportunities, working Monday to Friday - office hours.

*25 days holiday + bank holidays
*Private medical insurance
*Death in service
*Saving discounts
*In-house learning and development
*Plus many more

Working as a Financial Planning Administrator in this modern and professional company based in Winchester, you will provide a robust administration function to the financial planning team in an efficient and timely manner. You will hold a key role within the business and will be responsible for completing tasks that ensure a smooth and professional operation - all whilst starting in a brand new office!

*Admin support to paraplanners
*Preparation and production of reports
*Monitoring of transfers of assets/cash from other institutions
*ISA subscriptions and transfers
*Processing of client payments
*Liaising with colleagues regarding administration of client accounts.
*Ensuring client details and reviews are recorded correctly on systems
*General record keeping, administration and electronic filing

Skills, experience and attributes:
*Minimum 2 years office based administration experience
*Understanding and knowledge of FCA regulations
*Clear and confident communication skills both verbally and written form
*Intermediate knowledge of MS Word/Excel/Outlook preferred
*Good organisational skills
*Excellent attention to detail and accuracy
*Ability to meet deadlines/work within restricted time-scales
*Flexible and reliable team member
*Collaborative and inclusive approach to work
*Able to demonstrate some core values of genuine, expertise and ambition

Please apply now and call Sam in the office for further information 01793 491444 - due to the December start date, I will be working quickly on this role!

Randstad Business Support acts as an employment business when supplying temporary staff and as an employment agency when introducing candidates for permanent employment with a client. Randstad Business Support is an equal opportunities employer and decisions are made on merits alone.


fund administrator


a levels

educational requirements

secondary school