Job: Financial Planning Administrator

Location: Woodstock, Oxfordshire

Salary: Negotiable

Role Description

A respected and expanding financial planning firm is looking to appoint an experienced Financial Administrator to support its continued growth. This is an excellent opportunity for someone who enjoys acting as a central point of contact for clients, handling enquiries relating to pensions, investments, and protection products, while maintaining strong relationships with product providers.

The role is integral to delivering an exceptional client experience and ensuring high levels of service are consistently provided 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