Financial Planning Administrator

Jenson Fisher; Aylesbury; Hybrid; GBP 23,000 - 29,000; Full time

Benefits offered by this job

Company pension via salary sacrifice

Death in service life assurance

Job summary

Jenson Fisher client seeks a Financial Planning Administrator to support the back office and assist with suitability letters, data checks and plan documentation. Hybrid role; 1–2 days from home, with the team including paraplanners and an office manager.

The ideal candidate has strong numerical and communication skills, accuracy and a proactive approach, plus familiarity with financial products. Training and ongoing development offered.

Qualifications

• Experience with suitability letters for new business and reviews.
• Familiarity with IFA back-office processes and provider platforms.
• Ability to assess client risk suitability and investment alignment.
• Knowledge of financial products and regulations relevant to planning.

Responsibilities

• Support paraplanners with suitability letters for new business and reviews.
• Perform electronic identity checks on clients where appropriate.
• Match attitude to risk to clients' investment portfolios.
• Prepare Letters of Authority and gather plan details for research.
• Log new business on Intelligent Office and prepare illustrations.
• Process applications through to completion and handle client withdrawals/contributions.
• Place trades on provider sites and prepare client packs for meetings.
• Maintain accurate client and plan records in Intelligent Office.
• Upload documents to client records and SharePoint; manage tasks in Intelligent Office.
• Generate management MI reports and coordinate with advisers on admin tasks.

Skills

Numerical skills

Attention to detail

Communication skills

Customer service mindset

Team player

Tools

Intelliflo

Genovo

Finametrica

Veriphy

Cash Calc

Transact

Royal London

AEGON

Prudential

A J Bell

Job description

Tring / Hybrid (1-2 days a week from home)

Our client is a specialist, whole-of-market financial planning firm offering personalised, independent advice to individuals, families, companies and trusts. They are seeking a Financial Planning Administrator, ideally with some suitability report writing skills, to join their team.

Job Overview

Working alongside the senior administrator, paraplanners and office manager, you will support day-to-day operations and help deliver the best outcomes for clients. This varied role offers exposure across the IFA back office, developing your experience and industry knowledge.

You will need a flexible, proactive and positive approach, with the ability to prioritise your workload and work independently and collaboratively.

Key Responsibilities Include:

• Assist the paraplanners with the suitability report letters for new businessand annual reviews.
• Carry out electronic identitydata verification checkson clients where appropriate.
• Check client’sattitude to risk and ensure this matchestheir investment portfolio.
• Prepare and submit Letters of Authority and gather all necessary plan details for research and analysis.
• Log all new businesson Intelligent office.
• Prepare illustrations on the providersites
• Process all new businessapplications through to completion.
• Accurately processing client withdrawals and contributions
• Place tradesfor clients on provider sites where appropriate.
• Prepare client packs for adviser meetingsand issue any documentation to clients.
• Create and maintain accurate and up-to-date client and plan records on Intelligent Office
• Ensure all relevant documentation and correspondence is uploaded to the correct client records on Intelligent Officeand saved to our internal sharepoint.
• Create, manage,and complete taskson Intelligent Office.
• Produce management MI reports upon request.
• Liaise with the team of advisersand their clientsto ensure they are kept updated about any admin tasks you are undertaking on behalf of the firm.
• Assist the office managerwith Income reconciliation, acquisitions and system development.

Person Specification:

• Numerical and problem-solving skills
• Accuracy and high attention to detail
• Passion for providing serviceexcellence and drive to achieveresults.
• Excellent writtenand spoken communication skills.
• Flexibility and a positiveattitude towards opportunity
• A mindsetthat puts the customer at the centreof everything we do
• An abilityto work independently and as a team.

Education/Experience Requirements:

• Good understanding of financial products.
• Good understanding of the format a suitability letter.
• Previous experience with the following systems and platforms would be advantageous: Intelliflo, Genovo, Finametrica, Veriphy,Cash Calc, Transact, Royal London, AEGON, Prudential and A J Bell.
• Employee benefits include companypension via salary sacrifice schemeand death in service life assurance.