Job Description
Financial Planning Administrator – Join a Supportive & Growth-Focused Team | Hybrid Working
A highly respected Chartered Financial Planning firm is seeking an Administrator to support its dedicated team in delivering exceptional client service. With a strong focus on holistic, goal-based financial planning, the firm prides itself on providing security, peace of mind, and clarity to clients, allowing them to focus on what truly matters in life.
The company is known for its collaborative and growth-oriented environment, where innovation and problem-solving are encouraged. A strong commitment to professional development, efficient processes, and cutting-edge technology ensures that both clients and team members thrive.
The Opportunity
This role is ideal for an experienced financial planning administrator who is detail-oriented, proactive, and passionate about providing outstanding client support. Working closely with financial planners and paraplanners, the successful candidate will play a vital role in ensuring smooth operations and seamless client experiences.
Key Responsibilities
* Processing authority letters and gathering financial data for new clients and annual reviews.
* Preparing application forms and client documentation.
* Managing financial transactions on investment platforms.
* Assisting with client reviews, updating goals information, and setting up meetings.
* Handling client correspondence, including post and emails.
* Providing administrative support to financial planners and paraplanners.
* Supporting clients with administrative queries and ensuring clear communication.
About You
To succeed in this role, candidates should demonstrate:
* Experience: At least two years in a financial planning administration role.
* Problem-Solving Skills: Ability to handle time-sensitive transactions and respond effectively to client queries.
* Proactive Approach: A keen eye for process improvements and efficiencies.
* Growth Mindset: Experience across multiple financial planning areas and a commitment to continuous learning.
* Attention to Detail: Exceptional organisational skills and accuracy in processing transactions.
* Technical Proficiency: Familiarity with CRM systems, investment platforms, and project management tools.
* Knowledge of Financial Transactions: Understanding of investments, insurance policies, fund switches, and withdrawals.
What’s on Offer?
* A supportive and inclusive team culture that fosters collaboration and innovation.
* Full training and mentoring, with qualifications and development costs covered.
* A hybrid working model —office-based from Tuesday to Thursday, with remote working on other days.
* A competitive salary based on experience.
* An attractive benefits package, including pension, life insurance, online GP access, and generous holidays with buy-more options.
This is a full-time, employed role within a company that values diversity, fairness, and inclusion. Applications are welcome from all candidates, and reasonable adjustments will be made to accommodate individual needs.
Ready to take the next step in your career? Apply today and become part of a forward-thinking financial planning firm where your contribution truly makes a difference.