Financial Planning Administrator

Key responsibilities

• Client Service
• Act as a key point of contact for clients, managing queries efficiently, providing updates where required and building strong, professional relationships that support an excellent client experience.
• Prepare for client meetings by coordinating documentation, gathering relevant information and ensuring all materials are completed accurately and on time.
• Client Administration & Documentation
• Prepare, review and maintain client documentation, ensuring records are accurate, up to date and compliant with regulatory and internal requirements.
• Maintain client information across all relevant systems and CRM platforms, ensuring data integrity and consistency at all times.
• Client Account Management
• Manage post-meeting actions and follow-up activities, ensuring client requests are completed accurately and within agreed service standards.
• Take ownership of tasks from initiation through to completion, providing updates to clients and colleagues as appropriate.
• Transactions & Technical Processing
• Process a range of financial transactions, including contributions, withdrawals and fund switches, ensuring all activity is completed accurately and within required timescales.
• Liaise with providers on transactions, submissions and technical queries, escalating more complex matters where appropriate.
• Systems & Process Management
• Manage workflows and prioritise tasks effectively to meet service levels, KPIs and client expectations.
• Maintain accurate client data across systems and platforms while supporting continuous improvement initiatives, best practice adoption and process efficiencies.
• What Success Looks Like
• Consistently delivers an excellent experience for clients and colleagues.
• Meets agreed KPIs, SLAs and quality standards.
• Maintains accurate and compliant client records.
• Builds effective relationships with Financial Planners, Paraplanners and colleagues.
• Demonstrates strong technical knowledge and commitment to continuous learning.
• Contributes positively to team objectives and supports colleagues when required.
• Skills, Experience & Knowledge
• Essential
• Strong administration and organisational skills.
• Experience using provider platforms and CRM systems.
• Proficient in Microsoft Office applications.
• Strong attention to detail and ability to manage multiple priorities.
• Excellent communication and relationship-building skills.
• Development Opportunities
• Further develop your knowledge of financial services, wealth management and FCA principles.
• Gain exposure to a broad range of client servicing and operational activities.
• Support the development of new team members as a training buddy.
• Receive ongoing coaching, training and professional development.