Job: Financial Planning Administrator
Location: Braintree
Salary: Negotiable


Role Description
A well-established and growing financial planning firm is seeking an experienced Financial Administrator to join its team due to continued expansion. This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers.
The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders.


Responsibilities
*Processing new business applications
*Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs
*Arranging client meetings and managing Advisers’ diaries
*Completing portfolio illustration requests
*Providing comprehensive back-office support
*Ensuring all financial planning administration is completed in line with company procedures
*Corresponding with clients in both written and verbal formats
*Maintaining accurate, compliant, and well-presented client records on company systems


Key Requirements
*Previous experience working within a Financial Planning firm (essential)
*CII Level 3 qualification in Financial Administration preferred (training support available)
*Working knowledge of Intelligent Office (IO) and platform experience would be advantageous
*Strong ability to manage and prioritise workloads effectively
*Excellent communication, planning, and organisational skills
*Strong analytical and problem-solving abilities


Benefits
*Professional industry exams and study supported
*25 days’ holiday and ability to purchase more holiday (excluding bank holidays)
*Annual salary reviews
*Birthday day off
*Life assurance and pension
*Clear progression opportunities to Paraplanner and Adviser roles, if desired