Job Description
Financial Planning Central Administrator
Location: Peterborough (Hybrid – 3 days office based)
Salary to £28,000
Excellent benefits, including 30 days holidays + Bank Holidays!
We are recruiting for a Central Administrator to join a highly regarded UK wealth management business, supporting its Financial Planning division. This is a key operational role, providing essential administrative and process support to advisers and internal teams, helping ensure high standards of efficiency, compliance and client service.
The firm offers a collaborative and inclusive working culture, with a strong focus on responsible investing, sustainability, and doing the right thing for clients and colleagues alike.
The Role
The Central Administrator plays a vital role in ensuring the smooth delivery of financial planning administration, acting as a central point of contact for key processes such as Letters of Authority, annual reviews, valuations and record maintenance.
Key Responsibilities
Administrative Support
* Provide accurate and timely administrative support across client servicing and internal processes
* Maintain and update client records and CRM systems in line with regulatory and company requirements
* Assist with client onboarding, document preparation and data entry
Operational Delivery
* Complete tasks to a high standard within agreed service level timeframes
* Support the wider administration team with operational targets, including suitability report packaging
* Flag complex cases or issues to senior team members
* Monitor and manage incoming and outgoing post
Compliance & Governance
* Follow internal policies and FCA/AML requirements at all times
* Assist with documentation for internal reviews and audits
* Maintain confidentiality and data integrity
* Escalate complaints, breaches or losses promptly in line with internal procedures
Team Collaboration
* Work closely with colleagues across regional teams to ensure consistent support
* Participate in team meetings and contribute to continuous improvement initiatives
* Undertake additional duties as reasonably required
Stakeholder Interaction
* Respond professionally to queries from advisers and internal teams
* Maintain a client-focused approach in all communications
* Escalate complex queries where appropriate
Skills & Experience
Essential
* Strong attention to detail and organisational skills
* Excellent communication and interpersonal abilities
* Ability to manage multiple tasks and prioritise effectively
* Consistently produce accurate, high-quality work
* Proficient in Microsoft Office and CRM systems
Desirable
* Understanding of financial planning and wealth management products
* Knowledge of the annual review process
* Willingness to work towards financial services or CII qualifications
Qualifications
* Educated to GCSE/A-Level standard
* Further professional or administrative qualifications beneficial
Values & Culture
* Client-focused and principled
* Acts with integrity, fairness and professionalism
* Team-oriented with a commitment to high standards and continuous improvement
Apply today via NJR Recruitment quoting the reference NJR16477
Please 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.