Job: Financial Planning Administrator
Location: Stokenchurch (Hybrid)
Salary: Negotiable


Role Description
A modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their expanding team. 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 annual client review packs
*Completing portfolio illustration requests
*Providing comprehensive back-office support
*Corresponding with clients in both written and verbal formats
*Arranging client meetings and managing Advisers’ diaries
*Maintaining accurate, compliant, and well-presented client records on company systems


Key Requirements
*Previous experience working within a Financial Planning firm (essential)
*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)
*Hybrid working Available
*Annual salary reviews
*Life assurance
*Company Pension
*Opportunity to develop towards a paraplanning role in the future