At a Glance
- Tasks: Support financial advisers with admin tasks and ensure smooth client service delivery.
- Company: Established national IFA firm with a growing Wealth Planning team.
- Benefits: Competitive salary up to £30k, generous bonus, and hybrid working.
- Other info: Great opportunity for career growth in a supportive environment.
- Why this job: Join a dynamic 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 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 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 - Wilmslow (hybrid) - Basic to £30k + generous bonus employer: MI Search Ltd
Join a well-established national IFA firm in Wilmslow, where you will be part of a dynamic Wealth Planning team that values collaboration and professional growth. With a hybrid working model, generous bonuses, and a supportive work culture, this role offers you the chance to thrive in a rewarding environment while developing your skills in financial planning administration. Experience a workplace that prioritises employee development and fosters a sense of community among its staff.
