Financial Planning Administrator

An exciting opportunity has arisen for an experienced Financial Planning Administrator to join a highly respected and well-established wealth management firm that is entering an exciting new phase of growth following its acquisition by a leading national financial planning group. This is an excellent opportunity to join a growing, forward-thinking business that genuinely invests in its people. Working alongside a team of experienced Financial Planners and Paraplanners, you'll play a key role in delivering an exceptional client experience while benefiting from genuine long-term career development and ongoing professional support.

The Role You'll become an integral member of the Financial Planning team, providing first-class administrative support and ensuring clients receive an outstanding level of service throughout the advice process. Your responsibilities will include:
Processing new business efficiently and accurately. Preparing client review packs and supporting annual review meetings. Liaising with product providers and handling client enquiries. Arranging client meetings and managing adviser diaries. Processing illustration requests. Maintaining accurate client records and ensuring all documentation is compliant. Providing back-office support across pensions, investments and protection. Assisting with day-to-day client administration and maintaining high service standards.

About You To be considered, you should have:
Previous experience working within an IFA or Financial Planning practice. A strong understanding of Financial Planning administration processes. Excellent organisational and time management skills. Strong communication skills and a professional, client-focused approach. High levels of accuracy and attention to detail. The ability to prioritise workloads within a busy team environment. Experience using Financial Planning back-office systems would be advantageous. What's on Offer?

Salary of approximately £25,000-£32,000 depending on experience. Annual bonus. Hybrid working (3 days in the office, 2 from home). Flexible start and finish times. Flexibility over which office days you attend. A supportive and collaborative working environment. Genuine long-term career progression within a growing Financial Planning business. Full support towards professional qualifications for those wishing to develop their career. Benefits 25 days holiday plus Bank Holidays, increasing with service.

Birthday leave. Holiday purchase scheme. Enhanced parental leave. Pension scheme. Life assurance. Corporate eyecare. Fully funded professional qualifications and study support. Employee discounts and additional lifestyle benefits. Due to the office location, applicants must be able to drive and live within approximately 20-25 miles of the office. This is an excellent opportunity for an experienced Financial Planning Administrator looking to join a successful and expanding wealth management firm that offers stability, flexibility, career progression and an excellent working culture.