Financial Planning Administrator

Recruit Wealth; Ipswich; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading Financial Planning firm in Ipswich seeks experienced Administrators to support client correspondence, business processing, and general back-office tasks. The role offers opportunities for progression to Paraplanner or Adviser, though it’s not a requirement. Strong attention to detail and proficiency with IO software are essential for maintaining accurate client records. This is a chance to join a modern, ethical employer focused on financial advice and security.

Benefits

25 days annual leave

Training and development opportunities

Qualifications

• Experience in client correspondence both written and verbal.
• Proficiency in processing new business.
• Ability to maintain accurate and compliant client records.

Responsibilities

• Handle client correspondence and manage the Adviser’s diary.
• Prepare client review packs and arrange meetings.
• Process new business and maintain client records.

Skills

Client correspondence

Processing new business

Diary management

Attention to detail

Back-office support

Tools

IO software

Job description

Recruit Wealth are representing one of the UK’s fastest growing and largest national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Ipswich offices, one of 50 nationwide.

The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice.

Please note : Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators.

Overview of the role is detailed below :

• Client correspondence, written and verbal.
• Processing new business.
• Preparation of client review packs.
• Arranging client meetings and managing the Adviser’s diary.
• Illustration requests.
• Ensure that all financial planning client administration is carried out in accordance with internal procedures.
• Maintain client records on the company software and ensure the client files are well presented, accurate and compliant.
• Taking phone calls, enquiries and requests, and handling them where appropriate.
• General back-office support using IO software

Benefits of joining the business :

25 d...