Financial Planning Administrator - Wilmslow (hybrid)

MI Search Ltd; Wilmslow; Hybrid; GBP 27,000 - 33,000; Full time

Benefits offered by this job

Generous bonus

Flexible benefits

Pension scheme

Hybrid work

Career progression

Job summary

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

Key duties include processing Letters of Authority, preparing valuations and quotations, handling new business, chasing providers, producing client review packs, and maintaining accurate records for regulatory

Qualifications

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

Responsibilities

• 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

Skills

Organisational skills

Communication skills

Multitasking

Job description

Financial Planning Administrator - Wilmslow (Hybrid)

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

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.