At a Glance
- Tasks: Support Independent Financial Advisers with administrative tasks and client management.
- Company: Established national IFA firm with a focus on wealth planning.
- Benefits: Basic salary up to £30k plus generous bonus and hybrid working.
- Other info: Dynamic work environment with opportunities for professional growth.
- Why this job: Join a growing team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial planning administration and strong knowledge of pensions and investments.
The predicted salary is between 30000 - 30000 £ per year.
A well-established national IFA firm is seeking an experienced Financial Planning Administrator to join its growing Wealth Planning team based in Leamington Spa.
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 a Financial Planning Administrator within an IFA or wealth management environment
- Strong knowledge of pensions, investments and financial planning administration processes
- Experience using platforms
- Excellent organisational and communication skills
- The ability to manage multiple cases and deadlines effectively
Financial Planning Administrator - Leamington Spa (hybrid) - Basic to £30k + generous bonus employer: MI Search Ltd
Join a well-established national IFA firm in Leamington Spa, where you will be part of a dynamic Wealth Planning team that values collaboration and professional growth. With a competitive salary up to £30k plus a generous bonus, the company fosters a supportive work culture that prioritises employee development and offers hybrid working options for a balanced lifestyle. Experience the unique advantage of working in a thriving financial services environment that is committed to delivering exceptional client service while ensuring your career flourishes.
