Financial Planning Administrator

We’re always interested in hearing from experienced Financial Planning Administrators who are organised, proactive and passionate about providing excellent client service. If you enjoy supporting advisers and clients while helping everything run smoothly behind the scenes, we’d love to hear from you.

• Provide administrative support to financial planners and paraplanners
• Prepare and process client documentation, applications and correspondence
• Liaise with clients, providers and other professional contacts
• Maintain accurate client records and keep information up to date
• Support the preparation of client meetings, reviews and financial planning documentation
• Help ensure all administration is completed accurately and in line with regulatory requirements

• Experience in a financial planning, financial services or administrative role
• Excellent organisational skills and attention to detail
• Strong communication skills and a friendly, professional approach
• Confident working with clients, advisers and financial providers
• Proactive, reliable and comfortable managing multiple priorities
• Previous experience within an independent financial advice firm
• Knowledge of pensions, investments and financial planning processes
• Familiarity with financial planning systems and provider platforms

• A supportive and collaborative working environment
• Opportunities for professional development and progression
• Competitive salary and benefits
• The opportunity to play an important role in delivering a great client experience