Job Description
The Role
As a Financial Planning Administrator, you will provide essential support to our financial planners and paraplanners. This role involves managing client service administration and ensuring smooth operations across the business.
About us
We are a small agile team of professionals but with a big reach. We have been privileged to receive many awards, including the STEP Financial Advisor Team of the Year. We were also exclusively appointed by NS&I to provide professional advice to the monthly £1m Premium Bonds Jackpot winners.
Our small team of highly qualified professionals are passionate about providing a high quality, responsive and personalised service which is entirely driven by the needs of our clients. We pride ourselves on being a safe pair of hands.
Our core values
Our values are at the core of what we do and how we work as a team. They include professionalism, courtesy, integrity and high standards.
Key Responsibilities:
* Schedule and coordinate client meetings.
* Process new business submissions, ensuring compliance and accurate documentation.
* Maintain and update CRM and confidential financial planning records.
* Act as the first point of contact for client queries and liaise with third-party providers.
* Prepare client review reports and recommendation documents.
* Manage letters of authority, policy information requests, fund switches, and transfers.
* Support marketing, projects, client communications, and general office administration.
Note: We are currently based near Bridgnorth, but moving to new office premises on Shrewsbury Business Park (target date March 2026).
Requirements
About You
You are organised, proactive, and professional, with a passion for delivering high-quality work in a fast-paced environment. Honest and loyal with good interpersonal skills. A strong team player who is focussed on building relationships and getting results.
Essential Skills & Experience:
* Ideally, a minimum of 2 years’ experience in wealth management, financial planning or financial administration.
* Strong understanding of financial planning, pensions, investments and protection products.
* Excellent administrative and organisational skills with high attention to detail.
* Proficient in Microsoft Office (Word, Excel, Outlook).
* Strong written and verbal communication skills.
* A sound understanding of compliance
* Experience of using platforms and financial planning software.
Desirable:
* Experience with tools such as O&M, Morningstar, SelectAPension, and financial platforms (e.g., Quilter, Transact, 7IM).
* Familiarity with cashflow modelling tools (Cashcalc, Voyant).
* Prior experience producing pension/investment illustrations and suitability letters.
* A level 3 qualification or a willingness to study for professional qualifications.
* Full driving licence.
Benefits
What We Offer
* Competitive salary (£25,000–£30,000 per annum).
* Full-time, permanent, office based role.
* Professional development and qualification support.
* Collaborative and supportive team environment.
* Modern ground floor office in Shrewsbury, Shropshire.
* Monday to Thursday (8.45am until 5.30pm) Friday (8.45am until 1.15pm)
* Holidays: 22 days plus statutory holidays
* Pension.
* Free on-site parking.
Requirements
About You You are organised, proactive, and professional, with a passion for delivering high-quality work in a fast-paced environment. Honest and loyal with good interpersonal skills. A strong team player who is focussed on building relationships and getting results. Essential Skills & Experience: Ideally, a minimum of 2 years’ experience in wealth management, financial planning or financial administration. Strong understanding of financial planning, pensions, investments and protection products. Excellent administrative and organisational skills with high attention to detail. Proficient in Microsoft Office (Word, Excel, Outlook). Strong written and verbal communication skills. A sound understanding of compliance Experience of using platforms and financial planning software. Desirable: Experience with tools such as O&M, Morningstar, SelectAPension, and financial platforms (e.g., Quilter, Transact, 7IM). Familiarity with cashflow modelling tools (Cashcalc, Voyant). Prior experience producing pension/investment illustrations and suitability letters. A level 3 qualification or a willingness to study for professional qualifications. Full driving licence.