Financial Planning Administrator – Wealth Management

Prestige Recruitment Group; Mold; On-site; GBP 25,000 - 32,000; Full time

Benefits offered by this job

Excellent benefits package

Supportive working environment

Training and development

Career progression

Job summary

Prestige Recruitment Group is recruiting for a Financial Planning Administrator in Flintshire, North Wales. The role supports Advisers and Paraplanners with client banks, processes new business, and prepares documents for client reviews.

You will maintain records, liaise with providers and clients, and help progress both new and existing business within a professional environment. Applicants should have experience in IFA/Wealth Management or Financial Planning administration, with a solid

Qualifications

• Experience within IFA, Wealth Management or Financial Planning administration.
• Understanding of the financial planning process.
• Strong knowledge of pensions, investments and/or protection administration.
• Excellent attention to detail and organisational skills.
• Confident communication skills and a professional approach.
• Ability to manage your own workload and work with Advisers and Paraplanners.

Responsibilities

• Support Financial Advisers and Paraplanners with client banks.
• Process new business and liaise with providers and platforms.
• Prepare documentation and information for client reviews.
• Maintain accurate client records and back-office systems.
• Liaise with providers, clients and third parties.
• Support progression of new and existing business.
• Ensure administration is completed accurately and in line with regulatory requirements.

Skills

IFA/Wealth Management experience

Attention to detail

Organisational skills

Communication skills

Job description

Financial Planning Administrator – Wealth Management

Flintshire, North Wales | £25,000 - £32,000 + Benefits

A growing and well-established Financial Planning firm in Flintshire is looking to appoint an experienced Financial Planning Administrator to join its expanding team.

This is an excellent opportunity for someone with IFA, Wealth Management or Financial Planning administration experience who wants to be part of a professional business where they can develop their career and play an important role in supporting Advisers and Paraplanners.

The Role

You’ll be joining an established team and taking responsibility for a varied range of client and financial planning administration, including:

• Supporting Financial Advisers and Paraplanners with their client banks
• Processing new business and working with providers and platforms
• Preparing documentation and information for client reviews
• Maintaining accurate client records and back-office systems
• Liaising with providers, clients and third parties
• Supporting the smooth progression of new and existing business
• Ensuring all administration is completed accurately and in line with regulatory requirements

About You

We’re looking for someone who already understands the IFA/Financial Planning environment and can hit the ground running.

Ideally, you’ll have:

• Previous experience within IFA, Wealth Management or Financial Planning administration
• A good understanding of the financial planning process
• Strong knowledge of pensions, investments and/or protection administration
• Excellent attention to detail and organisational skills
• Confident communication skills and a professional approach
• The ability to manage your own workload and work closely with Advisers and Paraplanners

What’s on Offer?

• £25,000 - £32,000 salary, depending on experience
• Excellent benefits package
• Professional and supportive working environment
• Ongoing training and development
• Genuine opportunity to progress your career within a growing financial planning business

If you’re an experienced Financial Planning Administrator looking for a role where your experience is valued and you can continue to develop, this could be an excellent next step.

INDP