Junior Financial Planning Administrator

Role Overview

• Sending Letters of Authority (LOAs) and chasing providers
• Booking client meetings and managing diaries
• Acting as a first point of contact for client calls and emails
• Data input and maintaining accurate client and policy records
• Supporting the wider admin team with overflow / overspill tasks
• Assisting with client onboarding and general client administration
• Using back‑office and platform systems (training provided)

Requirements

• Some office experience (financial services preferred, but not essential)
• Strong organisational skills and attention to detail
• Confident communicator with a professional, client‑focused manner
• Comfortable handling multiple tasks and supporting different people
• Keen to learn and develop a career in financial planning / wealth management
• Backgrounds that could work well include:
• School leavers or graduates seeking a first role in financial services
• Candidates with general office or admin experience
• Platform / provider backgrounds.
• Customer service roles with strong admin exposure.

Benefits

• Competitive salary
• Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
• 25 days Annual Leave + public holidays
• Buy and sell holidays up to 5 days
• Office Christmas close (3-days)
• A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
• Hybrid working
• Further education and training support
• Discretionary performance related bonus
• Confidential Employee Assistance Programme
• 2 days per year for voluntary work
• And lots of flexible benefits to choose from!