Financial Planning Admnistrator

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 Benefits • Professional industry exams and study supported • 25 days’ holiday and ability to purchase more holiday • Annual salary reviews • Life assurance and pension