A highly respected and growing wealth management practice in Durham is seeking a detail-driven Financial Planning Administrator to join their professional support team. This is an excellent opportunity for someone who thrives in a structured, data-focused environment and enjoys working with investment and pension information.
You’ll play a key role in supporting the Advice & Guidance process by gathering, analysing and accurately inputting scheme data from a range of third-party providers. If you’re someone who loves accuracy, organisation and problem-solving, this role will suit you perfectly.
Whether you’re currently in wealth management admin, pension administration, investment operations, or a similar environment, this could be a great next step. There are opportunities to progress and develop within the company long-term.
The Role
You will be responsible for ensuring the smooth transition of client cases by:
Requesting detailed information from investment and pension providers
Extracting and transposing key data using both manual and automated tools
Inputting and validating scheme information within internal systems
Producing comparison reports and suitability documentation for adviser review
Monitoring data accuracy and providing feedback for system improvements
Maintaining strong communication with providers and internal teams
Ensuring all records remain compliant, accurate and up to date
About You
We’re looking for someone who brings:
Experience in financial services, pensions, investments, or a similar data-heavy admin role
Strong analytical skills and the ability to interpret complex financial information
Excellent attention to detail and accuracy in data handling
Confident communication skills when liaising with providers and colleagues
Strong organisational skills and the ability to manage competing deadlines
Good working knowledge of Microsoft Office and confidence using multiple systems
A proactive approach to learning, development and continuous improvement