An excellent opportunity has arisen for an experienced Financial Planning Administrator to join a growing and forward-thinking financial planning firm on a permanent basis. This hybrid role can be based in either Bath or Cheltenham and offers the chance to be part of a supportive and expanding team.Key responsibilities will include:
* Handling incoming calls and emails in a professional and efficient manner
* Managing client queries, escalating only those requiring advice to the Financial Planner
* Recording and monitoring annual review dates on the back-office system
* Planning, booking, and preparing for annual review meetings, ensuring nothing is missed
* Supporting the Financial Planner to deliver a high level of ongoing client service
* Assisting clients with account access, navigation, and updates
* Providing regular updates to both clients and Financial Planners on outstanding cases
* Maintaining accurate client and plan data across internal systems
* Preparing and processing new business documentation and application packs
* Managing new business through to completion, ensuring accuracy and timeliness
* Creating and maintaining client platform records
* Handling technical queries, including AML checks, referrals, and beneficial ownership queries
The ideal candidate will have:
* Previous experience in a Financial Planning Administration role
* Strong communication and interpersonal skills
* High attention to detail and accuracy
* The ability to work independently and use initiative
* A strong commitment to delivering exceptional client service
This is a fantastic opportunity to join a growing firm where you can develop your career within a supportive and professional environment.If this opportunity aligns with your aspirations, or if you know someone who could be a good fit -please reach out in confidence to
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