Financial Planning Administrator

BramahHR Ltd; England; On-site; GBP 25,000 - 35,000; Full time

Job summary

A recruitment agency is seeking a detail-oriented Financial Planning Administrator to support Financial Advisers in Wokingham. The role entails processing applications, preparing client documentation, and ensuring compliance with FCA regulations. Candidates must have experience in financial planning and strong organisational skills. Competitive salary and supportive team environment provided.

Qualifications

• Experience in IFA, wealth management, or financial planning environments.
• Ability to prioritise workloads and meet deadlines.
• Proactive and positive team player.

Responsibilities

• Provide comprehensive administrative support to Financial Advisers.
• Process new business applications for financial products.
• Prepare client valuations and reports for meetings.

Skills

Strong understanding of pensions

Excellent communication skills

High attention to detail

Proficient in Microsoft Office

Good knowledge of FCA regulations

Tools

CRM systems

Job description

We are seeking a professional and detail‑oriented Financial Planning Administrator to join one of our excellent clients based in Wokingham. This is a permanent opportunity working with a small experienced team delivering administrative support in a fast paced environment.

The successful candidate will play a key role in supporting Financial Advisers and Paraplanners in delivering high‑quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, and a sound understanding of financial products and compliance processes.

Key Responsibilities

• Provide comprehensive administrative support to Financial Advisers and Paraplanners.
• Process new business applications for pensions, investments, protection, and other financial products.
• Prepare client valuations, review packs, and reports ahead of client meetings.
• Liaise with product providers, clients, and third parties to obtain policy information and track progress of applications.
• Maintain and update client records on the CRM system.
• Ensure all work complies with FCA regulations and company procedures.
• Support the preparation and submission of compliance documentation.
• Assist with the onboarding of new clients, including fact‑finds and risk assessments.
• Handle client queries promptly and professionally, maintaining a high level of service at all times.
• Support general office administration as required (filing, scanning, post, etc.).

Skills & Experience Required

• Previous experience working within an IFA, wealth management, or financial planning environment.
• Strong understanding of pensions, investments, and protection products.
• Excellent communication skills both written and verbal.
• High attention to detail and accuracy in all work.
• Ability to prioritise workloads and meet deadlines under pressure.
• Proficient in Microsoft Office (Word, Excel, Outlook) and CRM systems.
• Good knowledge of FCA regulations and compliance requirements.
• A team player with a proactive and positive attitude.

Please get in touch with a member of the team today if you are looking for your next role!