Financial Planning Administrator - Independent Financial Advisers

About the Company:

Our client is a well-established and highly regarded firm of Independent Financial Advisers based in Sutton Coldfield. They provide bespoke financial planning and wealth management services to a loyal and growing client base. Due to continued success, they are looking to recruit an experienced Financial Planning Administrator to join their friendly and professional team.

The Role:

As a Financial Planning Administrator, you will play a key role in supporting advisers and paraplanners to deliver a first-class service to clients. You'll be responsible for the smooth administration of the financial planning process and ensuring that all client records and documentation are accurate and compliant.

Key Responsibilities:

• Provide administrative support to advisers and paraplanners across all aspects of financial planning
• Prepare and maintain client files, ensuring compliance with FCA regulations
• Liaise with product providers and clients to obtain policy information and valuations
• Process new business applications and track progress through to completion
• Maintain and update client information using back-office systems
• Assist with preparing review packs and client meeting documentation
• Handle general client correspondence and respond to queries promptly and professionally

About You:

• Previous experience in an IFA or wealth management environment is essential
• Strong understanding of financial products (pensions, investments, protection, etc.)
• Excellent communication and organisational skills
• High attention to detail and ability to work accurately under pressure
• Confident IT user with experience of financial planning software

What's on Offer:

• Competitive salary depending on experience
• Support for professional development and industry qualifications
• Friendly, team-oriented working environment
• Modern offices with free parking (or hybrid working if applicable)