Client-Focused Financial Planning Administrator

Bond Recruitment; England; On-site; GBP 22,000 - 28,000; Full time

Job summary

Bond Recruitment in the United Kingdom is seeking a diligent financial administration professional to support client servicing, new business processing, and documentation gathering. You will work with Intelliflo back office, prepare meeting packs, issue policy documents, and ensure records and compliance.

Strong attention to detail and excellent communication are essential. This role offers structured processes and a professional team environment with opportunities to learn and progress within

Qualifications

• Essential: proven administrative experience within a financial planning or IFA firm, and a working understanding of the advice process and adviser workflow.
• Desirable: CII Level 3 Award in Financial Administration (FA1 Life office administration, FA2 Pensions administration) or the Certificate in Financial Services; study support toward CII or CISI exams is normal and progression is encouraged.
• Knowledge: Treating Customers Fairly and Consumer Duty in day-to-day work, KYC and AML basics, and the firm's compliance procedures.

Responsibilities

• Answer calls and emails, deal with client queries, and record all client communications on IO in line with firm policy.
• Prepare meeting packs ahead of client appointments, book review meetings, and proactively chase clients for outstanding information.
• Issue policy documents and correspondence to clients.
• Submit new business applications online and on paper in line with firm procedures, and process transfers and fund switches.
• Liaise with product providers and other third parties and track cases through to completion.
• Process letters of authority and obtain plan and fund values, illustrations, KFDs/KIIDs, ceding-scheme information and product details for analysis.
• Produce illustrations and comparison quotations to defined inputs.
• Maintain accurate client records and documentation on Intelliflo and file in chronological order.
• Ensure all files worked on are compliant with the firm's procedures and with FCA and Consumer Duty expectations, and report any breach or complaint promptly.
• Update portfolios and valuations for annual reviews, prepare review packs, and maintain the servicing diary and next-review dates.

Skills

Attention to detail

Organisation

Self-motivation

Clear communication

Client service mindset

Team player

Education

CII Level 3 FA1/FA2 or FIA

Certificate in Financial Services

Tools

Intelliflo iO

MS Word

MS Excel

MS Outlook

Provider portals

E-signature tools

Job description

Bond Recruitment in the United Kingdom is seeking a diligent financial administration professional to support client servicing, new business processing, and documentation gathering. You will work with Intelliflo back office, prepare meeting packs, issue policy documents, and ensure records and compliance.

Strong attention to detail and excellent communication are essential. This role offers structured processes and a professional team environment with opportunities to learn and progress within