Financial Planning Administrator - Gomshall

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

Job summary

A financial services firm in Gomshall is seeking a Financial Planning Administrator to provide administrative support to advisers and manage client relationships. The ideal candidate should have excellent attention to detail and experience in an administrative role. This position offers training and career progression opportunities, along with a comprehensive benefits package.

Benefits

Comprehensive benefits package

Career progression opportunities

Full training and ongoing support

Qualifications

• Experience working in an administrative capacity.
• Excellent attention to detail and accuracy.
• Ability to work independently and manage tasks effectively.

Responsibilities

• Provide full administrative support to financial advisers.
• Prepare client packs for annual reviews and meetings.
• Liaise with clients and third-party providers.
• Maintain client files and ensure compliance.

Skills

Time management

Organisation and prioritisation

Attention to detail

Excellent verbal communication skills

Proficient in Word, Excel, and Outlook

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 Gomshall 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.

So, if you are an experienced administrator or someone who is 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 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 work independently and under their own steam.

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

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 additional documentation
• 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 keep them compliant
• Dealing with client queries – income, withdrawals, change of details, requests for information
• Build relationships with the clients, respond to all queries
• Processing and managing letters of authority
• Processing death claims and probate
• Providing support to the advisers and ensuring that they have everything required for their appointments
• Reporting to the Administration Manager

Other basic skills required:

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