Financial Planning Administrator
Location: Bournemouth, Dorset. Employment Type: Permanent. Salary: £25,000-£33,000 per annum.
Are you an experienced Financial Planning Administrator looking to join a highly regarded wealth management firm with hybrid working and strong career progression? A well‑established and growing wealth management firm is looking to recruit a Planning Support Administrator to join their collaborative team in the office near Bournemouth to support a Senior Adviser. This is an excellent opportunity for someone with experience in financial planning administration who is looking to develop their career within a supportive environment that values teamwork, strong client service and professional development.
Responsibilities
* Supporting advisers and paraplanners with client onboarding and ongoing administration.
* Processing new business across pensions, ISAs, GIAs and bonds.
* Maintaining and updating client records using CRM systems.
* Communicating with clients via telephone and email.
* Liaising with providers to obtain policy information and progress cases.
Benefits
* Salary up to £33,000.
* Bonuses.
* Hybrid working.
* 25 days holiday plus bank holidays.
* Life assurance.
* Income protection.
* Pension scheme.
* Access to a flexible benefits platform.
* A supportive environment focused on career development and progression.
Qualifications
* Experience working within a financial planning or wealth management firm.
* Knowledge of investment products including pensions, ISAs, GIAs and bonds.
* Experience using CRM systems.
* Strong organisational and communication skills.
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