Financial Planning Administrator

www.topfinancialjobs.co.uk - Jobboard; Cambridgeshire and Peterborough; Hybrid; GBP 30,000 - 37,000; Full time

Job summary

A leading independent Financial Planning firm is seeking a Financial Planning Assistant (Client Relationship Manager) to support Financial Planners and enhance client relationships. This role offers career development opportunities, including support for obtaining professional qualifications, in a collaborative and fast-paced environment.

Benefits

26.5 days holiday plus bank holidays

Pension

Ongoing professional development support

Funding for exams to become Diploma and Chartered qualified

Qualifications

• At least 12 months of experience in a professional services environment.
• Strong relationship-building and customer service skills.
• Proficiency in MS Office and strong technological aptitude.

Responsibilities

• Supporting Financial Planners in delivering exceptional service.
• Developing client relationships and handling queries.
• Processing new business applications and supporting documentation.

Skills

Customer service

Relationship-building

Organizational skills

Analytical skills

Attention to detail

Tools

MS Office

Job description

The Role: I am recruiting a Financial Planning Assistant (Client Relationship Manager) on behalf of Wealth Matters, a leading independent Financial Planning firm based in Luton (LU1). Working in a collaborative, fast-paced, and client-focused team, you will support the Financial Planners and Paraplanners in delivering an exceptional financial planning service to Wealth Matters clients. The Financial Planning Assistant (internally titled Client Relationship Manager) helps to maintain and develop client relationships, prepare for and arrange meetings for the Financial Planners, and action all tasks arising from these meetings, ensuring high standards and adherence to tight deadlines.

The Opportunity: This role offers exceptional career development opportunities. We are happy to recruit a career Client Relationship Manager, but if you wish to progress, you will receive support to become Diploma qualified. As your skills and experience grow, there are further opportunities to become a Chartered Financial Planner or Financial Adviser.

The Person: The successful candidate will be intelligent, eager to learn, adaptable, proactive, organized, and detail-oriented. You should possess excellent relationship-building, customer service, and administrative skills. Articulate, analytical, and aspirational, you should be motivated to contribute significantly to the growth of a progressive and ambitious firm and be invested in your development and reward.

Salary and Benefits: £30,000-£37,000 (depending on experience and increasing with exams passed) plus bonuses based on individual and company performance, 26.5 days holiday plus bank holidays, pension, hybrid working, and ongoing professional development support, including funding for exams to become Diploma and Chartered qualified.

The Company: Wealth Matters is an award-winning, innovative, and ambitious Accredited Financial Planning firm, repeatedly voted a top 100 firm. Since 1999, they have been providing bespoke financial, estate, and investment planning to help clients achieve financial freedom.

**Responsibilities include:**

• Supporting Financial Planners in delivering exceptional service.
• Developing client relationships, arranging meetings, and handling queries.
• Assisting with pre- and post-meeting preparations, including research, document collation, and completing actions such as fund switches and policy assignments.
• Processing new business applications and supporting documentation.
• Administering client contracts across various financial products.
• Producing management reports and maintaining client information in the back-office system.
• Supporting general administration and firm development projects.

**Skills and experience required:**

• At least 12 months of experience in a professional services environment, ideally financial advice/planning (training provided if necessary).
• Intelligent, ambitious, proactive, adaptable, and eager to learn, with a commitment to a career in Financial Planning.
• Strong relationship-building and customer service skills, trustworthy, tactful, and discreet.
• Professional appearance, confident communication skills, both verbal and written.
• Ability to work independently, set goals, manage workflow, and meet deadlines.
• Excellent organizational and analytical skills, with keen attention to detail.
• Proficiency in MS Office and strong technological and mathematical aptitude.
• A team player eager to contribute to the firm's success.

Dawn O Shea is the Recruitment Partner handling this vacancy directly for Wealth Matters. No agencies, please. If shortlisted, you will be contacted by phone to discuss the role and your requirements in more detail.