Financial Planning Administrator

A highly respected and growing wealth management practice in Durham is seeking a detail-driven Financial Planning Administrator to join their professional support team. This is an excellent opportunity for someone who thrives in a structured, data-focused environment and enjoys working with investment and pension information.

You ll play a key role in supporting the Advice & Guidance process by gathering, analysing and accurately inputting scheme data from a range of third-party providers. If you re someone who loves accuracy, organisation and problem-solving, this role will suit you perfectly.

Whether you re currently in wealth management admin, pension administration, investment operations, or a similar environment, this could be a great next step. There are opportunities to progress and develop within the company long-term.

The Role
You will be responsible for ensuring the smooth transition of client cases by:

• Requesting detailed information from investment and pension providers
• Extracting and transposing key data using both manual and automated tools
• Inputting and validating scheme information within internal systems
• Producing comparison reports and suitability documentation for adviser review
• Monitoring data accuracy and providing feedback for system improvements
• Maintaining strong communication with providers and internal teams
• Ensuring all records remain compliant, accurate and up to date

About You
We re looking for someone who brings:

• Experience in financial services, pensions, investments, or a similar data-heavy admin role
• Strong analytical skills and the ability to interpret complex financial information
• Excellent attention to detail and accuracy in data handling
• Confident communication skills when liaising with providers and colleagues
• Strong organisational skills and the ability to manage competing deadlines
• Good working knowledge of Microsoft Office and confidence using multiple systems
• A proactive approach to learning, development and continuous improvement