Financial Planning Administrator - Chandlers Ford

Blakemore Recruitment; Chandler's Ford; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial services recruitment firm is seeking a Financial Planning Administrator in Chandler's Ford. This role involves providing administrative support to financial advisers and ensuring high-level service to clients. Ideal candidates will have strong organisational skills and proficiency in Microsoft Office. Full training and career progression opportunities are included, alongside a comprehensive benefits package.

Benefits

Comprehensive benefits package

Career progression opportunities

Qualifications

• Internal procedures and SLAs must be adhered to.
• Experience in financial services is advantageous.
• Excellent attention to detail and accuracy.

Responsibilities

• Providing administrative support to financial advisers.
• Preparing client packs for reviews and meetings.
• Arranging fund reviews.
• Liaising with providers like Transact, Standard Life.
• Handling client queries and building relationships.

Skills

Time management

Organisation and prioritisation

Administrative experience

Excellent verbal and written communication skills

Proficiency in Word, Excel, Outlook

Job description

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Financial Planning Administrator - Chandlers Ford, Chandler's Ford

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Client:

Blakemore Recruitment

Location:

Chandler's Ford, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

26d561f8d2eb

Job Views:

21

Posted:

12.08.2025

Expiry Date:

26.09.2025

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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 Chandlers Ford office.

An excellent opportunity has arisen for a financial planning administrator to work in a growing team. They are looking for an experienced IFA Administrator who prides themselves on the ability to support 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 of clients ensuring they always receive a high level of service.

If you are an experienced administrator or someone looking to start a career in financial services, this could be the role for you! You will be assigned your own bank of clients while working closely with the advisers.

This is a complex role requiring someone with excellent attention to detail and accuracy. Internal procedures and SLAs must be adhered to.

While part of the admin team, the successful candidate will be expected to work independently.

Full training, ongoing support, and career progression opportunities in financial services are provided. They also offer a comprehensive benefits package.

Duties include:

• Providing administrative support to financial advisers
• Preparing client packs for reviews and meetings
• Arranging fund reviews
• Preparing recommendation reports and applications
• Processing new and existing business, including GIA, ISAs, Bonds, Trusts, SIPPs
• Liaising with providers like Transact, Standard Life, Aviva, Canada Life
• Coordinating with professionals such as accountants and solicitors
• Updating advisers and clients regularly
• Maintaining client files and compliance
• Handling client queries and building relationships
• Processing letters of authority, death claims, probate
• Supporting advisers for appointments
• Reporting to the Administration Manager

Basic skills required:

• Time management
• Organisation and prioritisation
• Administrative experience
• Excellent verbal and written communication skills
• Proficiency in Word, Excel, Outlook