Financial Planning Administrator

Financial Planning Administrator Hale

Are you a highly organised, detail-focused administrator looking to join a supportive and professional financial services team? We are seeking a Financial Planning Administrator to provide efficient, friendly, and professional administration support to both clients and IFAs.

In this key role, you will be responsible for supporting the smooth running of our client and adviser services, including:

• Handling adhoc queries from Advisers, Clients, and Providers
• Maintaining client files and recording tasks via back-office systems
• Managing postal activity (incoming and outgoing)
• Processing new business applications (online and post)
• Loading and maintaining data on CRM systems
• Processing Letters of Authority and valuations
• Liaising with 3rd Party Providers & Paraplanners
• Preparing Client Meeting Packs, quotes, illustrations, fact sheets, and order projections
• Booking client review appointments and managing IFA diaries
• Printing and binding client suitability reports
• Administering client investment funds and constructing portfolios
• Updating IFAs and clients on the progress of new business cases
• Maintaining all client policy data and associated income expectancies
• Processing client withdrawals as required

• Excellent oral and written communication skills
• Strong administrative and organisational skills with high accuracy
• Proficient in keyboarding and data entry
• Attention to detail and commitment to quality
• Flexible, adaptable, and a strong team player
• Ability to build effective working relationships at all levels

• Previous administration experience essential
• Financial services experience ideal
• Experience working within defined service standards, policies, and procedures
• Demonstrated commitment and longevity in previous roles
• Good knowledge of Microsoft Office
• Understanding of financial products and regulatory requirements advantageous
• Proven track record in delivering excellent client satisfaction

• Salary:
  Negotiable, depending on experience
• Benefits:
  Death in Service Cover (4 x salary), 6% employer pension contribution, PHI long-term sickness cover (75% of salary)
• Holidays: 25 days + bank holidays, increasing by 1 day per year up to a maximum of 30 days
• Study support for industry-related qualifications
• Office-based role in Hale, Cheshire, working Monday Friday, 8:30am 5:00pm

If you are a dedicated administrator with a passion for delivering excellent client service, we would love to hear from you!