Financial Planning Administrator

Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title:

Financial Planning Administrator (Full-Time)

Location: Loughborough - Hybrid

Salary:

Up to £30,000.

Why Join Us?

We're looking for a proactive Financial Planning Administrator to join a values-driven, collaborative wealth management firm. You'll be part of a team of advisors and paraplanners delivering high-quality financial planning services. Your work will directly impact client satisfaction, and your development will be supported with study resources and career progression opportunities.

Benefits:

• 34 days holiday including bank holidays, increasing at 3 & 5 years
• Option to buy or sell up to 5 days per year
• Pension auto-enrolment with enhanced contributions
• Life insurance (4x salary) and income protection (60% salary)
• Employee assistance program - 24-hour confidential support
• Flexible working, including homeworking
• Support for professional development and exam funding
• Friendly and collaborative team environment

About the Role:

As a Financial Planning Administrator, you will manage a portfolio of clients alongside a financial planner and paraplanner. Your role is hands-on, varied, and client-focused, ensuring plans are implemented accurately and efficiently.

Key Responsibilities:

• Deliver exceptional client service as part of a three-person team
• Implement clients' financial plans and manage ongoing service
• Liaise with clients via telephone and email; prepare meetings and packs
• Gather, input, and maintain accurate client data
• Perform AML checks and maintain compliance records
• Process applications and Letters of Authority (LOA)
• Support advisors and paraplanners with administrative and compliance tasks

What We're Looking For:

• Minimum 3 years' experience as a Financial Planning Administrator or similar role in wealth management/IFA environment
• Strong attention to detail and accuracy
• Comfortable with technology and multiple platforms, including IO
• Excellent communication and active listening skills
• Self-motivated, organised, and adaptable
• Team player with a "can-do" attitude and willingness to learn

Desirable Skills:

• Awareness of financial services legislation, GDPR, AML, Treating Customers Fairly
• Experience supporting vulnerable clients
• Knowledge of compliance processes and structured financial plan implementation

How to Apply:

Submit your CV today! Our specialist consultants will contact candidates who match the requirements to discuss the opportunity and your career goals.

Due to high application volumes, only successful candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful.