Hybrid Working Available
A well-established and highly respected Wealth Management and Financial Planning firm is seeking a Financial Planning Administrator to join its growing team in Berkhamsted.
This is an excellent opportunity for an individual currently working within a Financial Planning Administration role, or someone with previous experience in financial services administration, who is looking to join a professional, supportive, and forward-thinking organisation offering genuine career development opportunities.
Working closely with Financial Planners and a team of experienced colleagues, you will play a key role in delivering high-quality administrative support and ensuring an excellent client experience throughout the advice process.
Key Responsibilities Processing Letters of Authority
End-to-end new business administration
Preparing application forms and implementing new business on platforms
Processing fund switches and related transactions
Obtaining information from product providers
Managing and chasing business pipelines
Maintaining accurate client records using CRM systems (Intelliflo experience beneficial)
Communicating with clients, providers, and third parties via telephone and email
Supporting Financial Planners with day-to-day administrative requirements
About You Previous experience within a Financial Planning Administrator, IFA Administrator, Wealth Management Administrator or similar role
Good understanding of financial planning and investment administration processes
Strong organisational and communication skills
High levels of accuracy and attention to detail
Experience using Intelliflo would be advantageous but is not essential
A positive attitude and desire to develop a long-term career within financial services
£25,000 - £32,000 basic salary depending on experience (potentially higher for exceptional candidates)
Performance-related bonus scheme
25 days annual leave plus bank holidays
Option to purchase additional annual leave following probation
Contributory pension scheme
Life cover
Hybrid working available after probation (3 days office / 2 days home)
Supportive team environment and long-term career progression opportunities
If you are looking to join a reputable wealth management business where your contribution will be valued and your career can continue to develop, we'd be delighted to hear from you.
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