Financial Planning Administrator

We are seeking a professional and detail-oriented Financial Planning Administrator to join one of our excellent clients based in Wokingham. This is a permanent opportunity working with a small experienced team delivering administrative support in a fast paced environment.

The successful candidate will play a key role in supporting Financial Advisers and Paraplanners in delivering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, and a sound understanding of financial products and compliance processes.

Key Responsibilities

• Provide comprehensive administrative support to Financial Advisers and Paraplanners.
• Process new business applications for pensions, investments, protection, and other financial products.
• Prepare client valuations, review packs, and reports ahead of client meetings.
• Liaise with product providers, clients, and third parties to obtain policy information and track progress of applications.
• Maintain and update client records on the CRM system.
• Ensure all work complies with FCA regulations and company procedures.
• Support the preparation and submission of compliance documentation.
• Assist with the onboarding of new clients, including fact-finds and risk assessments.
• Handle client queries promptly and professionally, maintaining a high level of service at all times.
• Support general office administration as required (filing, scanning, post, etc.).

Skills & Experience Required

• Previous experience working within an IFA, wealth management, or financial planning environment.
• Strong understanding of pensions, investments, and protection products.
• Excellent communication skills both written and verbal.
• High attention to detail and accuracy in all work.
• Ability to prioritise workloads and meet deadlines under pressure.
• Proficient in Microsoft Office (Word, Excel, Outlook) and CRM systems.
• Good knowledge of FCA regulations and compliance requirements.
• A team player with a proactive and positive attitude.

Please get in touch with a member of the team today if you are looking for your next role!