Financial Planning Administrator

Due to an internal promotion and growth my client, an established and highly regarded Chartered Financial Planning practice, currently seek an experience Financial Planning Administrator to support a talented Financial Planner on a one to one basis who primarily operates in the HNW field.

Key Responsibilities

• Coordinate and manage client review processes, including scheduling, documentation gathering, and preparation
• Maintain accurate and up-to-date client records and financial information within back-office systems
• Support the adviser with the delivery of regulated financial advice, ensuring documentation is complete and compliant
• Manage new business processing, proactively progressing cases and chasing providers
• Liaise with pension providers, platforms, and third parties to obtain updates and information
• Support activities such as letters of authority, fund switches, top-ups, withdrawals, and ongoing servicing
• Maintain and update CRM systems (e.g. Intelliflo or similar) accurately
• Assist with platform administration, including transfers and investments
• Act as a central coordination point between clients, advisers, and internal teams
• Deliver a high-quality client experience through professional communication and organisation

Applicants must possess support / administration experience from the IFA sector with proven experience providing financial planning support, client servicing, and administration. You will possess solid knowledge of pensions, investments, and financial planning processes along with experience of using back office / CRM systems such as Intelliflo.

In return you will be rewarded with a friendly and positive working environment, hybrid working, support towards professional qualifications, generous remuneration package and long term opportunity for career development