Financial Planning Administrator

Role Overview

• Act as a key point of contact for clients, advisers and third-party providers.
• Build strong professional relationships through timely and efficient communication.
• Provide proactive administrative support throughout the client journey.
• Prepare documentation and supporting paperwork for client meetings.
• Maintain accurate client records and ensure systems are updated consistently.
• Assist advisers with diary management, meeting scheduling and follow-up actions.
• Support the delivery of an exceptional client experience at every stage of the advice process.
• Process new business applications across pensions, investments and protection products.
• Obtain quotations, illustrations and provider information as required.
• Liaise with product providers, platforms and third parties to progress applications.
• Monitor outstanding cases and provide regular updates to advisers and clients.
• Ensure all documentation is completed accurately and compliantly.
• Support advisers with annual reviews and ongoing client servicing requirements.
• Prepare review packs and valuation information.
• Coordinate review meetings and associated administration.
• Track outstanding actions and ensure service standards are maintained.
• Assist with ongoing client requests and policy servicing activities.
• Maintain accurate client data and records.
• Adhere to internal procedures, FCA requirements and data protection regulations.
• Support quality control and ensure all documentation meets regulatory standards.
• Assist with process improvement initiatives and operational efficiencies.
• Contribute positively to team projects and business growth initiatives.

Requirements

• Previous experience as a Financial Planning Administrator, Client Support Administrator or similar role within Wealth Management or Financial Planning.
• Strong knowledge of financial planning administration processes.
• Experience supporting advisers across pensions, investments and protection products.
• Excellent organisational skills with the ability to manage multiple priorities.
• Strong attention to detail and commitment to accuracy.
• Confident communicator with excellent written and verbal skills.
• Ability to work proactively and independently when required.
• Comfortable working in a growing and evolving business environment.
• Experience using Intelligent Office or similar back-office systems (desirable).
• Exposure to international or expatriate clients (although not essential).
• Confidence identifying and recommending process improvements.
• A collaborative and solutions-focused approach.
• Working towards or interested in professional financial services qualifications.

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!