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Financial Planning Administrator

Financial Planning Administrator

Fram Search

Posted 6 days ago, valid for 21 days

Leeds, West Yorkshire LS14 1DZ

£22,000 - £26,400 per annum

Full Time

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Sonic Summary

A respected discretionary wealth manager is seeking a Financial Planning Administrator for a hybrid role focused on client management.
The position requires experience in IFA administration, with a strong understanding of FCA regulations and compliance standards.
Key responsibilities include assisting in client onboarding, preparing recommendations, and managing client records to ensure exceptional service.
The ideal candidate should be organized, proactive, and possess good attention to detail, with a diploma in Paraplanning or Regulated Financial Planning preferred.
The salary for this role is competitive, and candidates should have at least two years of relevant experience.

Hybrid
IFA Administration
Client managment

Fram and a working with a respected discretionary wealth manager, who is currently seeking a Financial Planning Administrator. In this pivotal role, you will work closely with Advisers, Paraplanners, and the Head of Planning to ensure compliance standards are met and exceptional client service is provided. As a key team member, responsibilities will involve assisting in preparing recommendations, producing suitability reports, consumer duty obligations, and efficiently managing client records. Key Responsibilities:

Assistant in the administration of client profiles and financial planning products and services through Onboarding new client’s data and documents
Obtain information, quotes, illustrations and produce details to provide comparisons for analysis
Providing clients and/or their advisers with information and report about their portfolios along with other financial planning products and services.
Working closely with the financial planner you will discuss the client’s objectives, identifying and obtain the necessary information to compile the financial report
Assistant with general client enquires ad-hoc request, processing client applicants and contributions
Record client related communication, written oral or electronic including the client related communication with third parties.

The ideal candidate will have experience of IFA administration being able to analyse complex information along with knowledge of the FCA. Should be highly organised, with the ability to adapt and use own initiative to work proactively along with good attention to detail and proven accuracy skills. A diploma in Paraplanning, Regulated Financial Planning or working towards this qualification would be preferred. Experience in using Microsoft Office Applications (Intermediate level) – knowledge of Intelligent Office, iress Exchange and Objectway is desirable.

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