Financial Planning Administrator

Bournemouth, Hybrid Working + Excellent Benefits

Are you an experienced Financial Planning Administrator looking to join a highly regarded wealth management firm with hybrid working and strong career progression?

A well-established and growing wealth management firm is looking to recruit a Planning Support Administrator to join their collaborative team in the office near Bournemouth to support a Senior Adviser.

This is an excellent opportunity for someone with experience in financial planning administration who is looking to develop their career within a supportive environment that values teamwork, strong client service and professional development.

The firm has built an excellent reputation within the market and continues to grow, providing high-quality financial planning and discretionary investment management services to private clients, trusts and institutions.

Responsibilities will include:

• Supporting advisers and paraplanners with client onboarding and ongoing administration
• Processing new business across pensions, ISAs, GIAs and bonds
• Maintaining and updating client records using CRM systems
• Communicating with clients via telephone and email
• Liaising with providers to obtain policy information and progress cases

Benefits

• Salary up to £33,000
• Bonuses
• Hybrid working
• 25 days holiday + bank holidays
• Life assurance
• Income protection
• Pension scheme
• Access to a flexible benefits platform
• A supportive environment focused on career development and progression

To be considered for this IFA Administrator position:

• Experience working within a financial planning or wealth management firm, so can process new business
• Ideally be knowledge of investment products including pensions, ISAs, GIAs and bonds
• Experience using CRM systems
• Strong organisation and communication skills

If you have experience within financial planning administration and are looking to join a supportive firm with excellent career prospects and hybrid working, please apply today or contact us for more information.