Financial Planning Administrator

Matrix Capital; England; On-site; GBP 25,000 - 30,000; Full time

Job summary

A financial services firm in the UK is seeking a Financial Planning Administrator. This full-time role involves supporting financial planners with client service administration, scheduling meetings, and managing documentation. Candidates should have a minimum of 2 years’ experience in financial administration, strong organizational skills, and proficiency in Microsoft Office. The position is office-based in Shrewsbury, with competitive benefits including salary, professional development, and on-site parking. The salary range is £25,000 to £30,000 annually.

Benefits

Competitive salary

Professional development support

Collaborative team environment

Free on-site parking

22 days holidays plus statutory holidays

Qualifications

• Minimum of 2 years experience in wealth management or financial administration.
• Strong understanding of financial planning, pensions, and investments.
• Experience with compliance requirements.

Responsibilities

• Schedule and coordinate client meetings.
• Process new business submissions and ensure compliance.
• Maintain and update CRM and financial planning records.
• Prepare client review reports.
• Liaise with third-party providers.

Skills

Organisational skills

Proactive approach

Interpersonal skills

Attention to detail

Written communication

Verbal communication

Education

A Level 3 qualification or willingness to study for professional qualifications

Tools

Microsoft Office

Financial planning software

CashCalc

Voyant

O&M Morningstar

Job description

The Role

As a Financial Planning Administrator you will provide essential support to our financial planners and paraplanners. This role involves managing client service administration and ensuring smooth operations across the business.

About us

We are a small agile team of professionals but with a big reach. We have been privileged to receive many awards, including the STEP Financial Advisor Team of the Year. We were also exclusively appointed by NS&I to provide professional advice to the monthly £1m Premium Bonds Jackpot winners.

Our small team of highly qualified professionals are passionate about providing a high quality responsive and personalised service which is entirely driven by the needs of our clients. We pride ourselves on being a safe pair of hands.

Our core values

Professionalism, courtesy, integrity and high standards.

Key Responsibilities

• Schedule and coordinate client meetings.
• Process new business submissions ensuring compliance and accurate documentation.
• Maintain and update CRM and confidential financial planning records.
• Act as the first point of contact for client queries and liaise with third‑party providers.
• Prepare client review reports and recommendation documents.
• Manage letters of authority policy information requests fund switches and transfers.
• Support marketing projects, client communications and general office administration.

Note: We are currently based near Bridgnorth but moving to new office premises on Shrewsbury Business Park (target date March 2026).

About You

You are organised, proactive and professional with a passion for delivering high‑quality work in a fast‑paced environment. Honest and loyal with good interpersonal skills. A strong team player who is focussed on building relationships and getting results.

Essential Skills & Experience

• Ideally a minimum of 2 years experience in wealth management, financial planning or financial administration.
• Strong understanding of financial planning, pensions, investments and protection products.
• Excellent administrative and organisational skills with high attention to detail.
• Proficient in Microsoft Office (Word, Excel, Outlook).
• Strong written and verbal communication skills.
• A sound understanding of compliance.
• Experience of using platforms and financial planning software.

Desirable

• Experience with tools such as O&M Morningstar, SelectA, Pension and financial platforms (e.g. Quilter, Transact, 7IM).
• Familiarity with cash‑flow modelling tools (CashCalc, Voyant).
• Prior experience producing pension/investment illustrations and suitability letters.
• A Level 3 qualification or willingness to study for professional qualifications.
• Full driving licence.

What We Offer

• Competitive salary (per annum).
• Full‑time permanent office‑based role.
• Professional development and qualification support.
• Collaborative and supportive team environment.
• Modern ground floor office in Shrewsbury, Shropshire.
• Monday to Thursday (8.45am until 5.30pm), Friday (8.45am until 1.15pm).
• Holidays: 22 days plus statutory holidays.
• Pension.
• Free on‑site parking.

Employment Type

Full Time

Experience

Years

Vacancy

1

Yearly Salary

25,000 - 30,000