Financial Planning Administrator

Our client is seeking a highly organised and professional Financial Administrator to support a team of Independent Financial Advisers within a well-established and growing financial services practice. This is an excellent opportunity for an individual with strong administrative skills and an interest in financial services to join a collaborative and supportive environment where attention to detail and client service are highly valued.

The successful candidate will play a key role in ensuring the smooth day-to-day running of the advisory process, providing administrative and client support to advisers while maintaining excellent standards of communication, accuracy, and regulatory compliance.

• Building and maintaining strong working relationships with clients, advisers, colleagues, and third-party providers to ensure a seamless client experience
• Acting as a key point of contact for clients and maintaining regular communication via telephone, email, and written correspondence
• Gathering, retrieving, and organising both new and historical client information to support financial planning and reporting processes
• Maintaining accurate and up-to-date records of all verbal, written, and electronic communications in line with company procedures and compliance requirements
• Supporting Independent Financial Advisers in the preparation and production of financial reports, recommendations, and client documentation
• Assisting with research and information gathering to help advisers identify suitable financial solutions that align with clients' objectives and circumstances
• Preparing suitability letters and related documentation in accordance with company policies, industry standards, and current regulatory requirements
• Liaising with providers, business contacts, and external organisations to obtain relevant information regarding pensions, investments, protection products, taxation, and other financial matters
• Providing additional administrative support to advisers across a variety of client and business-related activities
• Ensuring all duties are carried out in accordance with Financial Conduct Authority (FCA) regulations and internal compliance procedures
• Keeping up to date with industry developments, financial products, legislation, and regulatory changes to support both advisers and clients effectively
• Managing workloads efficiently while maintaining high levels of accuracy, professionalism, and confidentiality at all times

• Previous experience within financial services administration or a similar professional services environment would be advantageous
• Strong organisational skills with the ability to prioritise tasks and manage multiple responsibilities effectively
• Excellent communication skills, both written and verbal
• High attention to detail and strong accuracy skills
• Ability to work independently as well as part of a team
• Proficient in Microsoft Office and confident using internal systems and databases
• A professional and client-focused approach at all times

• This is a fantastic opportunity to join a respected and expanding financial services practice where you will work alongside experienced professionals in a supportive and professional environment. The role offers long-term career development opportunities for someone looking to build their career within financial services and gain valuable industry experience.

Please submit your CV to Josie at Artemis Recruitment.