Financial Planning Administrator

BramahHR Ltd; Wokingham; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial services provider in Wokingham is seeking a Financial Planning Administrator to support Financial Advisers and Paraplanners. The ideal candidate will have experience in financial planning, be detail-oriented, and possess strong communication skills. This role requires accuracy and effective multitasking in a fast-paced environment.

Qualifications

• Experience in IFA, wealth management, or financial planning.
• Strong understanding of pensions, investments, and protection.
• Ability to work under pressure and meet deadlines.

Responsibilities

• Provide administrative support to Financial Advisers and Paraplanners.
• Process new business applications and prepare client materials.
• Liaise with clients and track applications.

Skills

Previous experience in IFA or financial planning

Understanding of financial products

Excellent communication skills

High attention to detail

Proficient in Microsoft Office

Knowledge of FCA regulations

Tools

CRM systems

Job description

We are seeking a professional and detail-oriented Financial Planning Administrator to join one of our excellent clients based in Wokingham. This is a permanent opportunity working with a small experienced team delivering administrative support in a fast paced environment.

The successful candidate will play a key role in supporting Financial Advisers and Paraplanners in delivering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, and a sound understanding of financial products and compliance processes.

Key Responsibilities

• Provide comprehensive administrative support to Financial Advisers and Paraplanners.
• Process new business applications for pensions, investments, protection, and other financial products.
• Prepare client valuations, review packs, and reports ahead of client meetings.
• Liaise with product providers, clients, and third parties to obtain policy information and track progress of applications.
• Maintain and update client records on the CRM system.
• Ensure all work complies with FCA regulations and company procedures.
• Support the preparation and submission of compliance documentation.
• Assist with the onboarding of new clients, including fact-finds and risk assessments.
• Handle client queries promptly and professionally, maintaining a high level of service at all times.
• Support general office administration as required (filing, scanning, post, etc.).

Skills & Experience Required

• Previous experience working within an IFA, wealth management, or financial planning environment.
• Strong understanding of pensions, investments, and protection products.
• Excellent communication skills—both written and verbal.
• High attention to detail and accuracy in all work.
• Ability to prioritise workloads and meet deadlines under pressure.
• Proficient in Microsoft Office (Word, Excel, Outlook) and CRM systems.
• Good knowledge of FCA regulations and compliance requirements.
• A team player with a proactive and positive attitude.

Please get in touch with a member of the team today if you are looking for your next role.