Financial Planning Administrator
Listed on 2026-09-12
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Finance & Banking
Finance Assistant, Wealth Management, Financial Advisor / Consultant, Financial Analyst
Join a growing financial planning firm where you'll work closely with Advisers and Paraplanners, supporting clients across pensions, investments and protection while continuing to develop your own career.
This is a strong opportunity for an experienced Financial Planning Administrator looking for greater flexibility, a supportive team environment and the chance to progress their industry qualifications.
About the firm
Our client is a well-established financial planning firm that provides holistic advice to individuals and families across pensions, investments and protection.
The business has a collaborative culture, modern systems and a genuine focus on supporting employee development, making it an excellent environment for someone looking to build a long-term career in financial planning.
What you'll do
- Provide administrative support to Financial Advisers and Paraplanners
- Process new business applications, fund switches, withdrawals and servicing requests
- Prepare documentation and information for client meetings and reviews
- Liaise with providers to obtain valuations, policy information and updates
- Maintain accurate client records and ensure documentation is compliant and up to date
- Manage workflow through internal systems, ensuring cases are progressed efficiently
- Respond to client and provider enqu...
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