Financial Administrator Wealth Management & Financial Planning
An excellent opportunity has arisen for an experienced Financial Administrator to join an established and growing financial planning business.
We are seeking a professional, organised and dependable individual to provide administrative support to Financial Advisers, ensuring clients receive a consistently high standard of service.
This is a varied and important role within a close-knit team, primarily supporting an adviser with an established client portfolio, while assisting other advisers when required.
The successful candidate will have experience within financial planning, wealth management or a similar professional services environment and enjoy working in a client-focused business.
Key Responsibilities
Provide day-to-day administrative support to Financial Advisers, ensuring the smooth running of client activities.
Process new business across pensions, investments and protection products.
Prepare client review packs, documentation and correspondence.
Coordinate client meetings, manage adviser diaries and arrange appointments.
Liaise with clients, product providers and third parties, responding to queries professionally and efficiently.
Prepare and manage illustration requests and supporting documentation.
Maintain accurate client records, ensuring all information is up to date and compliant with internal procedures.
Support ongoing client reviews and financial planning administration.
Assist colleagues and other advisers with general administrative duties when required.
Skills & Experience
Essential:
Previous administration experience within financial planning, wealth management or a related financial services environment.
Strong organisational skills with the ability to manage competing priorities.
Excellent written and verbal communication skills.
A high level of accuracy and attention to detail.
Confident using Microsoft Office, including Outlook, Word, Excel and Teams.
A professional, reliable and proactive approach to work.
Ability to work independently while contributing positively to a small team.
Desirable:
Experience using Intelligent Office (IO) and financial planning platforms.
Previous experience supporting Financial Advisers and managing client review processes.
Knowledge of pensions, investments and protection products.
An interest in developing further within financial planning or paraplanning.
What’s on Offer?
25 days’ annual leave plus bank holidays.
Additional holiday purchase scheme.
Annual salary reviews.
Birthday off.
Pension and life assurance.
Enhanced parental leave.
Access to an in-house training academy.
Opportunities for professional development and career progression.
Modern, well-equipped office environment.
The Opportunity
This position would suit someone who takes pride in delivering high-quality administrative support, enjoys building strong working relationships and is comfortable managing a varied workload.
For an ambitious individual, there is also scope to develop additional responsibilities and potentially progress towards paraplanning or other areas of financial planning.
Interested?
If you have experience in financial planning administration and are looking for a stable, supportive environment where your contribution will be valued, we would welcome your application.
Skills:Financial administration Financial Planning
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