Financial Planning Administrator

New Yesterday

Templegate Recruitment
Remember to check your CV before applying Also, ensure you read through all the requirements related to this role. Specialist Recruiters in Financial Services Job Title: Financial Planning Administrator (Full-Time) Location:Loughborough - Hybrid Salary: Up to £30,000. Why Join Us? Were looking for a proactive Financial Planning Administrator to join a values-driven, collaborative wealth management firm. Youll be part of a team of advisors and paraplanners delivering high-quality financial planning services. Your work will directly impact client satisfaction, and your development will be supported with study resources and career progression opportunities. Benefits: 34 days holiday including bank holidays, increasing at 3 & 5 years
Option to buy or sell up to 5 days per year
Pension auto-enrolment with enhanced contributions
Life insurance (4x salary) and income protection (60% salary)
Employee assistance program 24-hour confidential support
Flexible working, including homeworking
Support for professional development and exam funding
Friendly and collaborative team environment
About the Role: As a Financial Planning Administrator, you will manage a portfolio of clients alongside a financial planner and paraplanner. Your role is hands-on, varied, and client-focused, ensuring plans are implemented accurately and efficiently. Key Responsibilities: Deliver exceptional client service as part of a three-person team
Implement clients financial plans and manage ongoing service
Liaise with clients via telephone and email; prepare meetings and packs
Gather, input, and maintain accurate client data
Perform AML checks and maintain compliance records
Process applications and Letters of Authority (LOA)
Support advisors and paraplanners with administrative and compliance tasks
What Were Looking For: Minimum 3 years experience as a Financial Planning Administrator or similar role in wealth management/IFA environment
Strong attention to detail and accuracy
Comfortable with technology and multiple platforms, including IO
Excellent communication and active listening skills
Self-motivated, organised, and adaptable
Team player with a can-do attitude and willingness to learn
Desirable Skills: Awareness of financial services legislation, GDPR, AML, Treating Customers Fairly
Experience supporting vulnerable clients
Knowledge of compliance processes and structured financial plan implementation
How to Apply: Submit your CV today! Our specialist consultants will contact candidates who match the requirements to discuss the opportunity and your career goals. Due to high application volumes, only successful candidates will be contacted. xehkeey If you havent heard from us within 7 days, please assume your application has not been successful.
Apply
Location:
Leicester
Job Type:
FullTime
Category:
Accountancy

We found some similar jobs based on your search