Financial Planning Support Administrator

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

Benefits offered by this job

Excellent benefits

Training & progression

Supportive team

Job summary

Prestige Recruitment Group in North Wales is seeking an experienced Financial Planning Support Administrator to join a growing financial planning firm. The role involves supporting Financial Advisers and Paraplanners, with responsibilities across the client journey and a focus on compliance.

The ideal candidate will have financial services administration experience, ideally within wealth management or an IFA, and will be highly organised with strong client service skills.

Qualifications

• Experience in financial services administration is essential.
• Experience in wealth management or IFA preferred.
• Highly organised with excellent attention to detail.
• Strong communication and client service skills.

Responsibilities

• Process and submit new business.
• Liaise with product providers and platforms.
• Maintain accurate client records and back-office systems.
• Prepare documentation for client reviews.
• Support advisers and paraplanners with daily administration.
• Ensure compliance with company policies and regulations.

Skills

Financial services administration

IFA / wealth management experience

Attention to detail

Client service skills

Job description

Financial Planning Support Administrator

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

We’re recruiting for an experienced Financial Planning Support Administratorto join a growing financial planning firm in North Wales.

This is a great opportunity for someone with IFA, wealth management or financial planning administration experience who is looking to develop their career within a supportive and professional team.

The Role

Working alongside Financial Advisers and Paraplanners, you’ll provide administration support across the client journey, including:

• Processing and submitting new business
• Liaising with product providers and platforms
• Maintaining accurate client records and back-office systems
• Preparing documentation for client reviews
• Supporting Advisers and Paraplanners with day-to-day administration
• Ensuring work is completed accurately and in line with compliance requirements

About You

• Previous financial services administration experience is essential
• Ideally experienced within wealth management, financial planning or an IFA
• Highly organised with excellent attention to detail
• Strong communication and client service skills
• Keen to develop a long-term career within financial services

What's on Offer

• £25,000 - £32,000, depending on experience
• Excellent benefits
• Ongoing training and career progression
• Supportive team environment

A great opportunity to join a growing financial planning business where your experience can be valued and your career can progress.

INDP