Financial Planning Administrator

Job Advert: Financial Planning Administrator

Full time or Part time considered

Location: Newcastle-Under-Lyme

Do you have a strong eye for detail, a knack for organization, and a commitment to delivering exceptional client service? An established, multi-office Wealth Management firm with offices across the UK, is seeking a Financial Planning Administrator to join their team, supporting Financial Planners and Office Managers. This role is ideal for someone with a passion for financial services, who thrives in a collaborative and client-focused environment. There will be plenty of opportunities for development and progression within this company, who are still at an early stage of their growth.

About the Role

As a Financial Planning Administrator, you will play a vital role in supporting their financial advisory team by providing a compliant, efficient, and professional service to their clients. You will be responsible for managing key client interactions, coordinating document preparation, and ensuring the smooth processing of new business. This role requires an individual with strong organizational skills who can manage various administrative tasks with a high degree of accuracy and confidentiality.

Key Responsibilities

• Obtain provider information and client-specific illustrations to support advisers in crafting their recommendations.
• Process new business submissions, ensuring all compliance documents are completed and accurate.
• Manage client portfolios, including updating plans, tracking progress, and providing regular client updates.
• Conduct research and prepare FE Analytics reports to assist with fund recommendations.
• Prepare performance documentation, valuation reports, and client review materials for adviser meetings.
• Handle client queries, complete withdrawal instructions, and maintain accurate client records.
• General office administration, including scanning, filing, and answering phone calls.

Key Skills and Competencies

• Service Delivery: Commitment to high-quality customer service.
• Communication: Excellent verbal and written skills to build strong client relationships.
• Teamwork: Ability to work collaboratively within a team setting.
• Organization: Strong planning and prioritization abilities to manage multiple tasks.
• Attention to Detail: High degree of accuracy in document preparation and data entry.
• Integrity: Professionalism and adherence to compliance standards.

Qualifications and Experience

• Previous experience in a similar financial services administration role.
• Knowledge of investment, pension, and protection business processes.
• Proficiency in using office software and analytics tools (FE Analytics experience a plus).

On offer

• Competitive basic salary of up to around £30,000
• Company would also consider a Senior Financial Planning Administrator role for more experienced candidates (to £35,000)
• 23 days holiday + BH (holiday increases by 1 day every 2 years up to a max of 25 days).
• Life Assurance (4x salary)
• Company sick pay
• Group income protection (long-term illness/injury, 50% of basic salary, 5 years)
• Pension with option for salary sacrifice (Employer contribution of 3% of basic salary)
• Virtual health support (GPs, Mental Health and more)
• Free mortgage advice

Why Join? This is an exciting opportunity to work with a team that values integrity, client focus, and professional growth. We offer competitive compensation, ongoing training, and a supportive work environment.