Financial Planning Administrator

Financial Planning Administrator Location: Chippenham Salary: £ Negotiable The Opportunity An established and forward-thinking independent financial planning firm is seeking an organised and proactive IFA Administrator to join its growing Chippenham-based team. This role offers an excellent opportunity to build a long-term career in financial services within a supportive, professional environment. Role Overview The successful candidate will provide essential administrative support to the firms financial planners across a range of case types, ensuring the smooth running of client services and back-office operations. This role is ideal for someone with strong attention to detail, excellent organisational skills, and previous experience within a financial planning firm. Key Responsibilities • Client onboarding and processing new business applications • Servicing existing clients by helping with enquiries and questions • Liaising with providers to obtain policy information and updates. • Preparing documentation for client meetings, including valuations and reports. • Income processing such as reconciling fee statements and invoicing clients. • Supporting the team with compliance and regulatory requirements. Candidate Skills Essential: • Previous experience in a similar IFA, wealth management or financial services administration role. • Strong organisational and communication skills. • High level of accuracy and attention to detail. • Proficient in Microsoft Office and CRM systems. Desirable: • Progress towards some financial services qualifications (e.g., R01, CF1, FA1 or equivalent). • Experience with Intelliflo would be advantageous • A proactive attitude and willingness to learn and grow within the role. Some of the Benefits on offer include: • Strong holiday allowance • Private Medical Insurance • Life Assurance • Pension Scheme • CII Exams & Membership funding