Full job description

Job: Financial Planning Administrator

Location: Stockbridge, Winchester

Salary: Negotiable

Role Description

A modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their expanding team. This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers.

The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders.

Responsibilities

Processing new business applications
Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs
Arranging client meetings and managing Advisers’ diaries
Completing portfolio illustration requests
Providing comprehensive back-office support
Ensuring all financial planning administration is completed in line with company procedures
Corresponding with clients in both written and verbal formats
Maintaining accurate, compliant, and well-presented client records on company systems

Key Requirements

Previous experience working within a Financial Planning firm (essential)
CII Level 3 qualification in Financial Administration preferred (training support available)
Working knowledge of Intelligent Office (IO) and platform experience would be advantageous
Strong ability to manage and prioritise workloads effectively
Excellent communication, planning, and organisational skills
Strong analytical and problem-solving abilities

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Responsibilities