Financial Planning Administrator

ZipRecruiter; Wilmslow; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

An established industry player is seeking a detail-oriented Financial Planning Administrator to join their Client Services team. This role offers the opportunity to provide essential administrative support to financial advisers, ensuring the efficient handling of client documentation. With a salary of up to £30,000 and a comprehensive benefits package, including study support for a Diploma in Financial Planning, this position is perfect for those looking to grow their career in financial services. The company promotes a collaborative work environment with flexible working arrangements, making it an ideal place for professionals eager to develop their skills and advance their careers.

Benefits

Pension

Life Insurance

Income Protection

Full Study Support

Qualifications

• Minimum of 5 GCSEs including Maths and English.
• Strong organizational skills and ability to manage priorities.

Responsibilities

• Processing and managing new business applications and paperwork.
• Maintaining and updating client records on Intelligent Office.

Skills

Organizational Skills

Communication Skills

Customer Focus

Basic Knowledge of Financial Planning

Education

5 GCSEs including Maths and English

Tools

Intelligent Office

Job description

Job Description

Job Title: Financial Planning Administrator

Location: Wilmslow, Flexible working; office attendance minimum 3 times per week (remote for the rest)Salary: Up to £30,000 per annumBenefits: Pension, Life Insurance (DIS), Income Protection, and Full Study Support towards Diploma in Financial PlanningHours: Full-time, part-time, or flexible hours to suit the right candidate

Are you an organized, detail-oriented professional looking to grow your career in financial services? Our client, a leading independent financial advice business is seeking an Administrator to join their Client Services team.

About Us:Our client specialises in providing tailored financial advice across savings, investments, and retirement planning. Their partnerships with Building Societies and corporate clients empower them to deliver outstanding services that meet diverse client needs.

The Role:As an Administrator, you will provide vital administrative support to the advisers, ensuring efficient processing and management of client documentation. Key responsibilities include:

• Processing and managing new business applications and associated paperwork.
• Maintaining and updating client records on Intelligent Office.
• Managing client transactions and assisting with trades on Provider Platforms.
• Responding promptly to client, provider, and adviser queries.
• Supporting advisers with meeting preparation, documentation, and follow-ups.

What We Offer:

• A salary of up to £30,000 plus an excellent benefits package.
• Career development opportunities, such as training towards Paraplanning or leadership roles
• Study support for the Diploma in Financial Planning.
• A collaborative work environment and a culture of continuous learning.
• Flexible working arrangements to support work-life balance.

What We’re Looking For:

• Minimum of 5 GCSEs (or equivalent) including Maths and English.
• Strong organizational skills and ability to manage competing priorities.
• Excellent communication skills with a customer-focused mindset.
• Basic knowledge of financial planning products and services ().
• Familiarity with Intelligent Office (desirable).

Why Join?This role has become available due to internal promotions, showcasing their commitment to nurturing talent and supporting career growth. Whether you’re seeking full-time work, part-time hours, or flexible working arrangements, we want to hear from you!