Financial Planning Administrator - Hybrid Working - Salary up to £40k + Benefits - #2181249

Are you an experienced Financial Planning Administrator looking to join a successful and growing wealth management firm?

This is an excellent opportunity to become a key part of a highly professional team, supporting Advisers and Paraplanners to deliver a first-class client experience. You'll play a pivotal role in ensuring the smooth and efficient management of the financial planning process, helping to deliver positive outcomes for clients.

The Role

You'll be responsible for:

Setting up new client records and processing client documentation

Obtaining policy and investment information from providers

Managing client records and maintaining accurate CRM data

Preparing client meeting packs and supporting documentation

Processing new business and ensuring all paperwork is completed accurately

Supporting Advisers and Paraplanners throughout the client journey

Maintaining detailed records of client and provider communications

Ensuring all work is completed in line with internal processes, compliance requirements and regulatory standards

Assisting with projects and initiatives that support the continued growth of the business

What We're Looking For

Experience within a Financial Planning, Wealth Management or IFA environment

Strong knowledge of the financial planning process

Experience supporting Advisers, Paraplanners or Client Managers

Excellent organisational skills and exceptional attention to detail

Confident using CRM systems and managing multiple priorities

A proactive approach with a commitment to delivering outstanding client service

Why Apply?

This role offers the opportunity to join a collaborative and supportive team where your expertise will be valued, your development encouraged, and your contribution will have a genuine impact on both clients and the wider business.

If you'd like to find out more, please get in touch for a confidential conversation.