Financial Planning Administrator

IDEX Consulting; Sunderland; On-site; GBP 22,000 - 28,000; Full time

Job summary

A well-established financial planning firm is seeking a proactive and organised Financial Planning Administrator in Sunderland. In this role, you will support a high-performing team by ensuring exceptional client service and efficient operations. Ideal candidates will have experience in financial services, strong organisational skills, and proficiency in Microsoft Office. Benefits include a pension scheme, generous leave, and flexible benefits.

Benefits

Company pension scheme

25 days annual leave (plus birthday off)

Flexible benefits package

Option to purchase additional holiday

Enhanced family-friendly policies

Cycle to work scheme

Death in service benefit

Qualifications

• Experience in a similar administrative role within financial planning or financial services is highly desirable.
• Confident communicator with strong attention to detail and accuracy.
• Proficient in Microsoft Office and ideally experienced with financial CRM or planning software.

Responsibilities

• Prepare new client packs and manage Letters of Authority.
• Ensure client information is accurately maintained within internal systems.
• Conduct research on products and providers and help prepare various reports.

Skills

Organisational skills

Communication skills

Attention to detail

Team player

Tools

Microsoft Office

Financial CRM software

Job description

A well-established financial planning firm is seeking a proactive and organised Financial Planning Administrator to join its established team in Sunderland. This is an excellent opportunity to contribute to a high-performing team by supporting the delivery of exceptional client service and helping ensure efficient day-to-day operations within the financial advice process.

Responsibilities

• Client Administration: Prepare new client packs, manage Letters of Authority (LOAs), and assist with client information gathering and submissions.
• Data Accuracy: Ensure client information is accurately maintained within internal systems.
• Research & Reports: Conduct research on products and providers, and help prepare various reports such as annual reviews, fund switch/withdrawals, Bed & ISA, and new business reports.
• Annual Review Support: Play a key role in preparing client annual review documents.
• Client Interaction: Act as a first point of contact for clients, delivering a friendly and professional front-of-house experience.
• Administrative Support: Assist advisers with day-to-day administrative tasks and help resolve client and adviser queries.

The Ideal Candidate

• Experience in a similar administrative role within financial planning or financial services is highly desirable.
• Excellent organisational skills and the ability to prioritise in a fast-paced environment.
• Confident communicator with strong attention to detail and accuracy.
• Proficient in Microsoft Office and ideally experienced with financial CRM or planning software.
• Friendly, client-focused attitude with a willingness to learn and grow within the financial services industry.
• A positive, proactive team player with good time management skills.

Benefits

• Company pension scheme
• 25 days annual leave (plus birthday off)
• Flexible benefits package
• Option to purchase additional holiday
• Enhanced family-friendly policies
• Cycle to work scheme
• Death in service benefit

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.