Financial Planning Administrator
As a Financial Planning Administrator, you will support the financial planning team to deliver a seamless client experience. Your responsibilities include providing comprehensive administrative assistance, ensuring the smooth and efficient processing of client requirements, managing new business submissions, carrying out fund switches, processing claims, and liaising with platforms and providers to complete client applications and service requests promptly. You will also input and maintain client data, ensure records are accurate and up to date, assist with meeting preparation, and handle client inquiries to enhance team efficiency and service delivery. The role requires working from the office a minimum of 3 days per week, and you may be based in any of our offices in Liverpool, Cheltenham, Reading (Theale), Fareham, or Cardiff.
Responsibilities
* The accurate processing of all New Business Submissions, working with platforms and providers to ensure client applications and requests are concluded.
* Input and maintain new business data in client management systems in a timely manner so that client records are accurate, up‑to‑date, and reflect the true state and progress of work undertaken.
* Process fund switches and claims for clients.
* Provide general administration support to the wider Financial Planning team to assist with meeting preparation and client enquiries.
* Maintain the CRM system to keep Financial Planners updated throughout the processing of business in accordance with Service Level Agreements.
* Onboard and off‑board clients, including updating CRM, informing providers, adding or removing fees.
* Support Financial Planning Associates with MiFID statements as required.
* Continuously review own and team workflows and processes and offer support to other colleagues where appropriate.
* Coordinate with other team members to ensure that all housekeeping is maintained up to date to enable the smooth and efficient running of the department.
Essential Skills and Experience
* Experience in Financial Services.
* Experience working with platforms and providers such as Abrdn, Aviva and AJ Bell.
* Minimum of 5 GCSEs graded A–B, or equivalent, including Maths and English.
* Previous experience supporting a Financial Advisor.
* Good organisational, time‑management and caseload management skills.
* Ability to work well under pressure while maintaining excellent attention to detail.
* Ability to work on own initiative, sometimes for long periods of time.
* Professional, ethical and discreet conduct.
Desirable Skills and Experience
* Relevant professional qualifications.
* Degree level education would be advantageous.
Salary and Benefits
Salary is negotiable depending on experience.
* Non‑contributory Pension Scheme (8%).
* Private Medical Insurance.
* Cashplan benefits.
* Income Protection.
* Critical Illness cover.
* Death in Service cover.
* Parking allowance.
* Generous holiday allowance, rising with length of service.
* Work from home and flexible working available.
* Excellent culture promoting employee wellbeing and engagement.
Equal Opportunity Employer
Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible.
#J-18808-Ljbffr