Financial Planning Administrator - Alton

Blakemore Recruitment; Alton; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial planning firm in Alton is hiring for a Financial Planning Administrator. This role focuses on providing administrative support to advisers, managing client relationships, and ensuring compliance. The ideal candidate will have strong organizational skills and experience in an administrative role, looking to build a career in financial services.

Benefits

Full training provided

Ongoing support

Comprehensive benefit package

Career progression opportunities

Qualifications

• Experience working in an administrative capacity is essential.
• Excellent attention to detail required.
• Ability to work independently and manage a client bank.

Responsibilities

• Provide full administrative support to financial advisers.
• Maintain client files and ensure compliance.
• Dealing with client queries and processing business.

Skills

Time management

Organisation

Prioritisation

Excellent verbal communication

Confidence in Word, Excel and Outlook

Job description

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Client:

Blakemore Recruitment

Location:

Alton, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

22169e4fbc68

Job Views:

22

Posted:

18.06.2025

Expiry Date:

02.08.2025

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Job Description:

We are currently recruiting for a Financial Planning firm based in Alton who are looking to recruit a Financial Planning Administrator in their Alton office.

An excellent opportunity has arisen for a financial planning administrator to work in a growingteam. They are looking for an experienced IFA Administrator who prides themselves on the ability tosupport our financial advisers, liaise with providers and third parties.

You will be part of a fast-paced team who provide full end to end administrative support to a bank ofclients ensuring they always receive a high level of service.

So, if you are an experienced administrator or someone who is looking to start a career in financialservices this could be the role for you! You will be assigned your own bank of clients while workingclosely with the advisers.

This is a complex role and requires someone with excellent attention to detail and accuracy is key!They have internal procedures and service level agreements (SLAs) that must be adhered to.

While they will be part of the admin team the successful candidate will be required to workindependently and under their own steam.

As a company they will provide full training, ongoing support and a chance to progress your career infinancial services. They like to invest in their employees and they also offer a comprehensive benefitpackage.

Duties would include:

• Provide financial advisers will full administrative support
• Preparing client packs for annual reviews and ad-hoc meetings
• Arranging internal fund reviews
• Preparing recommendation reports, including any applications and additionaldocumentation
• Process new and existing business
• Types of business include General Investment Accounts, ISAs, Bonds, Trusts, SIPPs
• Dealing with providers such as Transact, Standard Life, Aviva, Canada Life and more
• Liaise with other professionals such as accountants, solicitors and product providers
• Updating advisers and clients regularly to meet expectations
• Update and maintain Adviser office & IO
• Maintain client files and keeping them compliant.
• Dealing with client queries – income, withdrawals, change of details, requests forinformation
• Build relationships with the clients, respond to all queries
• Processing and managing letters of authorities
• Processing death claims and probate
• Providing support to the advisers and ensuring that they have everything required for theirappointments.
• Reporting to the Administration Manager

Other basic skills required:

• Time management
• Organisation and prioritisation
• Experience working in an administrative capacity
• Excellent verbal communication skills – telephone and written word
• Confident using all programmes such as Word, Excel and Outlook