Our client, a lovely and well-established and growing financial planning firm, is looking to add a Financial Administrator to their centralised administration team.

This role sits within a collaborative support team responsible for keeping the advice process running smoothly behind the scenes. It’s a busy and varied position in which your contribution is recognised, and really makes a difference.

For the right person, this is also a great opportunity to build a long-term career within financial services, with genuine progression and the chance to become more involved in technical work over time.

The Opportunity

You’ll be joining a structured administration team that supports a number of advisers across the business. The focus of the role is ensuring client records are maintained accurately, applications are submitted correctly, and the advice process runs efficiently from start to finish.

You’ll work closely with advisers, paraplanners and product providers, helping coordinate client work and keeping everything progressing as it should.

Over time, you’ll also begin handling more technical cases and queries as your knowledge develops.

The Role

This is a varied financial planning administration role where you’ll take ownership of key parts of the client servicing process.

Day-to-day you’ll be:

• Preparing and submitting applications to providers
• Processing fund switches
• Managing Letters of Authority and gathering plan information.
• Maintaining accurate client records
• Preparing documents for client meetings
• Assisting advisers with the ongoing review process

You’ll also liaise regularly with providers, advisers, and clients to provide updates and ensure applications and requests are progressing smoothly.

Alongside this, you’ll help manage workflow within the team, keep task lists updated and contribute to regular team meetings to ensure work is progressing efficiently across the department.

Occasionally, there may also be the opportunity to attend client meetings with advisers to support the administration side and gain further exposure to the advice process.

Who This Would Suit

This role would suit a Financial Administrator who already has 1–2 years’ experience within a financial planning or wealth management environment and is comfortable working in a fast-paced administration role.

You’ll ideally have:

• A good understanding of the financial advice process
• Strong organisation skills
• Good attention to detail
• Strong communication skills

Experience using back-office systems such as Intelligent Office would be helpful, although not essential.

Just as importantly, our client is looking for someone positive, proactive, and keen to develop their career within financial services.

What’s On Offer

• Salary up to £38,000
• Supportive and sociable team environment
• Clear career progression pathway
• Increased earning potential as your role develops
• Exposure to the full financial planning process
• Company benefits package

This is a great opportunity for a Financial Administrator to join a well-run and supporting financial planning firm where administration is valued and where you’ll have the chance to grow your knowledge and progress over time.

If you’re interested in this opportunity, please send your CV to Harry at Financial Divisions