Financial Planning Administrator

An exciting opportunity has arisen for an experienced Financial Planning Administrator to join a highly respected and well-established wealth management firm that is entering an exciting new phase of growth following its acquisition by a leading national financial planning group.

This is an excellent opportunity to join a growing, forward-thinking business that genuinely invests in its people. Working alongside a team of experienced Financial Planners and Paraplanners, you'll play a key role in delivering an exceptional client experience while benefiting from genuine long-term career development and ongoing professional support.

The Role

You'll become an integral member of the Financial Planning team, providing first-class administrative support and ensuring clients receive an outstanding level of service throughout the advice process.

Your responsibilities will include:

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• Processing new business efficiently and accurately.
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• Preparing client review packs and supporting annual review meetings.
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• Liaising with product providers and handling client enquiries.
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• Arranging client meetings and managing adviser diaries.
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• Processing illustration requests.
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• Maintaining accurate client records and ensuring all documentation is compliant.
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• Providing back-office support across pensions, investments and protection.
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• Assisting with day-to-day client administration and maintaining high service standards.
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About You

To be considered, you should have:

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• Previous experience working within an IFA or Financial Planning practice.
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• A strong understanding of Financial Planning administration processes.
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• Excellent organisational and time management skills.
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• Strong communication skills and a professional, client-focused approach.
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• High levels of accuracy and attention to detail.
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• The ability to prioritise workloads within a busy team environment.
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• Experience using Financial Planning back-office systems would be advantageous.
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What's on Offer?

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• Salary of approximately £25,000-£32,000 depending on experience.
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• Annual bonus.
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• Hybrid working (3 days in the office, 2 from home).
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• Flexible start and finish times.
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• Flexibility over which office days you attend.
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• A supportive and collaborative working environment.
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• Genuine long-term career progression within a growing Financial Planning business.
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• Full support towards professional qualifications for those wishing to develop their career.
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Benefits

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• 25 days holiday plus Bank Holidays, increasing with service.
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• Birthday leave.
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• Holiday purchase scheme.
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• Enhanced parental leave.
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• Pension scheme.
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• Life assurance.
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• Corporate eyecare.
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• Fully funded professional qualifications and study support.
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• Employee discounts and additional lifestyle benefits.
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Due to the office location, applicants must be able to drive and live within approximately 20-25 miles of the office.

This is an excellent opportunity for an experienced Financial Planning Administrator looking to join a successful and expanding wealth management firm that offers stability, flexibility, career progression and an excellent working culture.