Financial Planning Administrator

Chester Rose Limited.; Newbury; Hybrid; GBP 26,000 - 32,000; Full time

Job summary

Chester Rose Financial Planning is seeking an experienced Financial Planning Administrator to join our growing team. You’ll support Financial Planners and Paraplanners, manage client communications, and help ensure a smooth client journey from meeting preparation to implementing recommendations.

The ideal candidate has previous financial planning administration experience within an IFA or wealth management firm, strong organisational skills and meticulous attention to detail, with a proactive,

Qualifications

• Previous experience in an IFA, wealth management or financial planning firm is essential.
• Good understanding of the financial planning process and the administrative requirements involved in supporting Financial Planners and Paraplanners.
• Experience supporting Financial Planners and Paraplanners in delivering excellent client service.

Responsibilities

• Liaising with clients to arrange meetings and confirm details ahead of appointments.
• Preparing and distributing client meeting packs in line with compliance requirements.
• Checking documentation and chasing outstanding information, including LOAs and application forms.
• Maintaining accurate client records, notes and information within Intelliflo (IO).
• Providing Financial Planners and Paraplanners with the information they need to deliver high-quality advice.
• Following up on recommendations and tracking the progress of advice implementation.
• Keeping clients informed throughout the process and responding to queries in a timely manner.
• Acting as a first point of contact for client enquiries.
• Supporting day-to-day administration of the client services team, including post handling, scanning and data entry.
• Ensuring client documentation and records are maintained accurately and in line with internal processes and compliance requirements.

Skills

Organizational skills

Attention to detail

Communication skills

Proactive attitude

Client-focused

Team collaboration

Time management

Tools

Intelliflo IO

Job description

Please note: Previous experience within an IFA, wealth management or financial planning firm is essential for this role. Applications from candidates without direct experience in the financial planning sector will not be considered.

Are you an experienced Financial Planning Administrator looking to join a growing, Chartered Financial Planning firm where client service, attention to detail and quality are highly valued?

Chester Rose Financial Planning is looking for an organised, proactive and client-focused Financial Planning Administrator to join our growing team. Previous experience working within an IFA, wealth management or financial planning firm is essential for this role. You’ll need a good understanding of the financial planning process and experience supporting Financial Planners and Paraplanners in delivering excellent client service.

You will play an important role in supporting our advisers and ensuring the smooth running of the client journey, from preparing for meetings through to implementing recommendations.

What you'll be doing

• Liaising with clients to arrange meetings, confirm details and ensure everything is in place ahead of appointments


• Preparing and distributing client meeting packs in line with compliance requirements


• Checking documentation and chasing outstanding information, including Letters of Authority (LOAs) and application forms


• Maintaining accurate client records, notes and information within Intelliflo (IO)


• Providing Financial Planners and Paraplanners with the information they need to deliver high-quality advice


• Following up on recommendations and tracking the progress of advice implementation


• Keeping clients informed throughout the process and responding to queries in a professional and timely manner


• Acting as a first point of contact for client enquiries


• Supporting the day-to-day administration of the client services team, including post handling, scanning and data entry


• Ensuring client documentation and records are maintained accurately and in line with internal processes and compliance requirements

What we're looking for

• Previous experience in financial planning administration within an IFA, wealth management or financial planning firm is essential


• A good understanding of the financial planning process and the administrative requirements involved in supporting Financial Planners and Paraplanners


• Strong organizational skills and excellent attention to detail


• The ability to manage a varied workload, prioritise tasks and meet deadlines


• Excellent written and verbal communication skills


• A proactive approach, with the confidence to take ownership of tasks and follow things through


• A professional, approachable and client-focused attitude


• The ability to work collaboratively with Financial Planners, Paraplanners and colleagues across the business


• Familiarity with financial planning software, particularly Intelliflo (IO), would be advantageous


• Primarily remote role, offering flexibility and work-life balance


• Work within a Chartered Financial Planning environment


• Join a growing independent financial planning firm that values quality and exceptional client service


• Work alongside experienced Financial Planners and a knowledgeable, supportive team


• Opportunities for professional development and career progression


• A varied role where you can make a meaningful contribution to the client experience


• A collaborative working environment where your contribution is valued

This role is ideal for an experienced Financial Planning Administrator who takes pride in being organised, delivering excellent client service and ensuring the details behind great financial planning are taken care of.

Location: This is a hybrid role, with travel once/twice weekly; ideally located in Berkshire.