Financial Planning AdministratorLocation: Hybrid (office-based in Loughborough, with flexible working arrangements)Salary: Up to £30,000 per annum (dependent on experience)Hours: Flexible working with core hours from 10am-2pm, Monday to FridayContract: Full-time, Permanent
I am partnering with a well-regarded financial planning firm to recruit a Financial Planning Administrator. This is a fantastic opportunity for a detail-oriented and proactive individual to join a client-focused, professional team and play an integral role in delivering high-quality financial planning services.
As Financial Planning Administrator, you will provide comprehensive administrative support to a team of Financial Planners and Paraplanners, ensuring all tasks are handled efficiently, accurately, and in compliance with FCA guidelines.
Key Responsibilities
1. Processing new business applications across pensions, investments, and protection
2. Submitting and tracking Letters of Authority (LOAs)
3. Obtaining and analysing client policy information from providers
4. Updating internal systems to reflect the progress of client cases and business pipelines
5. Liaising with product providers to ensure timely processing of applications and reque...