Full job descriptionAre you an experienced Financial Planning Administrator looking to join a successful and growing wealth management firm?
This is an excellent opportunity to become a key part of a highly professional team, supporting Advisers and Paraplanners to deliver a first-class client experience. You’ll play a pivotal role in ensuring the smooth and efficient management of the financial planning process, helping to deliver positive outcomes for clients.
The Role
You’ll be responsible for:
Setting up new client records and processing client documentation
Obtaining policy and investment information from providers
Managing client records and maintaining accurate CRM data
Preparing client meeting packs and supporting documentation
Processing new business and ensuring all paperwork is completed accurately
Supporting Advisers and Paraplanners throughout the client journey
Maintaining detailed records of client and provider communications
Ensuring all work is completed in line with internal processes, compliance requirements and regulatory standards
Assisting with projects and initiatives that support the continued growth of the business
What We’re Looking For
Experience within a Financial Planning, Wealth Management or IFA environment
Strong knowledge of the financial planning process
Experience supporting Advisers, Paraplanners or Client Managers
Excellent organisational skills and exceptional attention to detail
Confident using CRM systems and managing multiple priorities
A proactive approach with a commitment to delivering outstanding client service
Why Apply?
This role offers the opportunity to join a collaborative and supportive team where your expertise will be valued, your development encouraged, and your contribution will have a genuine impact on both clients and the wider business.
If you’d like to find out more, please get in touch for a confidential conversation.