Financial Planning Administrator - St. Albans

TN United Kingdom; St Albans; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading financial planning practice in St. Albans is seeking an experienced Financial Planning Administrator. The role involves supporting the administration team with client interactions, document management, and ensuring efficient operations within the firm. Ideal candidates will have a strong background in financial services, particularly in investment and pensions, and possess excellent communication and IT skills.

Qualifications

• Minimum 5 years experience with an IFA firm focused on investment and pensions.
• Experience with document management systems is an advantage.

Responsibilities

• Handle incoming mail, scanning, and filing.
• Arrange client meetings and prepare client files.
• Maintain client files and database management.

Skills

Communication

IT Literacy

Team Player

Education

Financial Planning Qualifications

Tools

Microsoft Office

Xplan

Adviser Office

Job description

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Financial Planning Administrator - St. Albans, St Albans

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Client:

Blakemore Recruitment

Location:

St Albans, United Kingdom

Job Category:

Finance

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EU work permit required:

Yes

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Job Reference:

4229057d6ed2

Job Views:

3

Posted:

15.05.2025

Expiry Date:

29.06.2025

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Job Description:

We are currently recruiting for a highly regarded Financial Planning practice based in St. Albans who are looking for an experienced administrator to join their team. Must have previous experience working for a Financial Adviser.

This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance.

Key Requirements and Skills:

They will be part of an administration team, supporting in all day-to-day tasks. This will include

• handling incoming mail, scanning, filing
• arranging client meetings
• preparing client files for meetings
• processing new business
• maintaining client files, database management
• corresponding with clients
• the updating of fact finds and AML checks
• liaising with providers

It is essential that the candidate is IT literate with good working knowledge of Microsoft Office suite. A team player with excellent communication skills when liaising with clients, providers, and colleagues to provide an elite service.

Experience in the use of document management systems is an advantage as is the use of financial planning software like Xplan, Adviser Office. Ideally, the successful candidate will have experience with an IFA firm and a focus on investment and pensions for a minimum of five years along with some financial planning qualifications or a plan to study for these to enhance their career prospects.