Wealth Planning Administrator — Hybrid, Growth Path

Premier Jobs UK; Taunton; Hybrid; GBP 28,000 - 32,000; Full time

Benefits offered by this job

Hybrid working

Pension

Life assurance and healthcare

Structured development plans

Flexible working patterns

Job summary

Premier Jobs UK is seeking an experienced IFA Administrator for its Taunton office, offering genuine career development within a growing national business that values excellent client support.

You will support Financial Planners and clients, ensuring smooth advice processes from consultation to implementation, working with an established operations team and acting as a trusted client journey liaison.

Qualifications

• Proven experience as an Administrator within an IFA or financial planning environment
• Strong knowledge of financial planning processes and new business procedures
• Confident communication skills for client and provider liaison
• Desirable: Experience using systems such as Curo, Intelligent Office or similar platforms
• Desirable: Understanding of pension transfers, investment platforms and protection processing

Responsibilities

• Coordinating planner diaries and client meetings
• Preparing comprehensive meeting documentation
• Processing new business applications and liaising with providers
• Producing illustrations, valuations and transfer documentation
• Maintaining accurate records across back-office systems
• Proactive client communication to progress cases efficiently

Skills

IFA administration

Client liaison

Financial planning processes

Tools

Curo

Intelligent Office

Job description

Premier Jobs UK is seeking an experienced IFA Administrator for its Taunton office, offering genuine career development within a growing national business that values excellent client support.

You will support Financial Planners and clients, ensuring smooth advice processes from consultation to implementation, working with an established operations team and acting as a trusted client journey liaison.