Financial Planning Administrator

Job Title: Financial Planning Administrator
Location: Wakefield, West Yorkshire (Hybrid Working Available)
Sector: Financial Services / Wealth Management
Employment Type: Full-Time, Permanent

Overview:

We are working in partnership with a well-established and forward-thinking financial services firm based in West Yorkshire. This firm is known for its client-centric approach and commitment to delivering high-quality financial planning and wealth management services. They are currently seeking a detail-oriented and proactive Financial Planning Administrator to join their collaborative team at their Wakefield office.

This is a key support role within the business, ensuring the smooth delivery of financial advice and ongoing client servicing through efficient administrative processes and excellent client care.

Key Responsibilities:

Client Onboarding & Administration:

Prepare comprehensive welcome packs for new clients, ensuring all documentation is accurate and compliant.
Manage the processing of authority forms to enable adviser-client third-party communication.
Support the collection and collation of client data for use in financial planning.
Maintain and update client records across internal systems with a high degree of accuracy.
Conduct product and provider research to support advisers in developing tailored financial plans.
Submit applications and documentation to relevant providers and follow up as required.
Assist with pre-approval processes for financial products and services.

Ongoing Client Servicing:

Support the preparation of annual review documentation and reports.
Generate various client reports including investment summaries, fund switches, and new business activity.
Respond to client and adviser queries, providing timely and professional administrative support.

Client Interaction:

Act as a first point of contact for clients, delivering a warm and professional front-of-house experience.
Handle incoming calls and direct enquiries appropriately within the team.
Ideal Candidate Profile:

Personal Attributes:

Self-motivated with a proactive and positive approach to work.
Highly organised with the ability to manage multiple priorities.
Strong team player who thrives in a collaborative environment.
Eager to learn and grow within the financial planning profession.

Skills & Experience:

Previous experience in a financial planning or financial services administration role is essential
Good understanding of financial products, services, and industry regulations.
Excellent communication skills, both written and verbal.
High attention to detail, particularly in data entry and document preparation.
Strong time management skills and the ability to meet deadlines.
Client-focused mindset with a commitment to delivering outstanding service.

Technical Proficiency:

Confident using Microsoft Office (Word, Excel, PowerPoint).
Experience with financial planning software and CRM systems is desirable.
Benefits:
Competitive salary package
Company pension scheme
Life assurance
25 days annual leave plus your birthday off
Flexible benefits and the option to purchase additional holidays
Enhanced family-friendly policies
Cycle to work scheme