Financial Planning Administrator

Financial Planning Administrator

Location:

Bournemouth, Dorset.

Employment Type:

Permanent. Salary: £25,000-£33,000 per annum.

Are you an experienced Financial Planning Administrator looking to join a highly regarded wealth management firm with hybrid working and strong career progression? A well‑established and growing wealth management firm is looking to recruit a Planning Support Administrator to join their collaborative team in the office near Bournemouth to support a Senior Adviser. This is an excellent opportunity for someone with experience in financial planning administration who is looking to develop their career within a supportive environment that values teamwork, strong client service and professional development.

• Supporting advisers and paraplanners with client onboarding and ongoing administration.
• Processing new business across pensions, ISAs, GIAs and bonds.
• Maintaining and updating client records using CRM systems.
• Communicating with clients via telephone and email.
• Liaising with providers to obtain policy information and progress cases.

• Salary up to £33,000.
• Bonuses.
• Hybrid working.
• 25 days holiday plus bank holidays.
• Life assurance.
• Income protection.
• Pension scheme.
• Access to a flexible benefits platform.
• A supportive environment focused on career development and progression.

• Experience working within a financial planning or wealth management firm.
• Knowledge of investment products including pensions, ISAs, GIAs and bonds.
• Experience using CRM systems.
• Strong organisational and communication skills.