Financial Planning Administrator

We are proud to partner with a leading Financial Planning firm to recruit a proactive and detail-oriented Financial Planning Administrator. This role provides an excellent opportunity to advance your career in financial services administration while contributing to a dynamic, supportive, and client-focused environment.

As a Financial Planning Administrator, you will play a crucial role in ensuring smooth operations and exceptional service delivery. Key responsibilities include:

• Client Support: Communicate with clients, providing updates and responding to non-advisory queries in a professional manner.
• Adviser Assistance: Liaise with financial advisers to ensure the timely and efficient completion of tasks.
• Document Management: Handle post, prepare client documents for meetings, and maintain client files to company standards.
• Process Coordination: Submit and monitor new business cases, ensuring adherence to compliance guidelines and recording progress in company systems.
• Preparation for Paraplanning: Ensure all necessary information is available for the completion of recommendation reports.
• Client Servicing: Support regular client review processes, including preparing portfolio valuation reports and regulatory disclosures.
• General Support: Assist with office tasks, such as welcoming clients, managing enquiries, and providing support across departments as needed.

Essential:

• Strong organisational skills with excellent attention to detail.
• Experience of working within a financial planning firm.
• Understanding of UK financial regulatory requirements.
• Exceptional communication skills, both written and verbal.
• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint).
• GCSE Grade 4 or above (or equivalent) in English Language and Mathematics.

Desirable:

• Ability to prioritise workloads and adapt to a fast-paced environment.
• Analytical mindset with a focus on problem-solving.
• Willingness to collaborate across teams and provide support when needed.
• Commitment to professional development and ongoing training.

• Competitive Salary: Neogtiable salary dependent on experience
• Flexible Working: Hybrid working options allow you to balance office and home-based work.
• Generous Benefits:
  • 28 days annual leave (plus Bank Holidays), with the option to purchase an additional 5 days.
  • Pension scheme with 5% employer contribution.
  • Group Life Cover (4x salary).
  • Comprehensive sick pay scheme.

This role is perfect for experienced financial services administrators eager to thrive in a professional and growth-oriented environment.