Client-Focused Financial Planning Administrator (Hybrid)

evelyn Partners; Nuneaton; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A UK-based financial firm is seeking a Financial Planning Administrator to assist Financial Planners and Paraplanners in ensuring smooth client journeys. The role involves preparing recommendations, managing client communications, and performing administrative tasks. The ideal candidate will have experience in IFA or wealth management, strong organisational skills, and proficiency in financial planning software. The position offers a competitive salary and a hybrid working model, with 1-2 days per week at the Newbury office.

Benefits

Opportunities for career progression

Competitive salary

Hybrid working

Qualifications

• Experience in IFA or wealth management administration is required.
• Ability to manage multiple tasks effectively.
• Familiarity with financial planning software is desirable.

Responsibilities

• Liaise with clients to schedule meetings and confirm details.
• Prepare recommendations and track advice implementation.
• Serve as the first point of contact for client queries.

Skills

Organisational skills

Attention to detail

Strong written communication

Strong verbal communication

Proactive approach

Tools

Intelliflo

Job description

A UK-based financial firm is seeking a Financial Planning Administrator to assist Financial Planners and Paraplanners in ensuring smooth client journeys. The role involves preparing recommendations, managing client communications, and performing administrative tasks. The ideal candidate will have experience in IFA or wealth management, strong organisational skills, and proficiency in financial planning software. The position offers a competitive salary and a hybrid working model, with 1-2 days per week at the Newbury office.