Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Financial Planning Administrator (Full-Time) Location: Loughborough
Is this the next step in your career Find out if you are the right candidate by reading through the complete overview below.
- Hybrid Salary: Up to £30,000.
Why Join Us? Were looking for a proactive Financial Planning Administrator to join a values-driven, collaborative wealth management firm.
Youll be part of a team of advisors and paraplanners delivering high-quality financial planning services.
Your work will directly impact client satisfaction, and your development will be supported with study resources and career progression opportunities.
Benefits: 34 days holiday including bank holidays, increasing at 3 & 5 years Option to buy or sell up to 5 days per year Pension auto-enrolment with enhanced contributions Life insurance (4x salary) and income protection (60% salary) Employee assistance program 24-hour confidential support Flexible working, including homeworking Support for professional development and exam funding Friendly and collaborative team environment About the Role: As a Financial Planning Administrator, you will manage a portfolio of clients alongside a financial planner and paraplanner.
Your role is hands-on, varied, and client-focused, ensuring plans are implemented accurately and efficiently.
Key Responsibilities: Deliver exceptional client service as part of a three-person team Implement clients financial plans and manage ongoing service Liaise with clients via telephone and email; prepare meetings and packs Gather, input, and maintain accurate client data Perform AML checks and maintain compliance records Process applications and Letters of Authority (LOA) Support advisors and paraplanners with administrative and compliance tasks What Were Looking For: Minimum 3 years experience as a Financial Planning Administrator or similar role in wealth management/IFA environment Strong attention to detail and accuracy Comfortable with technology and multiple platforms, including IO Excellent communication and active listening skills Self-motivated, organised, and adaptable Team player with a can-do attitude and willingness to learn Desirable Skills: Awareness of financial services legislation, GDPR, AML, Treating Customers Fairly Experience supporting vulnerable clients Knowledge of compliance processes and structured financial plan implementation How to Apply: Submit your CV today! Our specialist consultants will contact candidates who match the requirements to discuss the opportunity and your career goals.
Due to high application volumes, only successful candidates will be contacted. xkybehq
If you havent heard from us within 7 days, please assume your application has not been successful.