Financial Planning Administrator

Halecroft Recruitment; England; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services recruitment agency in the United Kingdom is seeking a detail-oriented Financial Planning Administrator to join their team. The ideal candidate will provide professional administration support to clients and advisers, handling queries, maintaining client files, managing postal activities, and liaising with third-party providers. This full-time position offers a negotiable salary with benefits, including a pension contribution and study support for industry qualifications.

Benefits

Death in Service Cover (4 x salary)

6% employer pension contribution

Long-term sickness cover (75% of salary)

25 days of holidays + bank holidays

Qualifications

• Previous administration experience is essential.
• Financial services experience is ideal.
• Good understanding of financial products and regulatory requirements is advantageous.

Responsibilities

• Support the smooth running of client and adviser services.
• Handle adhoc queries from Advisers, Clients, and Providers.
• Maintain client files and record tasks via back-office systems.

Skills

Excellent oral and written communication skills

Strong administrative and organisational skills

Proficient in keyboarding and data entry

Attention to detail

Flexible and adaptable

Ability to build effective working relationships

Tools

Microsoft Office

Job description

Financial Planning Administrator Hale

Are you a highly organised, detail-focused administrator looking to join a supportive and professional financial services team? We are seeking a Financial Planning Administrator to provide efficient, friendly, and professional administration support to both clients and IFAs.

The Role:

In this key role, you will be responsible for supporting the smooth running of our client and adviser services, including:

• Handling adhoc queries from Advisers, Clients, and Providers
• Maintaining client files and recording tasks via back-office systems
• Managing postal activity (incoming and outgoing)
• Processing new business applications (online and post)
• Loading and maintaining data on CRM systems
• Processing Letters of Authority and valuations
• Liaising with 3rd Party Providers & Paraplanners
• Preparing Client Meeting Packs, quotes, illustrations, fact sheets, and order projections
• Booking client review appointments and managing IFA diaries
• Printing and binding client suitability reports
• Administering client investment funds and constructing portfolios
• Updating IFAs and clients on the progress of new business cases
• Maintaining all client policy data and associated income expectancies
• Processing client withdrawals as required

Skills & Attributes:

• Excellent oral and written communication skills
• Strong administrative and organisational skills with high accuracy
• Proficient in keyboarding and data entry
• Attention to detail and commitment to quality
• Flexible, adaptable, and a strong team player
• Ability to build effective working relationships at all levels

Experience & Knowledge:

• Previous administration experience essential
• Financial services experience ideal
• Experience working within defined service standards, policies, and procedures
• Demonstrated commitment and longevity in previous roles
• Good knowledge of Microsoft Office
• Understanding of financial products and regulatory requirements advantageous
• Proven track record in delivering excellent client satisfaction

What We Offer:

• Salary: Negotiable, depending on experience
• Benefits: Death in Service Cover (4 x salary), 6% employer pension contribution, PHI long-term sickness cover (75% of salary)
• Holidays: 25 days + bank holidays, increasing by 1 day per year up to a maximum of 30 days
• Study support for industry-related qualifications
• Office-based role in Hale, Cheshire, working Monday Friday, 8:30am 5:00pm

If you are a dedicated administrator with a passion for delivering excellent client service, we would love to hear from you!