Financial Planning Administrator - Leamington Spa (hybrid)

MI Search Ltd; Royal Leamington Spa; Hybrid; GBP 27,000 - 33,000; Full time

Benefits offered by this job

Hybrid working

Pension scheme

Bonus scheme

Flexible benefits

Job summary

MI Search Ltd seeks a Financial Planning Administrator to join its wealth planning team in Leamington Spa on a hybrid basis. You will provide comprehensive administrative support to Independent Financial Advisers, ensuring smooth delivery of financial planning services to clients.

Your role includes preparing client valuations, processing applications, producing review packs, and maintaining regulatory-compliant records, all while supporting a busy wealth management desk.

Qualifications

• Experience providing administrative support in a professional services environment.
• Strong organisational and time-management abilities with attention to detail.
• Clear written and verbal communication; able to liaise with clients and advisers.

Responsibilities

• Process and manage client documents and letters of authority.
• Prepare client valuations and quotations.
• Process and track new business applications.
• Follow up with providers and outstanding cases.
• Prepare client review packs and support annual reviews.
• Liaise with clients, advisers and product providers; maintain accurate records.

Skills

Administrator experience

Organisational skills

Communication skills

Deadline management

Job description

Financial Planning Administrator - Leamington Spa (Hybrid)

A well-established national IFA firm is seeking Financial Planning Administrator to join its growing Wealth Planning team based in Leamington Spa.

The Role

You will provide comprehensive administrative support to a team of Independent Financial Advisers, helping to ensure the smooth and efficient delivery of financial planning services to clients.

Key responsibilities include:

• Processing and managing Letters of Authority
• Preparing client valuations and quotations
• Processing and tracking new business applications
• Chasing providers and following up on outstanding cases
• Producing client review packs and supporting annual reviews
• Liaising with clients, advisers and product providers
• Maintaining accurate client records and ensuring regulatory compliance

Requirements

To be considered for this position, you should have:

• Previous experience as an Administrator
• Excellent organisational and communication skills
• The ability to manage multiple tasks and deadlines effectively

Package

• Basic salary up to £30,000
• Generous discretionary bonus scheme
• Flexible benefits allowance
• Pension scheme
• Hybrid working arrangement
• Opportunity to join a respected and expanding national financial planning business

This is an excellent opportunity for an experienced administrator looking to further their career within a professional and supportive wealth management environment.