Financial Planning Administrator

ZipRecruiter; Loughborough; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

A leading financial planning firm is seeking a proactive Financial Planning Administrator based in Loughborough. This full-time role offers flexible working hours and involves providing essential administrative support to financial planners, ensuring compliance with FCA guidelines. The ideal candidate will have relevant experience within the financial sector, excellent organizational skills, and a customer-centric approach to tasks.

Benefits

Competitive salary

Flexible working hours

Hybrid working model

Annual salary review

Discretionary performance-related bonus

Death in service cover

Collaborative environment

Opportunities for career progression

Qualifications

• Previous experience in financial administration.
• Knowledge of pensions, investments, and life assurance.

Responsibilities

• Processing new business applications for pensions, investments, and protection.
• Communicating with clients to gather information for financial applications.
• Managing daily administrative tasks to ensure compliance.

Skills

Organisational skills

Attention to detail

Effective communication

Customer-centric mindset

Workload management

Education

Experience in IFA or wealth management administrative role

Job description

Job Description

Financial Planning AdministratorLocation: Hybrid (office-based in Loughborough, with flexible working arrangements)Salary: Up to £30,000 per annum (dependent on experience)Hours: Flexible working with core hours from 10am-2pm, Monday to FridayContract: Full-time, Permanent

I am partnering with a well-regarded financial planning firm to recruit a Financial Planning Administrator. This is a fantastic opportunity for a detail-oriented and proactive individual to join a client-focused, professional team and play an integral role in delivering high-quality financial planning services.

As Financial Planning Administrator, you will provide comprehensive administrative support to a team of Financial Planners and Paraplanners, ensuring all tasks are handled efficiently, accurately, and in compliance with FCA guidelines.

Key Responsibilities

• Processing new business applications across pensions, investments, and protection

• Submitting and tracking Letters of Authority (LOAs)

• Obtaining and analysing client policy information from providers

• Updating internal systems to reflect the progress of client cases and business pipelines

• Liaising with product providers to ensure timely processing of applications and requests

• Communicating with clients to gather outstanding information or provide progress updates

• Responding to client and provider queries via phone, email, and post

• Managing daily administrative duties such as scanning, filing, and handling correspondence

• Ensuring all work complies with Treating Customers Fairly (TCF) and Consumer Duty principles

The Ideal Candidate Will Have

• Previous experience in a similar IFA or wealth management administrative role

• Knowledge of financial products such as pensions, investments, and life assurance

• Strong organisational skills and excellent attention to detail

• Effective communication skills and a customer-first mindset

• Ability to prioritise and manage workload independently

What’s on Offer

• Competitive salary - up to £30,000 depending on experience

• Flexible working hours to support work-life balance

• Hybrid working - with a preference for office presence to support team operations

• Annual salary review and discretionary performance-related bonus

• 3x death in service cover

• Supportive and collaborative working environment

• Opportunities for career progression within a growing business