Job Description
Financial Planning Administrator – Wilmslow (Hybrid)
A well-established national IFA firm is seeking Financial Planning Administrator to join its growing Wealth Planning team based in Wilmslow.
The Role
You will provide comprehensive administrative support to a team of Independent Financial Advisers, helping to ensure the smooth and efficient delivery of financial planning services to clients.
Key responsibilities include:
- Processing and managing Letters of Authority
- Preparing client valuations and quotations
- Processing and tracking new business applications
- Chasing providers and following up on outstanding cases
- Producing client review packs and supporting annual reviews
- Liaising with clients, advisers and product providers
- Maintaining accurate client records and ensuring regulatory compliance
Requirements
To be considered for this position, you should have:
- Previous experience as an Administrator
- Excellent organisational and communication skills
- The ability to manage multiple tasks and deadlines effectively
Package
- Basic salary up to £30,000
- Generous discretionary bonus scheme
- Flexible benefits allowance
- Pension scheme
- Hybrid working arrangement
- Opportunity to join a respected and expanding national financial planning business
This is an excellent opportunity for an experienced administrator looking to further their career within a professional and supportive wealth management environment.
Locations
Financial Planning Administrator - Wilmslow (hybrid) employer: MI Search Ltd
As a Lead Financial Planner in Kingston, you will join a dynamic and supportive work culture that prioritises employee development and growth. With a competitive salary, generous bonus scheme, and comprehensive benefits, our company fosters an environment where ambitious professionals can thrive while making a meaningful impact on clients' financial futures. The opportunity to lead a successful office and mentor fellow advisers ensures that your career will flourish in this vibrant location.
