Job Advert: Financial Planning Administrator

Location: near Warrington (WA4)

Salary: up to £30,000 plus benefits

Our client, a boutique firm of Chartered Financial Planners based near Warrington, is seeking a Financial Planning Administrator to join their team, supporting one of the company Directors. This role is ideal for someone with a passion for financial services, who thrives in a collaborative and client-focused environment. There will be plenty of opportunities for development and progression within this company, who are still at an early stage of their growth, and those who are willing to work hard in this role and take the required qualifications, will be rewarded with opportunities to progress into Paraplanning (within a few years) and even eventually into a Financial Planner role.

About the Role

As a Financial Planning Administrator, you will play a vital role in supporting a Director (a Chartered Financial Planner) by providing a compliant, efficient, and professional service to their clients. You will be responsible for managing key client interactions, coordinating document preparation, and ensuring the smooth processing of new business. This role requires an individual with strong organizational skills who can manage various administrative tasks with a high degree of accuracy and confidentiality.

Key Responsibilities

• Obtain provider information and client-specific illustrations to support advisers in crafting their recommendations.
• Process new business submissions, ensuring all compliance documents are completed and accurate.
• Manage client portfolios, including updating plans, tracking progress, and providing regular client updates.
• Conduct research and prepare FE Analytics reports to assist with fund recommendations.
• Prepare performance documentation, valuation reports, and client review materials for adviser meetings.
• Handle client queries, complete withdrawal instructions, and maintain accurate client records.
• General office administration, including scanning, filing, and answering phone calls.

Key Skills and Competencies

• Service Delivery: Commitment to high-quality customer service.
• Communication: Excellent verbal and written skills to build strong client relationships.
• Teamwork: Ability to work collaboratively within a team setting.
• Organization: Strong planning and prioritization abilities to manage multiple tasks.
• Attention to Detail: High degree of accuracy in document preparation and data entry.
• Integrity: Professionalism and adherence to compliance standards.

Qualifications and Experience

• Previous experience in a similar financial services administration role, ideally within an IFA practice
• Knowledge of investment, pension, and protection business processes.
• Proficiency in using office software and analytics tools
• Transport: Due to the location of the offices, candidates must have the ability to commute without public transport.

On offer

• Salary: £20,000 - £30,000, based on experience.
• Benefits: Pension, death-in-service cover, cash plan, 25 days holiday (plus bank holidays)
• Full exam support (and study leave) towards the CII Diploma Financial Planning
• Culture: A supportive team environment with a focus on internal progression.

Why Join? This is an exciting opportunity to work with a team that values integrity, client focus, and professional growth. They offer competitive compensation, ongoing training, and a supportive work environment.