Job: Financial Planning Administrator

Location: Penrith

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 in Penrith. 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 (excluding bank holidays)
• Annual salary reviews
• Life assurance
• Company Pension
• Opportunity to develop towards Paraplanning if desired