Financial Planning Administrator - Gomshall, Gomshall
We are currently recruiting for a Financial Planning firm based in Alton, looking to hire a Financial Planning Administrator in their Gomshall office.
This is an excellent opportunity to join a growing team. The ideal candidate is an experienced IFA Administrator who can support financial advisers, liaise with providers and third parties, and provide full end-to-end administrative support to a portfolio of clients, ensuring high-quality service.
The role requires attention to detail and accuracy, adherence to internal procedures and SLAs, and the ability to work independently within a team. Full training, ongoing support, and career progression opportunities are provided, along with a comprehensive benefits package.
Key Responsibilities:
* Provide administrative support to financial advisers
* Prepare client packs for reviews and meetings
* Arrange fund reviews and prepare recommendation reports
* Process new and existing business, including various financial products
* Liaise with providers and other professionals
* Update advisers and clients regularly
* Maintain client files and ensure compliance
* Handle client queries and build relationships
* Process letters of authority, death claims, and probate
* Support advisers for appointments and report to the Administration Manager
Required Skills and Experience:
* Time management, organization, and prioritization skills
* Experience in an administrative role, preferably in financial services
* Excellent verbal and written communication skills
* Proficiency in Word, Excel, and Outlook
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