Financial Planning Administrator

Location: Hybrid – Newbury office 1–2 days per week, remainder remote

Full-time | Competitive salary + benefits

Are you an organised and proactive administrator with experience in financial planning or wealth management? We’re supporting a respected Chartered Financial Planning firm in Newbury that is looking for a dedicated Financial Planning Administrator to join their growing team.

This position plays a vital role in ensuring exceptional client service, efficient adviser support, and smooth day-to-day operational processes. If you thrive in a professional, client-focused environment and enjoy being at the heart of a well-run advice business, this could be a fantastic next step in your career.

Preparing Recommendations

• Liaise with clients to schedule and confirm meetings
• Produce and distribute compliant meeting packs
• Check packs and chase missing documentation (LOAs, applications, etc.)
• Maintain accurate client information and notes in Intelliflo (IO)
• Provide required information to Paraplanners

Implementing Recommendations

• Track and follow up on advice implementation
• Keep clients proactively informed on progress
• Use internal systems and dashboards to monitor workflow

General Administration

• Act as a first point of contact for client queries
• Scan and distribute post to relevant team members
• Provide accurate data entry and administrative support
• Support smooth running of client services and compliance processes

• Experience within an IFA, financial planning, or wealth management environment
• Strong organisational skills and exceptional attention to detail
• Ability to manage multiple tasks and prioritise effectively
• Excellent written and verbal communication skills
• A proactive, professional, and client-centric approach
• Familiarity with financial planning software (Intelliflo IO desirable)

• Join a values-driven, Chartered firm committed to excellence
• Hybrid working structure supporting work-life balance
• Opportunities for progression within a growing business
• Contribute directly to exceptional client experiences
• Supportive, collaborative team culture with room to grow