Financial Services Administrator

Bowdon Associates Limited; United Kingdom; Remote; GBP 25,000 - 30,000; Full time

Job summary

A growing Independent Financial Advisory is seeking a proactive Financial Administrator with experience in 2Plan systems. This remote role involves managing operations, supporting advisers, and ensuring a seamless client experience. Key responsibilities include client communication, file organization, and case preparation. Ideal candidates are highly organized and comfortable with independent work.

Qualifications

• Must have experience with 2Plan systems.
• Comfortable communicating with clients and providers.
• Ability to create systems and processes.

Responsibilities

• Support adviser by managing operations and client coordination.
• Ensure client files are organized and audits are complete.
• Prepare cases for handover to Paraplanner.

Skills

Experience with 2Plan systems

Proactive and highly organized

Strong communication skills

Tools

Microsoft Office Suite

2Plan Back Office

Docusign

Job description

Overview

Job Title: Financial Administrator 2Plan

Location: Remote

Salary: £25,000 - £30,000

TO BE CONSIDERED FOR THIS ROLE YOU MUST HAVE EXPERIENCE WITH 2PLAN SYSTEMS

The Client

We have an exciting opportunity for a growing Independent Financial Advisory (IFA) business, they are looking to add an experienced Financial Administrator from a wealth management background to their team.

The Role of Financial Services Administrator - IFA

We are looking for someone proactive, confident, and highly organised, someone who thrives on responsibility and enjoys making things run smoothly. You’ll be supporting the adviser by taking ownership of the operations, client coordination, and internal processes, helping the business grow while ensuring clients receive a seamless experience.

This role is varied and hands-on, so it’s ideal for someone with previous experience in financial services who’s comfortable working independently and keen to grow with the business.

Unfortunately, due to resource constraints, this isn’t the business for someone inexperienced or those who require support. The chosen candidate is required to hit the ground running and acts as a PA/Admin/Co-ordinator.

Key Responsibilities

• Must be comfortable on the phone to communicate with clients and also providers
• Create systems and processes to manage business
• Prioritise tasks for adviser and yourself
• Liaise with product providers
• Ensuring audit trail complete either via spreadsheet or 2Plan s internal systems
• Keep client files organised on OneDrive
• Send risk questionnaires through 2Plan Client Portal
• Issue fee agreements through portal/Docusign/post
• Adding fact find fully on to 2Plan system
• Making sure that handover notes have been actioned ready for case handover to paraplanners
• Prepare and send off LOAs to clients
• Issue LOAs and chase LOAs to providers
• Vet the information returned and call back for further information
• Making sure that all letter of authority information is added and uploaded to back office system & client file
• Prepare cases for handover to Paraplanner ensuring all relevant information is on Back Office
• Prepare cases for pre-approval
• After presentation meeting, process the paperwork, setting clients up on platforms
• Ensure funds arrive on platform
• Ensure correct fees are paid from providers
• Issue and chase invoices as they arise
• Help clients onboarding to new systems
• Prepare annual review packs
• Submit annual reviews on Back Office

Systems you Will Use

• Microsoft Package: Word, Excel, Outlook, Teams, OneDrive
• FE Analytics
• 2Plan Back Office
• 2Plan Nexus
• Familiar with all usual platforms (Aviva, Royal London etc)
• Familiar with Docusign

About Bowdon Associates

Bowdon Associates is a member of the Guild of Quality Employment Agencies and has agreed to adopt the compliance and recruitment standards that form the basis their code of conduct. A quality, transparent and responsible recruitment agency committed to raising the industry standards.