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.

The Role:
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

Skills & Attributes:

• 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

Experience & Knowledge:

• 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

What We Offer:

• 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!