Financial Planning Administrator

Brevere Group; East Midlands; On-site; GBP 22,000 - 30,000; Full time

Job summary

Brevere Group in the United Kingdom is seeking a Financial Services Administrator to join a friendly, professional financial planning team. You will support advisers, coordinate annual reviews and ensure every case is handled smoothly from start to finish.

This role focuses on organisation, client care and attention to detail, with opportunities for personal development within an FCA-regulated environment and ongoing training in pensions, investments and back-office systems.

Qualifications

• Previous administration experience.
• Excellent organisation and attention to detail.
• Strong communication and relationship-building skills.
• Proficient with Microsoft Office.
• Proactive, client-focused approach.

Responsibilities

• Manage annual review appointments and client communications.
• Prepare reports and client documentation.
• Maintain accurate client records and processing updates.
• Liaise with providers and progress Letters of Authority.
• Support investment withdrawals and death claim administration.
• Keep workflows on track while ensuring FCA compliance.

Skills

Organisational skills

Client care

Attention to detail

Communication skills

Microsoft Office

Proactive approach

Tools

CRM software

Job description

Looking for a role where organisation, client care and attention to detail really make a difference?

We're looking for a Financial Services Administrator to join a friendly, professional financial planning team. This is a fantastic opportunity to become an integral part of a business that values exceptional service, teamwork and personal development.

You'll be at the heart of the client journey, supporting advisers, coordinating annual reviews and ensuring every case is handled smoothly and efficiently from start to finish.

What you'll be doing

• Managing annual review appointments and client communications
• Preparing reports and client documentation
• Maintaining accurate client records and processing updates
• Liaising with providers and progressing Letters of Authority
• Supporting investment withdrawals and death claim administration
• Keeping workflows on track while ensuring FCA compliance

What you'll bring

• Previous administration experience
• Excellent organisational skills and a keen eye for detail
• Strong communication and relationship-building skills
• Confidence using Microsoft Office
• A proactive, positive and client-focused approach

Bonus points if you have:

• Financial services experience
• Knowledge of pensions, investments or financial planning
• Experience working in an FCA-regulated environment
• CRM or back-office system experience