Financial Planning Admnistrator

Job: Financial Planning Administrator

Location: Stockbridge, Winchester

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 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

• Annual salary reviews

• Life assurance and pension