Financial Planning Administrator

Financial Planning Administrator
Location: Hybrid (office-based in Loughborough, with flexible working arrangements)
Salary: Up to £30,000 per annum (dependent on experience)
Hours: Flexible working with core hours from 10am-2pm, Monday to Friday
Contract: Full-time, Permanent

I am partnering with a well-regarded financial planning firm to recruit a Financial Planning Administrator. This is a fantastic opportunity for a detail-oriented and proactive individual to join a client-focused, professional team and play an integral role in delivering high-quality financial planning services.

As Financial Planning Administrator, you will provide comprehensive administrative support to a team of Financial Planners and Paraplanners, ensuring all tasks are handled efficiently, accurately, and in compliance with FCA guidelines.

• Processing new business applications across pensions, investments, and protection

• Submitting and tracking Letters of Authority (LOAs)

• Obtaining and analysing client policy information from providers

• Updating internal systems to reflect the progress of client cases and business pipelines

• Liaising with product providers to ensure timely processing of applications and requests

• Communicating with clients to gather outstanding information or provide progress updates

• Responding to client and provider queries via phone, email, and post

• Managing daily administrative duties such as scanning, filing, and handling correspondence

• Ensuring all work complies with Treating Customers Fairly (TCF) and Consumer Duty principles

• Previous experience in a similar IFA or wealth management administrative role

• Knowledge of financial products such as pensions, investments, and life assurance

• Strong organisational skills and excellent attention to detail

• Effective communication skills and a customer-first mindset

• Ability to prioritise and manage workload independently

• Competitive salary - up to £30,000 depending on experience

• Flexible working hours to support work-life balance

• Hybrid working - with a preference for office presence to support team operations

• Annual salary review and discretionary performance-related bonus

• 3x death in service cover

• Supportive and collaborative working environment

• Opportunities for career progression within a growing business