Financial Planning Administrator

Salary: £27,000 - £32,000

Location: Preston

• 12:30pm Friday finish
• 10% pension contribution, shared equally between the employee and employer
• Death in Service cover
• Private healthcare

NJR Recruitment is working with a well-established firm of Independent Financial Planners who are now looking to add to their boutique team and recruit a Financial Planning Administrator to provide essential support to Financial Advisers and Paraplanners.

This is an excellent opportunity for someone with at least three years' experience in financial services (An IFA Firm OR Provider background will be considered), along with a good understanding of pensions and investments, and a strong commitment to delivering exceptional client service.

Alongside a competitive salary, the successful candidate will benefit from an outstanding package covering financial wellbeing, private healthcare, additional holiday entitlement and a range of lifestyle benefits.

The Role

As Financial Services Administrator, you will play a key role in supporting the smooth running of the financial planning process. You will work closely with Financial Advisers, Paraplanners, clients and product providers to ensure information is accurate, client records are maintained and administrative tasks are completed efficiently.

This is a varied position requiring excellent organisation, attention to detail and the ability to manage competing priorities in a busy, client-focused environment.

Key Responsibilities

• Provide comprehensive administrative support to Financial Advisers and Paraplanners.
• Maintain accurate client records and CRM systems in line with internal procedures.
• Communicate professionally with clients, providers and colleagues.
• Submit Letters of Authority and collate plan information to support financial research and analysis.
• Prepare client packs and documentation for annual review meetings.
• Assist with income reconciliation and related administrative tasks.
• Handle incoming enquiries professionally, including welcoming clients to the office.
• Support the day-to-day running of the business and assist colleagues when required.
• Ensure tasks are completed within agreed service level agreements and maintain high standards of data accuracy.
• Follow company policies, procedures and regulatory requirements.

About You

We are looking for an organised and proactive individual who enjoys working as part of a team and takes pride in delivering accurate, high-quality work.

You will ideally have:

• At least three years' experience within the financial services industry.
• Previous experience in an administrative role within a financial planning environment.
• A working knowledge of pensions, investments, ISAs and protection products.
• An understanding of the UK financial regulatory framework and relevant legislation.
• Excellent written and verbal communication skills.
• Strong organisational skills and the ability to prioritise workloads effectively.
• Excellent attention to detail and a commitment to maintaining accurate records.
• Proficiency in Microsoft Outlook, Word, Excel and PowerPoint.
• Strong interpersonal skills and a collaborative approach.
• The ability to work efficiently in a fast-paced environment.

Experience within an Independent Financial Adviser (IFA) practice would be particularly advantageous.

Experience with any of the following systems, platforms and providers would be beneficial:

• Intelliflo Office
• Wealth Explorer
• FE Analytics
• Morningstar
• AJ Bell
• Transact
• WAY

You should also be willing to work towards the CII Level 2 qualification (LP2), if you are not already studying towards it.

Apply today via NJR Recruitment or call quoting the reference NJR17069

Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ‘no’ to key screening questions, we may not be able to contact you.