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Financial Planning Assistant - Specialist Administration, Berkhamsted
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Client:
Blakemore Recruitment
Location:
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
6b0f4763a883
Job Views:
22
Posted:
12.08.2025
Expiry Date:
26.09.2025
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Job Description:
We are currently recruiting for a highly regarded Financial Planning practice based in Berkhamsted. They are looking for a Senior Administrator to join their team. The role includes complex NB administration, such as DB, IHT, and Pension Transfer.
Job Overview
Provide financial planning support to advisers, paraplanners, and the practice to ensure clients receive high-quality financial advice. Manage and process all aspects of post-sale administration to ensure cases progress efficiently.
Responsibilities and Duties
* Complete post-sale administration, update clients’ information in the intelligent office database, create new entries, and update Wealth Reports.
* Gather and prepare information for complex cases, including CETVs, Illustrations, LOAs, and Policy checklists.
* Handle New Business and Review Case administration, submit applications to providers, and ensure cases are in force promptly.
* Maintain client files in compliance with standards.
* Assist paraplanners with administrative tasks as needed.
* Occasionally write basic reports, including Bed & ISA, Fund Switches, Reviews, and Withdrawals.
* Liaise with clients and handle complaints professionally.
* Support general administrative duties in colleagues' absence.
Qualifications
* Minimum 2 years’ experience in a Financial Planning Advisers environment.
* GCSE English & Math (C or above).
* Understanding of financial planning processes, including MIFID & GDPR.
* Experience with platform providers like Prudential, Aegon Arc, OMW, Fidelity, Elevate (applications, sell downs, phasing, withdrawals).
* Knowledge of intelligent office, Avello Office, or similar back-office systems.
* Proficiency in processing new business applications and managing pipeline cases.
* Excellent written and verbal communication skills.
* Strong problem-solving skills and ability to find solutions to complex issues.
* Analytical skills and data interpretation.
* Meticulous attention to detail.
* Ability to work independently and as part of a team.
* Effective prioritization and workload management.
* Customer-focused approach, client liaison, and complaint handling skills.
* Experience with DB Pensions and Pension Transfer administration.
* Working towards Level 4 industry-recognized exams (CII or LIBF).
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