Financial Planning Administrator

SecsintheCity; United Kingdom; On-site; GBP 30,000 - 37,000; Full time

Job summary

A leading independent Financial Planning firm is seeking a Financial Planning Assistant to support Financial Planners in delivering outstanding services. You will build client relationships, assist in meeting preparations, and handle administrative tasks. Ideal candidates should have strong customer service skills, be detail-oriented, and possess analytical abilities. The firm offers a competitive salary, support for professional exams, and a hybrid working environment.

Benefits

Bonus based on performance

26.5 days holiday

Pension

Support for professional exams

Qualifications

• Experience in a customer service support role in a professional services environment.
• Strong relationship-building and customer service skills.
• Ability to work independently and manage workflow.

Responsibilities

• Support Financial Planners in delivering financial planning services.
• Develop client relationships and be the main point of contact.
• Process new business applications and maintain client data.

Skills

Relationship-building

Customer service

Administrative skills

Analytical skills

MS Office proficiency

Job description

The Role: I am recruiting a Financial Planning Assistant (Client Relationship Manager) on behalf of Wealth Matters, a leading independent Financial Planning firm based in Luton (LU1). Working in a collaborative, fast-paced, and client-focused team, you will support the Financial Planners and Paraplanners with delivering an exceptional financial planning service to Wealth Matters clients. The Financial Planning Assistant (internally titled Client Relationship Manager) helps to maintain and develop client relationships, preparing for and arranging meetings for the Financial Planners and actioning all tasks arising from these meetings, ensuring all work is completed to a high standard and within tight deadlines.

The Person: The successful candidate will be intelligent, eager to learn, adaptable, proactive, organized, and detail-oriented. They will possess exceptional relationship-building, customer service, and administrative skills. Articulate, analytical, and aspirational, they will be motivated to contribute significantly to the growth of a progressive and ambitious firm, feeling invested in, valued, and rewarded accordingly.

Salary and Benefits: GBP30-37,000 (depending on experience) + bonus based on individual and company performance + 26.5 days holiday + bank holidays + pension + hybrid working. We are happy to support professional exams, which can lead to salary increases upon passing.

The Company: Wealth Matters is an award-winning, innovative, and ambitious Accredited Financial Planning firm, repeatedly voted a top 100 Financial Planning firm. Since 1999, they have provided bespoke financial, estate, and investment planning to help clients achieve financial freedom.

Responsibilities include:

• Supporting Financial Planners in delivering exceptional financial planning services.
• Developing client relationships, arranging meetings, and being the main point of contact for client queries.
• Assisting with pre- and post-meeting preparation, including researching client arrangements, collating documents, producing compliant illustrations and application forms, and completing actions such as fund switches and withdrawals.
• Processing new business applications and supporting documentation.
• Contract administration for recommended products (pensions, ISAs, investments, bonds, protection).
• Producing management information and maintaining client data on the back-office system.
• Supporting general administration and the development of standard operating procedures.

Skills and experience required include:

• Experience in a customer service support role in a professional services environment (financial planning experience is not essential; training will be provided).
• Intelligence, ambition, proactivity, adaptability, and a willingness to learn.
• Strong relationship-building and customer service skills, tact, trustworthiness, diplomacy, and confidentiality.
• Professional appearance, confident communication skills, both verbal and written.
• Ability to work independently, set goals, manage workflow, and meet deadlines.
• Analytical skills, excellent administrative and organizational skills, keen eye for detail.
• Proficiency with MS Office and strong technological and mathematical aptitude.
• A team player eager to contribute to the company's success.

Dawn O Shea is the Recruitment Partner, recruiting directly on behalf of Wealth Matters. No agencies please. Short-listed candidates will be contacted by phone for further discussion.