Remote Financial Planning Administrator – Chartered Firm

Chester Rose Limited.; Newbury; Hybrid; GBP 26,000 - 32,000; Full time

Job summary

Chester Rose Financial Planning is seeking an experienced Financial Planning Administrator to join our growing team. You’ll support Financial Planners and Paraplanners, manage client communications, and help ensure a smooth client journey from meeting preparation to implementing recommendations.

The ideal candidate has previous financial planning administration experience within an IFA or wealth management firm, strong organisational skills and meticulous attention to detail, with a proactive,

Qualifications

• Previous experience in an IFA, wealth management or financial planning firm is essential.
• Good understanding of the financial planning process and the administrative requirements involved in supporting Financial Planners and Paraplanners.
• Experience supporting Financial Planners and Paraplanners in delivering excellent client service.

Responsibilities

• Liaising with clients to arrange meetings and confirm details ahead of appointments.
• Preparing and distributing client meeting packs in line with compliance requirements.
• Checking documentation and chasing outstanding information, including LOAs and application forms.
• Maintaining accurate client records, notes and information within Intelliflo (IO).
• Providing Financial Planners and Paraplanners with the information they need to deliver high-quality advice.
• Following up on recommendations and tracking the progress of advice implementation.
• Keeping clients informed throughout the process and responding to queries in a timely manner.
• Acting as a first point of contact for client enquiries.
• Supporting day-to-day administration of the client services team, including post handling, scanning and data entry.
• Ensuring client documentation and records are maintained accurately and in line with internal processes and compliance requirements.

Skills

Organizational skills

Attention to detail

Communication skills

Proactive attitude

Client-focused

Team collaboration

Time management

Tools

Intelliflo IO

Job description

Chester Rose Financial Planning is seeking an experienced Financial Planning Administrator to join our growing team. You’ll support Financial Planners and Paraplanners, manage client communications, and help ensure a smooth client journey from meeting preparation to implementing recommendations.

The ideal candidate has previous financial planning administration experience within an IFA or wealth management firm, strong organisational skills and meticulous attention to detail, with a proactive,