Job Description
Financial Planning Administrator – Altrincham
Are you a highly organised, detail-focused administrator looking to join a supportive and professional financial services team? We are seeking a Financial Planning Administrator to provide efficient, friendly, and professional administration support to both clients and IFAs.
The Role:In this key role, you will be responsible for supporting the smooth running of our client and adviser services, including:
* Handling adhoc queries from Advisers, Clients, and Providers
* Maintaining client files and recording tasks via back-office systems
* Managing postal activity (incoming and outgoing)
* Processing new business applications (online and post)
* Loading and maintaining data on CRM systems
* Processing Letters of Authority and valuations
* Liaising with 3rd Party Providers & Paraplanners
* Preparing Client Meeting Packs, quotes, illustrations, fact sheets, and order projections
* Booking client review appointments and managing IFA diaries
* Printing and binding client suitability reports
* Administering client investment funds and constructing portfolios
* Updating IFAs and clients on the progress of new business cases
* Maintaining all client policy data and associated income expectancies
* Processing client withdrawals as required
Skills & Attributes:
* Excellent oral and written communication skills
* Strong administrative and organisational skills with high accuracy
* Proficient in keyboarding and data entry
* Attention to detail and commitment to quality
* Flexible, adaptable, and a strong team player
* Ability to build effective working relationships at all levels
Experience & Knowledge:
* Previous administration experience – essential
* Financial services experience – ideal
* Experience working within defined service standards, policies, and procedures
* Demonstrated commitment and longevity in previous roles
* Good knowledge of Microsoft Office
* Understanding of financial products and regulatory requirements – advantageous
* Proven track record in delivering excellent client satisfaction
What We Offer:
* Salary: Negotiable, depending on experience
* Benefits: Death in Service Cover (4 x salary), 6% employer pension contribution, PHI long-term sickness cover (75% of salary)
* Holidays: 25 days + bank holidays, increasing by 1 day per year up to a maximum of 30 days
* Study support for industry-related qualifications
* Office-based role in Altrincham, Cheshire, working Monday – Friday, 8:30am – 5:00pm
If you are a dedicated administrator with a passion for delivering excellent client service, we would love to hear from you!