Financial Planning Administrator - Gomshall

TN United Kingdom; Gomshall; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established financial planning firm is seeking a dedicated Financial Planning Administrator to join their growing team in Gomshall. This role is perfect for individuals with a background in financial services who are eager to provide comprehensive administrative support to financial advisers. The successful candidate will be responsible for preparing client materials, managing client communications, and ensuring compliance with internal procedures. With a strong focus on career progression and ongoing support, this opportunity offers a chance to thrive in a dynamic environment while making a significant impact on client relationships and service quality.

Benefits

Comprehensive benefits package

Ongoing support and training

Career progression opportunities

Qualifications

• Experience supporting financial advisers and clients.
• Strong communication skills and attention to detail.

Responsibilities

• Provide administrative support to financial advisers.
• Prepare client packs and arrange fund reviews.
• Maintain client files and ensure compliance.

Skills

Time management

Organization

Prioritization

Verbal communication

Written communication

Education

Experience in administrative role

Preferably in financial services

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Financial Planning Administrator - Gomshall, Gomshall

We are currently recruiting for a Financial Planning firm based in Alton, looking to hire a Financial Planning Administrator in their Gomshall office.

This is an excellent opportunity to join a growing team. The ideal candidate is an experienced IFA Administrator who can support financial advisers, liaise with providers and third parties, and provide full end-to-end administrative support to a portfolio of clients, ensuring high-quality service.

The role requires attention to detail and accuracy, adherence to internal procedures and SLAs, and the ability to work independently within a team. Full training, ongoing support, and career progression opportunities are provided, along with a comprehensive benefits package.

Key Responsibilities:

• Provide administrative support to financial advisers
• Prepare client packs for reviews and meetings
• Arrange fund reviews and prepare recommendation reports
• Process new and existing business, including various financial products
• Liaise with providers and other professionals
• Update advisers and clients regularly
• Maintain client files and ensure compliance
• Handle client queries and build relationships
• Process letters of authority, death claims, and probate
• Support advisers for appointments and report to the Administration Manager

Required Skills and Experience:

• Time management, organization, and prioritization skills
• Experience in an administrative role, preferably in financial services
• Excellent verbal and written communication skills
• Proficiency in Word, Excel, and Outlook