A fantastic opportunity to join a growing financial planning business, providing vital support to Financial Planners and helping deliver an exceptional service to clients. This role is ideal for an experienced Administrator from a financial planning, wealth management or IFA background who enjoys working in a fast-paced, client-focused environment.
The Role
You will support Financial Planners with all aspects of client administration, ensuring new business is processed efficiently and client records are maintained accurately.
Key responsibilities include
* Processing new business applications across pensions, investments and protection
* Managing Letters of Authority and obtaining policy information from providers
* Liaising with providers, clients and third parties to progress cases
* Maintaining accurate client records and updating internal systems
* Preparing and issuing client documentation
* Providing updates on pipeline business to advisers
* Supporting advisers ahead of client meetings
* Handling client and provider enquiries by phone and email
* Ensuring all work is completed in line with compliance requirements
* Supporting process improvements and operational efficiencies
What We're Looking For
* Experience within a financial planning, wealth management or IFA environment
* Previous administration experience
* Strong organisational skills and attention to detail
* Excellent communication skills
* Ability to manage multiple priorities effectively
* Proficient in Microsoft Office and back-office systems
Benefits
* Competitive salary
* Annual bonus
* Private medical insurance
* Death in service cover
* Pension scheme
* Income protection
* Hybrid working
* 25 days annual leave plus bank holidays
* Ongoing training and development
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