Financial Planning Administrator

Overview

The focus of this role is the timely provision of specialised administration services to our clients and colleagues, always adhering to best practices.

• Client service: acting as a point of contact for clients, resolving client queries, preparing for client meetings and maintaining positive client relationships.
• Managing documentation: ensuring thorough preparation, review and management of client documentation and maintaining comprehensive client files and reports.
• Client account management: completing any additional client requests within set time frames, including all client post-meeting actions.
• Completing transactions: performing trading independently, such as switches, withdrawals and contributions.
• Process management: undertaking all processes required within the Client Executive centre of excellence and managing all tasks.
• Liaising with providers: dealing professionally with third-party providers regarding transactions and submissions.
• Data and system management: using platforms and systems to complete duties, ensuring data integrity and accuracy across all client records and keeping the CRM up to date.

• Financial Services experience – a minimum of 2 years’ experience with a good understanding of financial products and FCA principles.
• Client-focused – experienced in a client-facing role with a genuine interest in client needs and providing proactive, effective and efficient support to stakeholders.
• Confident with technology – proficient in the use of Microsoft Office, knowledgeable about different provider platforms, and able to confidently produce and analyse reports.
• Methodical and organised – motivated to deliver high-quality work, with strong attention to detail and experience managing multiple priorities.
• Excellent interpersonal skills – a supportive and collaborative team member with the ability to build strong relationships.
• Self-driven and autonomous – comfortable working independently and taking on new tasks.
• Numerate – good aptitude for numbers and applying them to real-world scenarios.
• No qualification in Financial Services/Planning? No problem — while holding or pursuing a qualification in Financial Services is advantageous, candidates with strong knowledge and a willingness to learn are encouraged to apply.