The Company: A boutique financial planning business based on the outskirts of Doncaster who manage a key client base in the whole of market arena are now looking to recruit an industry experienced Financial Planning Administrator as 1 to 1 support to their lead Planner. This isn't a role for someone looking to move into paraplanner within 1-2 years – It will suit a specialist Admin Support head with strong client relationship management experience who is committed to honing their craft in this space.

• Office Location: Doncaster
• Working Setup: Hybrid – 3-days office & 2-days WFH

Package: £32-35k base DOE + bonus and full company benefits

• Key benefits: Royal London pension with salary sacrifice, PMI (Vitality) plus £100k x DIS
• Bonus: Discretionary – Paid annually
• Holidays: 25-days + stats

The Role: This role/remit is the operational backbone of the team.You will be working closely with the Practice Team Leader and supporting advisers across client reviews, new business cases, and ongoing service work. Duties include:

• Answer calls and emails, deal with client queries, and record all client communications on IO in line with firm policy.
• Prepare meeting packs ahead of client appointments, book review meetings, and proactively chase clients for outstanding information.
• Submit new business applications online and on paper in line with firm procedures, and process transfers and fund switches.
• Liaise with product providers and other third parties and track cases through to completion.
• Documentation gathering
• Process letters of authority and obtain plan and fund values, illustrations, KFDs/KIIDs, ceding-scheme information and product details for analysis.
• Produce illustrations and comparison quotations to defined inputs.
• Maintain accurate client records and documentation on Intelliflo and file in chronological order.
• Ensure all files worked on are compliant with the firm's procedures and with FCA and Consumer Duty expectations, and report any breach or complaint promptly.
• Update portfolios and valuations for annual reviews, prepare review packs, and maintain the servicing diary and next-review dates.

The Person: You will come from a wealth management background and hold proven administrative experience within a financial planning or IFA firm, and a working understanding of the advice process and adviser workflow. Intelligent Office/IO experience would be advantageous but isn’t essential, with the role really suiting someone with exposure to HNW clients and focused investments and pensions caseloads.

What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours.