Financial Planning Administrator
Job Description
Financial Planning Administrator
\nNorwich - Hybrid Working (3 days office / 2 days WFH)
\nSalary: Up to £28,000
\n\n9% Pensions
\n30 days holiday + Bank Holidays
\n\nAn excellent opportunity has arisen for an experienced Financial Planning Administrator to join a national, whole of market Chartered Firm of Financial Planners. This role offers a great balance of office and home working, alongside a competitive benefits package and strong career development prospects.
\n\nThe Role
\nYou will play a key role in supporting Financial Advisers and clients, ensuring a smooth and efficient process from initial enquiry through to ongoing servicing. This is a varied and busy position, ideal for someone who enjoys working in a collaborative environment and delivering high-quality client support.
\n\nKey Responsibilities
\n" Prepare files for new and existing client reviews, including valuation reports
\n" Process new business applications, withdrawals, drawdown cases, and fund switches
\n" Ensure all client files remain compliant at all times
\n" Maintain and update client records on back-office systems (Intelligent Office)
\n" Gather and organise information on existing plans to support adviser reviews
\n" Prepare and structure correspondence to clients and providers
\n" Arrange client meetings and manage adviser diaries
\n" Liaise with providers and third parties, including chasing Letters of Authority
\n" Handle general client servicing queries and administrative duties
\n" Meet and greet clients attending face-to-face appointments
\n" Ensure all work aligns with FCA Conduct Rules and regulatory standards
\n\nSkills & Experience
\n" Previous experience supporting advisers within a wealth management environment
\n" Strong knowledge of pensions and investment products
\n" Proficient in Microsoft Office (Word, Excel, Outlook)
\n" Excellent communication skills, both written and verbal
\n" Highly organised with the ability to manage workloads and meet deadlines
\n" Experience using Intelligent Office is desirable
\n" Working towards CII Level 4 qualification is advantageous
\n\nWhat's on Offer
\n" Salary up to £28,000
\n" 9% annual bonus
\n" 30 days holiday plus bank holidays
\n" Hybrid working model
\n" Supportive team environment with opportunities for progression
\n\nIf you are an organised and proactive Financial Planning Administrator looking to take the next step in your career, this is a fantastic opportunity to join a growing and supportive business.
\n\nApply today via NJR Recruitment or call quoting the reference NJR16832
\nPlease note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
