Financial Planning Administrator

Jenson Fisher; Tring; Hybrid; GBP 32,000 - 40,000; Full time

Benefits offered by this job

Company pension via salary sacrifice

Death in service life assurance

Job summary

Jenson Fisher is seeking a Financial Planning Administrator to join their team in a hybrid role based in Tring. The position offers £32,000 - £40,000 per year and involves supporting day-to-day operations within the IFA back office and working alongside senior admins, paraplanners and the office manager.

The role focuses on processing new business, suitability letters, data verification, client records, and MI reporting, with opportunities to grow industry knowledge and experience.

Qualifications

• GCSE English and Maths (or equivalent).
• Good understanding of financial products.
• Understanding of suitability letters format.
• Experience with: Intelliflo, Genovo, Finametrica, Veriphy, Cash Calc, Transact is advantageous.

Responsibilities

• Assist paraplanners with suitability report letters for new business and reviews.
• Carry out identity checks on clients.
• Check attitude to risk matches investment portfolio.
• Prepare and submit Letters of Authority and gather plan details.
• Log new business on Intelligent Office and prepare illustrations.

Skills

Numerical skills

Problem-solving

Microsoft Office

Communication skills

Attention to detail

Customer focus

Teamwork / independence

Education

GCSE English and Maths

Tools

Intelliflo

Genovo

Finametrica

Veriphy

Cash Calc

Transact

Job description

Financial Planning Administrator

£32,000 - £40,000

Tring / Hybrid (1-2 days a week from home)

Our client is a specialist, whole-of-market financial planning firm offering personalised, independent advice to individuals, families, companies and trusts. They are seeking a Financial Planning Administrator, ideally with some basic suitability report writing skills, to join their team.

Job overview

Working alongside the senior administrator, paraplanners and office manager, you will support day-to-day operations and help deliver the best outcomes for clients. This varied role offers exposure across the IFA back office, developing your experience and industry knowledge.

You will need a flexible, proactive and positive approach, with the ability to prioritise your workload and work independently and collaboratively.

Key Responsibilities include:

• Assist the paraplanners with the suitability report letters for new business and annual reviews.
• Carry out electronic identity data verification checks on clients where appropriate.
• Check client’s attitude to risk and ensure this matches their investment portfolio.
• Prepare and submit Letters of Authority and gather all necessary plan details for research and analysis.
• Log all new business on Intelligent office.
• Prepare illustrations on the provider sites
• Process all new business applications through to completion.
• Accurately processing client withdrawals and contributions
• Place trades for clients on provider sites where appropriate.
• Prepare client packs for adviser meetings and issue any documentation to clients.
• Create and maintain accurate and up-to-date client and plan records on Intelligent Office
• Ensure all relevant documentation and correspondence is uploaded to the correct client records on Intelligent Office and saved to our internal sharepoint.
• Create, manage, and complete tasks on Intelligent Office.
• Produce management MI reports upon request.
• Liaise with the team of advisers and their clients to ensure they are kept updated about any admin tasks you are undertaking on behalf of the firm.
• Assist the office manager with Income reconciliation, acquisitions and system development.

Person Specification:

• Numerical and problem-solving skills
• Accuracy and high attention to detail
• Passion for providing service excellence and drive to achieve results.
• IT skills – Microsoft Office Outlook, Word, Excel
• Excellent written and spoken communication skills.
• Flexibility and a positive attitude towards opportunity
• A mindset that puts the customer at the centre of everything we do
• An ability to work independently and as a team.

Education/Experience Requirements:

• Good understanding of financial products.
• Good understanding of the format a suitability letter.
• GCSE level 5 or equivalent in English and Maths.
• Previous experience with the following systems and platforms would be advantageous: Intelliflo, Genovo, Finametrica, Veriphy, Cash Calc, Transact, Royal London, AEGON, Prudential and A J Bell.

Benefits

• Employee benefits include company pension via salary sacrifice scheme and death in service life assurance.