A fantastic opportunity to join a growing financial planning business, providing vital support to Financial Planners and helping deliver an exceptional service to clients. This role is ideal for an experienced Administrator from a financial planning, wealth management or IFA background who enjoys working in a fast-paced, client-focused environment.
The Role
You will support Financial Planners with all aspects of client administration, ensuring new business is processed efficiently and client records are maintained accurately.
Key responsibilities include
- Processing new business applications across pensions, investments and protection
- Managing Letters of Authority and obtaining policy information from providers
- Liaising with providers, clients and third parties to progress cases
- Maintaining accurate client records and updating internal systems
- Preparing and issuing client documentation
- Providing updates on pipeline business to advisers
- Supporting advisers ahead of client meetings
- Handling client and provider enquiries by phone and email
- Ensuring all work is completed in line with compliance requirements
- Supporting process improvements and operational efficiencies
What We're Looking For
- Experience within a financial planning, wealth management or IFA environment
- Previous administration experience
- Strong organisational skills and attention to detail
- Excellent communication skills
- Ability to manage multiple priorities effectively
- Proficient in Microsoft Office and back-office systems
Benefits
- Competitive salary
- Annual bonus
- Private medical insurance
- Death in service cover
- Pension scheme
- Income protection
- Hybrid working
- 25 days annual leave plus bank holidays
- Ongoing training and development