Junior Financial Planning Administrator

Talent Smart; England; On-site; GBP 20,000 - 25,000; Full time

Job summary

A leading financial services company is seeking a Junior Administrator to support the financial planning team. This entry-level role offers comprehensive training and a pathway into financial planning, providing essential administrative support while ensuring compliance with industry standards.

Benefits

Full training and ongoing support

Opportunity to progress into paraplanning or advisory roles

Support for professional qualifications

Flexible working options

Paid study leave

Competitive salary with regular reviews

Qualifications

• Strong attention to detail and organisational skills essential.
• Proficient in Microsoft Office with good communication abilities.
• GCSEs required; A-Levels preferred.

Responsibilities

• Provide administrative support to financial planners and paraplanners.
• Process new business applications and maintain client records.
• Liaise with product providers and manage client communications.

Skills

Attention to detail

Organisational skills

Communication

Proficiency in Microsoft Office

Positive attitude

Education

GCSEs or equivalent

A-Levels or equivalent preferred

Tools

Microsoft Office

CRM or financial planning software

Job description

Role Overview:

We are seeking an entry-level Junior Administrator position designed for someone looking to start their career in financial services. As a Junior Administrator, you will provide essential administrative support to the financial planning team, ensuring smooth and efficient day-to-day operations. This is a great opportunity to learn about the financial advice process and build a career path in financial planning.

Key Responsibilities:

• Provide administrative support to financial planners and paraplanners
• Process new business applications and ensure accurate data entry
• Maintain and update client records in our back-office system
• Prepare documentation for client meetings
• Liaise with product providers to obtain policy information and updates
• Assist in managing client communications (emails, letters, appointment confirmations)
• Scan, file, and organise documents securely and accurately
• Learn and apply FCA and internal compliance standards

Skills and Qualifications:

Essential:

• Strong attention to detail and organisational skills
• Good communication skills, both written and verbal
• Proficient in Microsoft Office (Excel, Word, Outlook)
• Positive attitude and willingness to learn
• Minimum of GCSEs or equivalent; A-Levels or equivalent preferred

Desirable:

• Interest in a long-term career in financial services
• Previous office, customer service, or admin experience
• Familiarity with CRM or financial planning software (training will be provided)

Personal Attributes:

• Friendly, professional, and team-oriented
• Reliable and punctual
• Able to follow processes accurately and ask questions when unsure
• Discreet and respectful with confidential information
• Self-motivated and proactive in completing tasks

What We Offer:

• Full training and ongoing support
• Opportunity to progress into paraplanning or advisory roles
• Support for professional qualifications (e.g. CII or LIBF)
• A collaborative and supportive team culture
• Flexible working options and paid study leave
• Competitive salary with regular reviews