Senior Financial Planning Administrator

We are thrilled to have partnered with a well established independent financial advice firm who are actively looking to expand their support team! Our client has built themselves a brilliant reputation within industry, and pride themselves on providing bespoke advice and wealth planning expertise to their clients across the UK.



If you are a detailed-orientated professional with a passion for financial planning and client service, we’d love to hear from you!



What you'll be doing:

Preparing and processing business for new and existing clients

Providing administrative support for our paraplanners and IFAs

Maintaining the back office system with client information

Handling incoming queries from clients and external providers via email and telephone

Ensuring all files are compliant with regulations

Liaising with providers to gather policy information

What you need to apply:

2+ years experience working in an administrative role within the financial services industry (Required)

GCSE Maths and English (or equivalent) - graded C or above (Required)

Excellent written and verbal communication skills

Attention to detail 

Experience in managing client expectations 

Desire to learn and develop 

Ability to work independently and as part of a team (Required)

Literate with MS products including Outlook, Word and Excel 

Prior experience working with Intelliflo Office & provider platforms

What's in it for you?

A basic salary of up to £35,000 dependent on experience and qualifications

Hybrid working 

Social opportunities throughout the year

Exam funding and support + time off

Progression opportunities into different areas of the business, depending on which way you see your career heading!

Generous annual leave allowance

Private Medical Insurance

What next?

Hit apply or contact Abi directly!

(email address removed)