Financial Planning Administrator

Co-Navigate Ltd; Newcastle upon Tyne; On-site; GBP 24,000 - 32,000; Full time

Benefits offered by this job

Professional development

Competitive salary and benefits

Supportive collaborative environment

Client experience focus

Job summary

Co-Navigate Ltd in Newcastle upon Tyne is seeking an experienced Financial Planning Administrator who is organised, proactive and passionate about providing excellent client service. You will support advisers and paraplanners and help everything run smoothly behind the scenes.

The role involves preparing and processing client documentation, liaising with clients and providers, maintaining records and supporting meetings and reviews while ensuring regulatory compliance.

Qualifications

• Experience in a financial planning, financial services or administrative role.
• Excellent organisational skills and attention to detail.
• Strong communication skills and a friendly, professional approach.
• Confident working with clients, advisers and financial providers.
• Proactive, reliable and comfortable managing multiple priorities.
• Knowledge of pensions, investments and financial planning processes.

Responsibilities

• Provide administrative support to financial planners and paraplanners.
• Prepare and process client documentation, applications and correspondence.
• Liaise with clients, providers and other professional contacts.
• Maintain accurate client records and keep information up to date.
• Support the preparation of client meetings, reviews and financial planning documentation.
• Help ensure all administration is completed accurately and in line with regulatory requirements.

Skills

Financial services

Organisational skills

Communication skills

Client facing

Multitasking

Independent firm experience

Pensions knowledge

Provider platforms knowledge

Job description

We’re always interested in hearing from experienced Financial Planning Administrators who are organised, proactive and passionate about providing excellent client service. If you enjoy supporting advisers and clients while helping everything run smoothly behind the scenes, we’d love to hear from you.

Key responsibilities

• Provide administrative support to financial planners and paraplanners
• Prepare and process client documentation, applications and correspondence
• Liaise with clients, providers and other professional contacts
• Maintain accurate client records and keep information up to date
• Support the preparation of client meetings, reviews and financial planning documentation
• Help ensure all administration is completed accurately and in line with regulatory requirements

About you

• Experience in a financial planning, financial services or administrative role
• Excellent organisational skills and attention to detail
• Strong communication skills and a friendly, professional approach
• Confident working with clients, advisers and financial providers
• Proactive, reliable and comfortable managing multiple priorities
• Previous experience within an independent financial advice firm
• Knowledge of pensions, investments and financial planning processes
• Familiarity with financial planning systems and provider platforms

What we offer

• A supportive and collaborative working environment
• Opportunities for professional development and progression
• Competitive salary and benefits
• The opportunity to play an important role in delivering a great client experience