Doncaster, United Kingdom | Posted on 29/10/2026
Our client is a very well established and respected firm of IndependentFinancial Planners based in Doncaster, they are currently recruiting a FinancialPlanning Administrator to join their team.
Key responsibilities
Client servicing and communication
- Answer calls and emails, deal with clientqueries, and record all client communications on IO in line with firm policy.
- Prepare meeting packs ahead of clientappointments, book review meetings, and proactively chase clients foroutstanding information.
- Issue policy documents and correspondence toclients.
New and existing business processing
- Submit new business applications online and onpaper in line with firm procedures, and process transfers and fund switches.
- Liaise with product providers and other thirdparties and track cases through to completion.
Documentation gathering
- Process letters of authority and obtain plan andfund values, illustrations, KFDs/KIIDs, ceding-scheme information and productdetails for analysis.
- Produce illustrations and comparison quotationsto defined inputs.
Records and compliance
- Maintain accurate client records anddocumentation on Intelliflo and file in chronological order.
- Ensure all files worked on are compliant withthe firm's procedures and with FCA and Consumer Duty expectations, and reportany breach or complaint promptly.
Ongoing servicing
- Update portfolios and valuations for annualreviews, prepare review packs, and maintain the servicing diary and next-reviewdates.
Qualifications and background
- Essential: proven administrativeexperience within a financial planning or IFA firm, and a working understandingof the advice process and adviser workflow.
- Desirable and typical: CII Level 3 Awardin Financial Administration (FA1 Life office administration, FA2 Pensionsadministration) or the Certificate in Financial Services. There is no mandatoryqualification for the role, but study support toward CII or CISI exams isnormal and progression is encouraged.
- Knowledge: Treating Customers Fairly andConsumer Duty in day-to-day work, KYC and AML basics, and the firm's complianceprocedures.
Skills and attributes
- Accuracy and strong attention to detail.
- Organisation: able to prioritise and plan ownworkload and meet service levels.
- Able to work within defined business processesand achieve agreed outcomes without close supervision.
- Clear written and verbal communication, andconfidence dealing with clients by phone, email and portal.
- Team working and a professional, client-firstmanner.
Systems
Intelliflo (iO) back office; Microsoft Word, Excel and Outlook; provider portals and e-signature tools. Exposure to illustration andcomparison tools.
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Financial Planning Administrator in Doncaster employer: Bond Recruitment
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