Financial Planning Administrator

Job: Financial Planning Administrator Location: Grimsby Salary: Negotiable Role Description Due to continued growth, a reputable financial planning firm is seeking an experienced Wealth management Administrator to join its team. This role will appeal to a proactive individual who enjoys managing client queries relating to pensions, investments, and protection, as well as working closely with product providers. The successful candidate will play a key role in delivering a consistently high standard of service to both clients and internal teams. 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 Benefits • Professional industry exams and study supported • 25 days’ holiday and ability to purchase more holiday (excluding bank holidays) • Annual salary reviews • Life assurance and pension