Financial Planning Administrator

ZipRecruiter; Coventry; On-site; GBP 25,000 - 45,000; Full time

Job summary

An established industry player is seeking a Financial Planning Administrator to enhance their collaborative team. This role is ideal for a detail-oriented individual with experience in financial services administration. You will support financial advisers by managing client queries, maintaining accurate records, and ensuring compliance with regulations. The company offers a competitive salary and a generous benefits package, including a discretionary bonus scheme, matched pension, and opportunities for career progression. Join a supportive environment where your contributions will directly impact the team's success and your professional growth.

Benefits

Discretionary bonus scheme

5% matched pension

Life assurance

Free onsite parking

28 days holiday plus bank holidays

Qualifications

• At least 1 year of experience in an IFA environment.
• Strong knowledge of FCA regulations and financial products.

Responsibilities

• Liaising with product providers to obtain information and process new business.
• Preparing client valuations and annual review packs.
• Ensuring compliance with FCA and internal procedures.

Skills

FCA regulations knowledge

Communication skills

Time management

IT skills (Microsoft Office)

Detail-oriented

Education

Diploma in Financial Planning (desirable)

Tools

Intelligent Office

Wrap platforms

Dynamic Planner

FE Analytics

Transact

abrdn

Aviva

Quilter

Job description

Job Description

Financial Planning AdministratorLocation: Meriden, West MidlandsSalary: Competitive + Excellent Benefits

A respected and growing financial planning firm is seeking a highly capable Financial Planning Administrator to join their collaborative and client-focused team. The company have recently been acquired by a Investment Management organisation who will provide extra security and funding for their exciting growth plans.

This is a hands-on opportunity for an experienced professional with a strong background in financial services administration to contribute to a dynamic, supportive environment with excellent long-term prospects.

The RoleAs a Financial Planning Administrator, you will play a vital role in supporting financial advisers and paraplanners, ensuring the smooth and compliant delivery of service to clients from start to finish. You will be responsible for maintaining accurate records, liaising with providers, handling client queries, and producing essential documentation.

Key Responsibilities

• Liaising with product providers to obtain information and process new business

• Preparing client valuations, ISA withdrawal recommendations, and annual review packs

• Managing service cases, fund switches, client withdrawals, and Bed & ISA transfers

• Updating and maintaining the back office system (Intelligent Office)

• Producing suitability reports and ensuring accurate documentation via Papercloud/SharePoint

• Assisting with annual portfolio rebalancing and adviser charge disinvestments

• Ensuring compliance with FCA and internal procedures

• Responding to client queries professionally via telephone and email

• Using platforms such as Transact, abrdn, Aviva, Quilter

• Supporting the wider team and mentoring junior administrators as needed

About YouYou’ll be detail-oriented, personable, and capable of working both independently and as part of a team. You should have:

• At least 1 years’ experience in an IFA environment

• Strong knowledge of FCA regulations and financial products

• Excellent communication, time management, and IT skills (Microsoft Office)

• Familiarity with Intelligent Office, Wrap platforms, Dynamic Planner, and FE Analytics (desirable)

• A team-oriented mindset with a proactive and positive approach

• Progress toward the Diploma in Financial Planning (desirable)

On offer:

In return, you’ll enjoy a highly competitive salary and a generous benefits package that includes:

• Discretionary bonus scheme

• 5% matched pension

• Life assurance

• Free onsite parking

• 28 days holiday plus bank holidays

• Opportunities for progression within the company will be available based on merit, but you will be expected to show competence in the Administrator role for a couple of years before being considered for progression.

This is a fantastic opportunity for someone looking to grow their career in a supportive and professional environment.