Financial Planning Administrator

Financial Planning Administrator | Bolton | Hybrid Working | Flexible Hours | Starting Salary £32,000

An established financial advice firm is seeking a Financial Planning Administrator to work closely with IFAs and with Technical Support, you’ll ensure clients receive the best possible advice and service.


Responsibilities include:

• Client Onboarding & Maintenance: Setting up new client records, updating personal details, and managing client files.
• Meeting Preparation: Collating data, preparing portfolio valuations, and creating reports for client review meetings.
• Provider Liaison: Contacting providers for information, handling Letters of Authority, and managing policy transfers.
• New Business Processing: Submitting applications, processing transactions (contributions/withdrawals), and monitoring progress to completion.
• Client Support: Acting as a point of contact for non-advice queries via phone or email.

Scope

• Exposure: To more technical tasks even as an administrator, without level 4 being a barrier to entry
• Progression: Become a Technical Assistant (Paraplanner). This one is longer term. 

The person:

• Experience supporting financial advisers is essential and the business will develop research, analytical and report writing skills.
• Strong attention to detail, confident communication, and the ability to manage workloads independently are essential.
• Good IT knowledge (Word, Excel, CRM systems) required, with a proactive, solutions-focused attitude

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