Hybrid Financial Planning Admin | Flexible, Client-Focused

Attivo Group; Tees Valley; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A financial services company in Tees Valley seeks a Financial Planning Administrator to support the financial planning team. Responsibilities include managing new business submissions, maintaining client data, and providing administrative support. Candidates should have experience in financial services and strong organisational skills. The role requires working from the office a minimum of 3 days per week, with a negotiable salary based on experience.

Benefits

Non-contributory Pension Scheme (8%)

Private Medical Insurance

Income Protection

Generous holiday allowance

Work from home and flexible working available

Qualifications

• Proven experience supporting financial advisors and managing client information.
• Strong background in financial planning administration.
• Detail-oriented and highly organised professional.

Responsibilities

• Support the financial planning team to deliver a seamless client experience.
• Manage new business submissions and process client applications.
• Input and maintain accurate client data in management systems.

Skills

Experience in Financial Services

Good organisational skills

Time management skills

Ability to work under pressure

Attention to detail

Education

Minimum of 5 GCSEs graded A-B including Maths and English

Tools

CRM systems

Platforms such as Abrdn, Aviva, and AJ Bell

Job description

A financial services company in Tees Valley seeks a Financial Planning Administrator to support the financial planning team. Responsibilities include managing new business submissions, maintaining client data, and providing administrative support. Candidates should have experience in financial services and strong organisational skills. The role requires working from the office a minimum of 3 days per week, with a negotiable salary based on experience.