Financial Administrator

Overview

Our client is seeking an organised and detail-oriented Financial Administrator to join a growing financial planning team. This role will support financial advisers and paraplanners by ensuring client records, documentation, and compliance requirements are handled efficiently. The successful candidate will play a key role in providing an excellent client experience and enabling the smooth delivery of financial advice.

• Provide full administrative support to advisers and paraplanners.
• Prepare and process new business applications, client reviews, and policy administration.
• Maintain and update client records and financial planning systems with accuracy.
• Produce valuations, illustrations, and reports as required.
• Liaise with providers, clients, and other stakeholders to obtain policy information and updates.
• Ensure compliance and regulatory requirements are met.
• Handle correspondence via phone, email, and post, ensuring queries are dealt with promptly.
• Support the preparation of client meetings, including producing packs and documentation.

• Previous experience in a financial services administration role (IFA/wealth management background desirable).
• Strong knowledge of financial products (pensions, investments, protection) is an advantage.
• Excellent organisational skills with high attention to detail and accuracy.
• Confident communicator, able to liaise professionally with clients and providers.
• Proficient in Microsoft Office (Word, Excel, Outlook) and comfortable learning new systems.
• Ability to prioritise tasks and work effectively under pressure.
• A proactive team player with a positive, can-do attitude.