Some advisers need an administrator. Others need someone who really knows how to keep everything moving. This is the second one.
The role
You’ll work predominantly on a 1:1 basis with a Financial Planner, taking ownership of the administration around their clients, cases, reviews and applications.
So this isn’t a role where you’ll sit in a large support team picking jobs from a queue. You’ll know your adviser, know their clients and know exactly where everything is up to.
The business itself has grown significantly following an acquisition last year, bringing across a substantial number of new clients and advisers. They now need an experienced administrator who can bring organisation, structure and consistency to one of those adviser relationships.
You’ll be arranging client reviews, preparing valuations and review packs, obtaining illustrations, submitting applications, chasing providers, updating the back‑office system and generally making sure nothing gets forgotten or delayed.
You’ll also have plenty of direct contact with clients and providers, so you’ll need to be confident, organised and comfortable taking responsibility rather than waiting to be told what to do next.
The package
Salary is up to £40,000 depending on experience.
The role is ideally office-based because of the close working relationship with the adviser, although they will consider some hybrid working for the right person.
You’ll be joining a growing financial planning business where experienced support staff are genuinely valued and where you’ll have real ownership of the adviser relationship rather than being one small cog in a huge support function.
Here’s what you’ll need
You’ll need at least two years’ experience in an IFA or financial planning business, with a good understanding of pensions, investments and protection.
Just as importantly you’ll be organised, confident dealing with clients and providers, and comfortable taking ownership of your workload.
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Financial Planning Administrator in Radlett employer: Exchange Street Financial Services Ltd
Our client offers a dynamic and supportive work environment in Glasgow, where employees are encouraged to thrive through continuous professional development and a strong emphasis on teamwork. With a focus on outstanding customer service and building meaningful relationships, this role provides an excellent opportunity for those looking to make a real impact in the insurance industry while enjoying the benefits of hybrid working. The company values its employees, fostering a culture of collaboration and innovation that makes it an attractive place for career growth.
Contact Details:
Exchange Street Financial Services Ltd Recruitment Team
