Financial Planning Administrator

Matrix Capital Limited; Shrewsbury; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial advisory firm in Shrewsbury is seeking an experienced professional to support client management and financial planning. The role requires coordinating client meetings, processing business submissions, and maintaining financial records. Ideal candidates will have at least 2 years of experience in wealth management, proficiency in Microsoft Office, and strong communication skills. The firm prides itself on providing high-quality, personalized client service and seeks team players passionate about delivering results.

Qualifications

• Minimum of 2 years' experience in wealth management or financial administration.
• Strong understanding of financial planning, pensions, and investment products.
• Proficient in using financial planning software and tools.

Responsibilities

• Schedule and coordinate client meetings.
• Process new business submissions ensuring compliance.
• Maintain and update CRM and financial planning records.
• Act as the first point of contact for client queries.
• Prepare client review reports and recommendation documents.

Skills

Interpersonal skills

Organisational skills

Attention to detail

Communication skills

Teamwork

Education

A level 3 qualification or willingness to study

Tools

Microsoft Office

O&M

Morningstar

SelectAPension

Cashcalc

Voyant

Job description

• Schedule and coordinate client meetings.
• Process new business submissions, ensuring compliance and accurate documentation.
• Maintain and update CRM and confidential financial planning records.
• Act as the first point of contact for client queries and liaise with third-party providers.
• Prepare client review reports and recommendation documents.
• Manage letters of authority, policy information requests, fund switches, and transfers.
• Support marketing, projects, client communications, and general office administration.
  You are organised, proactive, and professional, with a passion for delivering high‑quality work in a fast‑paced environment. Honest and loyal with good interpersonal skills. A strong team player who is focussed on building relationships and getting results. Ideally, a minimum of 2 years' experience in wealth management, financial planning or financial administration.
• Strong understanding of financial planning, pensions, investments and protection products.
• Excellent administrative and organisational skills with high attention to detail.
• Proficient in Microsoft Office (Word, Excel, Outlook).
• Strong written and verbal communication skills.
• A sound understanding of compliance.
• Experience of using platforms and financial planning software.
• Experience with tools such as O&M, Morningstar, SelectAPension, and financial platforms (e.g., Quilter, Transact, 7IM).
• Familiarity with cashflow modelling tools (Cashcalc, Voyant).
• Prior experience producing pension/investment illustrations and suitability letters.
• A level 3 qualification or a willingness to study for professional qualifications.
• Full driving licence.
  We are a small agile team of professionals but with a big reach. We have been privileged to receive many awards, including the STEP Financial Advisor Team of the Year. We were also exclusively appointed by NS&I to provide professional advice to the monthly £1m Premium Bonds Jackpot winners.
• Our small team of highly qualified professionals are passionate about providing a high quality, responsive and personalised service which is entirely driven by the needs of our clients. We pride ourselves on being a safe pair of hands.