Financial Planning Assistant - Specialist Administration

Blakemore Recruitment; Berkhamsted; On-site; GBP 28,000 - 40,000; Full time

Job summary

A prestigious Financial Planning firm in Berkhamsted seeks a Senior Administrator to ensure high-quality client service. The role includes managing post-sale administration, supporting advisers, and maintaining compliance. Ideal candidates will have experience in Financial Planning and strong communication and analytical skills.

Qualifications

• At least 2 years of experience in a Financial Planning Advisers environment.
• Understanding of the financial planning process, including MiFID & GDPR.
• Proficiency in processing new business applications and managing pipelines.

Responsibilities

• Complete post-sale administration and update client information.
• Prepare and gather information for complex cases.
• Administer new business and review cases, ensuring timely submissions.

Skills

Communication

Problem-solving

Analytical skills

Attention to detail

Customer focus

Education

GCSE English & Math (C or above)

Working towards Level 4 industry-recognized exams (CII or LIBF)

Tools

Intelligent Office

Avello Office

Job description

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Financial Planning Assistant - Specialist Administration, Berkhamsted

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Client:

Blakemore Recruitment

Location:

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

6b0f4763a883

Job Views:

4

Posted:

02.06.2025

Expiry Date:

17.07.2025

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Job Description:

We are currently recruiting for a highly regarded Financial Planning practice based near Berkhamsted. They are seeking a Senior Administrator to join their team. The role involves complex NB administration, including DB, IHT, and Pension Transfer.

Job Overview

Provide financial planning support to advisers, paraplanners, and the practice to ensure clients receive high-quality financial advice. Manage and process all aspects of post-sale administration to ensure cases progress efficiently.

Responsibilities and Duties

• Complete post-sale administration, update client information in the intelligent office database, create new records, and update Wealth Reports.
• Prepare and gather information for complex cases, including CETVs, illustrations, LOAs, and policy checklists.
• Administer new business and review cases, submit applications to providers, and ensure cases are in force promptly.
• Maintain client files in compliance with standards.
• Assist paraplanners with administrative tasks.
• Occasionally write basic reports, including Bed & ISA, fund switches, reviews, and withdrawals.
• Liaise with clients and handle complaints.
• Assist with general administrative duties when colleagues are absent.

Qualifications

• At least 2 years of experience in a Financial Planning Advisers environment.
• GCSE English & Math (C or above).
• Understanding of the financial planning process, including MiFID & GDPR.
• Experience with platform providers such as Prudential, Aegon Arc, OMW, Fidelity, Elevate (applications, sell downs, phasing, withdrawals).
• Knowledge of intelligent office, Avello Office, or similar systems.
• Proficiency in processing new business applications and managing pipelines.
• Excellent communication skills.
• Problem-solving skills and ability to resolve complex issues.
• Analytical skills and data interpretation.
• Attention to detail.
• Ability to work independently and in a team.
• Effective prioritization and planning skills.
• Customer focus, client liaison, and complaint handling experience.
• Experience with DB Pensions and Pension Transfer administration.
• Working towards Level 4 industry-recognized exams (CII or LIBF).