Financial Planning Administrator

Job Title: Financial Planning Administrator
Location: Bury St Edmunds, UK
Salary – £30,000-£35,000 

Benefits

• 22-24 days of holiday (depending on experience), plus your birthday off.
• Flexible home working policy.
• Matching employer pension contributions up to 6% of salary.
• Income protection and death in service benefits.
• Private health insurance and employee assistance program.
• Study support for Financial Planning Administration qualifications.
• Length of service recognition and social events sponsored by the firm.

We’re seeking a dedicated Financial Planning Administrator to provide crucial support to our team of Financial Planning Advisers and Paraplanners.

Role Overview:

As a Financial Planning Administrator, you’ll play a pivotal role in our team’s success by handling a variety of administrative tasks and ensuring smooth client interactions. Reporting to the Senior Financial Planning Administrator, your responsibilities will include:

• Managing day-to-day administrative tasks such as handling client enquiries, taking phone calls, and organising client documents.
• Assisting in onboarding new clients and servicing existing clients, providing exceptional support throughout their journey.
• Supporting Advisers and Paraplanners in preparing for client meetings, including coordinating and following up on appointments.
• Processing new business submissions efficiently and accurately, including completing application forms and setting up adviser fees.
• Assisting with annual portfolio reviews by preparing review packs and ensuring data accuracy for client reports.

Skills Required:

The ideal candidate will possess:

• Excellent organisational skills with a keen eye for detail.
• Strong interpersonal skills and the ability to work collaboratively in a team environment.
• Exceptional client service skills, both in-person and remotely via phone and email.
• The ability to manage time effectively, prioritise tasks, and meet deadlines in a fast-paced environment.

What next?

If you’re ready to take the next step in your career and join a supportive team with ample opportunities for growth and development, apply now to become our newest Financial Planning Administrator!

If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support, IFA Admin, Client Delivery