Financial Planning Admnistrator

Grove Talent Solutions; Stockbridge; On-site; GBP 25,000 - 32,000; Full time

Benefits offered by this job

Professional industry exams and study

25 days' holiday

Annual salary reviews

Job summary

Grove Talent Solutions in Stockbridge, Winchester, is seeking an experienced Financial Planning Administrator to join a modern, growing wealth planning firm. You will be the main contact for client queries about pensions, investments and protection products, and you'll liaise with product providers.

The role supports advisers and paraplanners, processes new business applications, prepares client reviews, arranges meetings, maintains records, and ensures service levels meet company procedures.

Qualifications

• Previous experience working within a Financial Planning firm is essential.
• CII Level 3 qualification in Financial Administration preferred (training support available).
• Knowledge of Intelligent Office (IO) and platform experience would be advantageous.
• Strong ability to manage and prioritise workloads effectively.
• Excellent communication, planning and organisational skills.
• Strong analytical and problem-solving abilities.

Responsibilities

• Processing new business applications
• Assisting Paraplanners and Advisers with the preparation of client review packs
• Arranging client meetings and managing Advisers' diaries
• Completing portfolio illustration requests
• Providing comprehensive back-office support
• Ensuring all financial planning administration is completed in line with procedures
• Corresponding with clients in written and verbal formats
• Maintaining accurate, compliant client records on company systems

Skills

Financial administration

Client service

Communication

Organisation

Prioritisation

Education

CII Level 3 qualification in Financial Administration

Tools

Intelligent Office IO

Job description

Job: Financial Planning Administrator

Location: Stockbridge, Winchester

Salary: Negotiable

Role Description

A modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their expanding team. This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers.

The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders.

Responsibilities

• Processing new business applications
• Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs
• Arranging client meetings and managing Advisers' diaries
• Completing portfolio illustration requests
• Providing comprehensive back-office support
• Ensuring all financial planning administration is completed in line with company procedures
• Corresponding with clients in both written and verbal formats
• Maintaining accurate, compliant, and well-presented client records on company systems

Key Requirements

• Previous experience working within a Financial Planning firm (essential)
• CII Level 3 qualification in Financial Administration preferred (training support available)
• Working knowledge of Intelligent Office (IO) and platform experience would be advantageous
• Strong ability to manage and prioritise workloads effectively
• Excellent communication, planning, and organisational skills
• Strong analytical and problem-solving abilities

Benefits

• Professional industry exams and study supported
• 25 days' holiday and ability to purchase more holiday
• Annual salary reviews... (remaining list items as above)