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- Tasks: Support financial planning by gathering and analysing investment and pension data.
- Company: Respected wealth management practice in Durham with a focus on growth.
- Benefits: Opportunities for career progression and professional development.
- Other info: Structured environment perfect for detail-oriented problem solvers.
- Why this job: Join a dynamic team and make a real impact in financial services.
- Qualifications: Experience in financial services or data-heavy admin roles required.
The predicted salary is between 30000 - 40000 £ per year.
A highly respected and growing wealth management practice in Durham is seeking a detail-driven Financial Planning Administrator to join their professional support team. This is an excellent opportunity for someone who thrives in a structured, data-focused environment and enjoys working with investment and pension information. You’ll play a key role in supporting the Advice & Guidance process by gathering, analysing and accurately inputting scheme data from a range of third-party providers. If you’re someone who loves accuracy, organisation and problem-solving, this role will suit you perfectly. Whether you’re currently in wealth management admin, pension administration, investment operations, or a similar environment, this could be a great next step. There are opportunities to progress and develop within the company long-term.
The Role
- Requesting detailed information from investment and pension providers
- Extracting and transposing key data using both manual and automated tools
- Inputting and validating scheme information within internal systems
- Producing comparison reports and suitability documentation for adviser review
- Monitoring data accuracy and providing feedback for system improvements
- Maintaining strong communication with providers and internal teams
- Ensuring all records remain compliant, accurate and up to date
About You
- Experience in financial services, pensions, investments, or a similar data-heavy admin role
- Strong analytical skills and the ability to interpret complex financial information
- Excellent attention to detail and accuracy in data handling
- Confident communication skills when liaising with providers and colleagues
- Strong organisational skills and the ability to manage competing deadlines
- Good working knowledge of Microsoft Office and confidence using multiple systems
- A proactive approach to learning, development and continuous improvement
Financial Planning Administrator employer: BMC Appointments Ltd
Contact Detail:
BMC Appointments Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those in wealth management. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of investment and pension information. We recommend practising common interview questions related to data handling and accuracy, so you can showcase your skills confidently.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that Financial Planning Administrator role. We’re always on the lookout for detail-driven individuals like you, and applying directly can give you an edge!
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Administrator role. Highlight your experience in financial services, pensions, or investments, and showcase your analytical skills and attention to detail. We want to see how your background aligns with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your skills can contribute to our team. Don’t forget to mention your proactive approach to learning and development – we love that!
Showcase Your Data Skills: Since this role is all about data, make sure to highlight any experience you have with data handling, analysis, and reporting. Mention specific tools or systems you’ve used, as well as your ability to maintain accuracy and compliance in your work.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team. We can’t wait to hear from you!
How to prepare for a job interview at BMC Appointments Ltd
✨Know Your Numbers
Brush up on your financial knowledge, especially around pensions and investments. Be prepared to discuss specific data points or trends in the industry, as this will show your analytical skills and understanding of the role.
✨Showcase Your Attention to Detail
Bring examples of how you've maintained accuracy in previous roles. Whether it’s through data entry or report generation, be ready to explain your process for ensuring everything is correct and compliant.
✨Communicate Clearly
Practice articulating complex financial information in a straightforward manner. Since the role involves liaising with providers and internal teams, demonstrating your confident communication skills will be key.
✨Demonstrate Your Organisational Skills
Prepare to discuss how you manage competing deadlines and prioritise tasks. Share specific strategies or tools you use to stay organised, as this will highlight your ability to thrive in a structured environment.