Financial Planning Administrator

OA Brand; United Kingdom; On-site; GBP 25,000 - 27,000; Full time

Job summary

A financial planning firm in Welwyn Garden City is seeking a Financial Planning Administrator to provide essential support to its clients. The role involves managing client inquiries, scheduling meetings, and producing client reports. Successful candidates will have experience in financial services, excellent organizational skills, and a keen eye for detail. This role offers a permanent contract with a salary between £25,000 and £27,000, along with a bonus based on company performance and benefits including a matched pension scheme.

Benefits

22 days holiday + bank holidays

Company pension scheme – matched 5% employer contribution

Free onsite parking

Annual salary reviews

Up to a 10% discretionary bonus

Free access to company services

Clear progression path / development opportunities

Qualifications

• Previous experience in financial services or related sector is essential.
• Must be proficient in Microsoft Office and Adobe products.
• Strong verbal and written communication skills are critical.

Responsibilities

• Handle client service needs and inbound queries.
• Arrange and schedule client meetings, preparing documentation.
• Produce client reports and valuations before meetings.

Skills

Previous experience within financial services or similar sector

Working knowledge of Microsoft Office, Adobe products & DocuSign

Excellent communication skills, written and verbal

Understanding of and working in a regulated and compliance focused process

Highly organised, with a high attention to detail

IT literate – you will be learning a range of different systems

Working within a team and directly with advisers and clients

Tools

Microsoft Office

Adobe products

DocuSign

Job description

Job Title: Financial Planning Administrator

Salary: £25,000 - 27,000 per annum basic depending on experience

Bonus: Up to 10% per annum based on company performance

Location: Welwyn Garden City – office based centre of town

Contract: Permanent

Hours: Monday – Friday (38 hours per week)

OA are recruiting for a Financial Planning Administrator to join our client's team on a permanent basis.

Administrator - Profile:

A small but growing Financial Planning business based in the centre of Welwyn Garden City, supporting clients to an exceptional standard with a range of financial planning requirements, including planning for large life events, tax efficient investments, retirement planning – truly going through life with their clients.

This business is proud to offer independent advice built on the long‑term client relationships they build and first‑class client support and servicing.

In this role, you will be the face of the business, being the first point of contact for queries, supporting and coordinating meetings and providing all‑round administrative support.

The successful candidate will need to have a keen eye for detail due to the regulated nature of the business and fantastic communication skills.

Administrator - Benefits:

• 22 days holiday + bank holidays
• Company pension scheme – matched 5% employer contribution
• Free onsite parking
• Annual salary reviews
• Up to a 10% discretionary bonus
• Free access to company services
• Clear progression path / development opportunities

Administrator - Main Duties:

• Handling inbound queries and dealing with client service needs
• Arranging and scheduling client meetings, including preparing relevant documentation
• Producing client reports and valuations prior to all meetings
• Helping to manage the ongoing annual client service schedules
• Ensuring all data is correct and accurate and uploaded to our systems
• Using online systems such as investment portals as well as the customer database and Microsoft packages (Word, Excel, Outlook)
• Supporting the advisers to ensure clients outcomes and expectations are met
• General administrative support as required
• Communicating with various different pension and investment companies on behalf of the clients and gathering in a range of relevant investor information

Administrator - Key Skills & Experience:

• Previous experience within financial services or similar sector
• Working knowledge of Microsoft Office, Adobe products & DocuSign
• Excellent communication skills, written and verbal
• Understanding of and working in a regulated and compliance focused process
• IT literate – you will be learning a range of different systems
• Highly organised, with a high attention to detail
• Working within a team and directly with advisers and clients

Thank you for your interest in this vacancy, which is being advertised by OA Group. Your application will be considered in competition with others and we will contact you within 3 working days.