Financial Planning Administrator

ZipRecruiter; London; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a Financial Planning Administrator to join their dynamic team in London. This role offers hybrid working, allowing you to balance your time between the office and home. You will play a crucial part in supporting advisory staff, ensuring clients receive top-notch service. Your responsibilities will include managing client records, processing applications, and liaising with external providers. If you have a keen eye for detail, excellent organizational skills, and a passion for financial planning, this opportunity is perfect for you to grow and make a significant impact in the financial services sector.

Qualifications

• 1-2 years experience in a similar role within an IFA firm.
• Strong administrative skills with proficiency in Microsoft Office.

Responsibilities

• Support advisory staff in delivering a world-class service.
• Manage client records and assist with compliance returns.

Skills

Financial Planning

Organizational Skills

Communication Skills

Attention to Detail

Multi-tasking

Education

CII’s Level 4 Diploma in Regulated Financial Planning

Related Degree

Tools

Microsoft Office

Curo

SharePoint

Job description

Job Description

We are currently recruiting for a Financial Planning firm in London who are looking to recruit a Financial Planning Administrator. This role offers hybrid working: 3 days a week in the office and 2 days from home.

Purpose of role;

To provide comprehensive support to advisory staff, aiming to deliver a world-class service as part of the company's Client Proposition.

Duties & Responsibilities

There are five main areas of responsibility:

1. New Business Administration and Processing
2. Support delivery of the CW Sales Process and Client Review Process
3. Client Servicing
4. Maintenance of Client Records
5. Managing and Reporting on Business Income

Assist Advisors and/or Planners with developing and maintaining client relationships, including research, preparing summaries, obtaining quotations, and processing applications.

Process new business applications, track proposals, resolve issues, and maintain records on Curo and SharePoint.

Arrange quotes for individual protection and liaise with external providers.

Process statements from providers, verify amounts, investigate discrepancies, and notify Advisors of issues.

Required Capabilities

• Manage incoming and outgoing post
• Prepare documents and obtain valuations for client meetings
• Gather data on clients and prospects
• Compile documentation for client engagement, account openings, transfers, etc.
• Handle financial plan implementations from start to finish
• Assist with compliance returns
• Implement investment instructions in line with policies
• Liaise with investment teams for queries
• Support client enquiry processes and maintain prospect records
• Perform general office tasks such as scheduling meetings and calls

Desired Knowledge, Skill & Experience

• Understanding of Financial Planning
• Knowledge of Investments, Pensions, and Life Assurance
• Excellent organisational skills and workload planning
• Ability to work to deadlines and think laterally
• High attention to detail and accuracy
• Ability to multi-task and work under pressure
• Effective communication with clients, third parties, and staff
• Initiative to resolve issues

Achieving or working towards the CII’s Level 4 Diploma in Regulated Financial Planning or equivalent is preferred. A related degree is an advantage but not required.

Strong administrative and communication skills, experience with delegation and task completion, proficient in Microsoft Office (SharePoint, Outlook, Word, Excel, PowerPoint), and familiarity with role-specific software (Curo, Voyant, etc.) are essential.

Minimum 1-2 years’ experience in a similar role within an IFA firm is preferred. Experience with investment managers, platforms, or other professional services (accountants, lawyers) will also be considered.