Financial Planning Administrator

Financial Planning Administrator

Location: Chippenham

Salary: £ Negotiable

The Opportunity

An established and forward-thinking independent financial planning firm is seeking an organised and proactive IFA Administrator to join its growing Chippenham-based team. This role offers an excellent opportunity to build a long-term career in financial services within a supportive, professional environment.

Role Overview

The successful candidate will provide essential administrative support to the firms financial planners across a range of case types, ensuring the smooth running of client services and back-office operations.

This role is ideal for someone with strong attention to detail, excellent organisational skills, and previous experience within a financial planning firm.

Key Responsibilities

• Client onboarding and processing new business applications
• Servicing existing clients by helping with enquiries and questions
• Liaising with providers to obtain policy information and updates.
• Preparing documentation for client meetings, including valuations and reports.
• Income processing such as reconciling fee statements and invoicing clients.
• Supporting the team with compliance and regulatory requirements.

Candidate Skills

Essential:

• Previous experience in a similar IFA, wealth management or financial services administration role.
• Strong organisational and communication skills.
• High level of accuracy and attention to detail.
• Proficient in Microsoft Office and CRM systems.

Desirable:

• Progress towards some financial services qualifications (e.g., R01, CF1, FA1 or equivalent).
• Experience with Intelliflo would be advantageous
• A proactive attitude and willingness to learn and grow within the role.

Some of the Benefits on offer include:

• Strong holiday allowance
• Private Medical Insurance
• Life Assurance
• Pension Scheme
• CII Exams & Membership funding