Financial Planning Administrator - Client & Data Support

Plannex Property Management Ltd

Preston

Hybrid

GBP 22,000 - 32,000

Full time

3 days ago

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Job summary

Plannex Property Management Ltd is seeking a proactive Administrator to support Financial Advisers and Paraplanners in Preston. The role involves handling client records, preparing materials for reviews, and ensuring data accuracy in a fast-paced financial planning environment.

The successful candidate will have at least 3 years in financial services, strong communication skills, and a solid knowledge of pensions, investments, ISAs, and protection products, with adherence to UK regulatory

Qualifications

Minimum of 3 years’ experience within the financial services industry.
Experience in an administrative role within a financial planning environment.
Working knowledge of pensions, investments, ISAs, and
protection .
Understanding of the UK financial regulatory framework and relevant legislation.
Excellent written and verbal communication skills.
Strong organisational skills with the ability to manage workloads and meet deadlines.
High attention to detail and commitment to accuracy.
Proficient in Microsoft Outlook, Word, Excel, and PowerPoint.
Strong interpersonal skills with a collaborative and team -oriented approach.
Ability to work effectively in a fast-paced environment.

Responsibilities

Provide comprehensive administrative support to Financial Advisers and Paraplanners.
Maintain accurate client records and CRM systems in line with company guidelines.
Communicate effectively with clients, providers, and internal team members.
Submit Letters of Authority and collate plan information for research and analysis.
Prepare client packs for annual review meetings.
Handle incoming enquiries professionally, including meeting and greeting clients.
Support general business operations and assist colleagues when required.
Ensure all work meets service level agreements and maintains high data accuracy.
Adhere to company policies, procedures, and the employee handbook.