Financial Planning Administrator

Allscreens Nationwide Ltd; Cheadle; On-site; GBP 30,000 - 34,000; Full time

Benefits offered by this job

On-site parking

Job summary

A fast-growing financial services firm is recruiting an Administrative Assistant to join its office-based team in the United Kingdom. You will support advisers, maintain client records and help with onboarding and new business processing.

This permanent role is office-based with flexible start times, on-site parking and a professional, client-focused environment that values accuracy, teamwork and proactive service.

Qualifications

• Experience in a professional services environment.
• Experience in an IFA/wealth management or financial planning firm is advantageous.
• Familiarity with Intelliflo Office is beneficial but not essential.
• Strong organisational and prioritisation abilities.
• Excellent communication with clients, providers and colleagues.
• Proficient in MS Office and business systems.

Responsibilities

• Support advisers and colleagues with smooth client administration processes.
• Maintain accurate client records across internal systems.
• Assist onboarding of new clients and processing new business applications.
• Build relationships with clients, providers and third parties as a key contact.
• Coordinate collection and management of client/provider documentation.
• Support regulatory and compliance activities to keep records updated.
• Produce professional correspondence and documentation for clients and providers.
• Contribute to a collaborative office environment by supporting wider administrative activities.
• Use business systems and databases to manage information efficiently.

Skills

Organisational skills

Communication skills

Independence and teamwork

Attention to detail

Proactive and professional

MS Office

Experience with business systems/datab

Tools

Intelliflo Office

Job description

An established and professional financial services business is seeking an Administrative Assistant to join its office-based team. This is a great opportunity to join a supportive environment where you will play a key role in keeping client records, administration processes and adviser support activity running smoothly. The role would suit someone from a professional services background, ideally with experience in an IFA or financial planning firm, although wider office-based experience will also be considered.

Your new role

• Support advisers and colleagues with the smooth running of client administration processes.
• Maintain accurate client records and ensure information is updated across internal systems.
• Assist with onboarding new clients and processing new business applications.
• Build positive relationships with clients, providers and third parties, acting as a key point of contact.
• Help coordinate the collection and management of client and provider documentation.
• Support regulatory and compliance activities to ensure records remain accurate and up to date.
• Produce professional correspondence and documentation for clients and providers.
• Contribute to a collaborative office environment by supporting wider administrative and operational activities.
• Use business systems and databases to manage information efficiently and accurately.

What you'll need to succeed

• Previous experience within a professional services environment.
• Experience within an IFA, wealth management or financial planning firm would be highly advantageous.
• Knowledge of Intelliflo Office would be beneficial but is not essential.
• Excellent organisational skills with the ability to manage multiple tasks and priorities effectively.
• Strong communication skills and confidence when dealing with clients, providers and colleagues.
• Comfortable using business systems, databases and Microsoft Office applications.
• High level of accuracy and attention to detail when handling client information and records.
• A proactive and professional approach, with the ability to work independently and as part of a team.
• Positive attitude, strong work ethic and willingness to support different areas of the business.

What you'll get in return

You will receive a permanent opportunity with a salary of £30,000+, dependent on experience. The role is fully office-based, with flexible start times between 8:00am and 9:30am, as well as on-site parking. This is an excellent opportunity for someone looking to build on their administration experience within a professional, client-focused financial services setting.