Financial Planning Assistant

RGH-Global | People Services; Sheffield; On-site; GBP 22,000 - 26,000; Full time

Job summary

RGH-Global | People Services is seeking an experienced IFA Administrator to join a well-established financial planning business in the United Kingdom. You will support financial advisers and paraplanners, ensuring smooth processes and high-quality client service across the advisory workflow.

Key duties include preparing client files, processing new business and transfers, updating client records, and liaising with clients and providers.

Qualifications

• Experience providing administrative support to financial advisers and paraplanners.
• Strong client service mindset and professional communication.
• Familiarity with CRM systems and documentation processes.

Responsibilities

• Providing administrative support to financial advisers and paraplanners.
• Preparing client files, documentation and correspondence.
• Processing new business, transfers and client instructions.
• Maintaining accurate client records and updating the CRM system.
• Liaising with clients, providers and other third parties.
• Supporting the preparation of client review packs and meeting documentation.
• Ensuring all administration is completed accurately and in line with compliance procedures.
• Managing client enquiries and providing a high standard of customer service.

Skills

Administrative support

Client service

CRM system

Job description

Are you an experienced IFA Administrator looking for your next opportunity within financial planning?

We're working with a well-established financial planning business looking to recruit an IFA Administrator to join their team. This is a great opportunity for someone who enjoys supporting financial advisers, delivering excellent client service and ensuring the smooth running of the financial planning process.

The Role

You will provide administrative support to financial advisers and paraplanners, helping to ensure clients receive an efficient and professional service.

Key responsibilities will include:

• Providing administrative support to financial advisers and paraplanners.
• Preparing client files, documentation and correspondence.
• Processing new business, transfers and client instructions.
• Maintaining accurate client records and updating the CRM system.
• Liaising with clients, providers and other third parties.
• Supporting the preparation of client review packs and meeting documentation.
• Ensuring all administration is completed accurately and in line with compliance procedures.
• Managing client enquiries and providing a high standard of customer service.