Working closely with Financial Planners and the wider support team, you will play a key role in delivering high-quality client service and supporting pension and investment advice processes. Over time, you will transition into more technical paraplanning responsibilities.
Responsibilities
* Manage pension transfer and pension administration cases from start to finish
* Liaise with providers, clients, and advisers to obtain information and progress cases
* Prepare documentation for new business, reviews, and recommendations
* Assist with report preparation, including suitability reports and client recommendations
* Support advisers with client meeting preparation and follow‑up actions
* Maintain accurate client records using back‑office systems
* Ensure all work is completed in line with FCA and internal compliance standards
* Assist with research and analysis relating to pensions and investments
* Provide general administrative support to the advisory team
Qualifications
* Previous experience in a Financial Administrator / IFA Administrator role
* Strong experience dealing with pension transfers and pensions administration
* Experience working within an IFA, wealth management, or financial planning firm
* Strong organisational skills and excellent attention to detail
* Good written and verbal communication skills
* Ability to manage multiple cases and deadlines effectively
* Keen interest in progressing into a Paraplanner role
* Experience using systems such as Intelligent Office / Intelliflo and Genovo would be advantageous
* Knowledge of research tools such as Morningstar or FactSet would be beneficial
* Progress towards or completion of CII / CISI Level 4 Diploma desirable
* Candidates studying towards qualifications are strongly encouraged to apply
Salary up to £40,000 depending on experience.
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