Administrator – Financial Planning Annual Reviews

Overview

In this role you support the Financial Planning team by preparing client review packs, gathering valuations, and maintaining accurate client records to enable smooth annual reviews. You will collaborate with Financial Planners, Paraplanners and support teams to deliver high-quality review materials and ensure regulatory compliance. The position offers growth within wealth management and exposure to industry-leading processes. You will drive data accuracy and process improvements to enhance the client experience.

Responsibilities

• Prepare comprehensive client review packs ahead of annual review meetings
• Obtain and collate valuations from providers and third parties
• Generate review documentation from Intelligent Office and other financial planning systems
• Produce Investment Progress Reports and supporting review materials
• Update client information and valuation data within financial planning systems, including cashflow modelling tools
• Maintain accurate electronic client records and documentation
• Liaise with internal teams, providers and third parties to gather required information
• Ensure all client review activity is completed within agreed service standards and deadlines
• Support Advisors and Paraplanners in delivering a seamless and professional review process
• Contribute to continuous improvements in review administration processes and client service delivery
• Ensure activities comply with regulatory requirements, company policies and AML procedures

Key requirements

• Previous experience in a financial services, wealth management or professional services environment
• Experience using Intelligent Office (essential)
• Strong administration and organisational skills
• Excellent attention to detail and accuracy
• Good written and verbal communication skills
• Strong client service and relationship management skills
• Ability to manage multiple priorities and deadlines
• Proactive and flexible approach, able to work independently and as part of a team
• GCSEs (or equivalent) including Maths and English

• strong organisational skills
• attention to detail
• clear communication
• Intelligent Office
• cashflow modelling tools
• valuation data management

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