Financial Planning Administrator

Financial Planning Administrator - up to £30,000 plus Bonus and benefits

Sunderland - Hybrid Working

An excellent opportunity has arisen for a Financial Planning Administrator to join a well-established Wealth Management firm in Sunderland. This role is ideal for a proactive and detail-oriented professional looking to develop a career in financial services administration. The firm is known for delivering high-quality client service and tailored financial planning solutions.

The Role

As a Financial Planning Administrator, you will play a key role in supporting Advisers and Client Relationship Managers to ensure exceptional client service and smooth administrative processes. This is a varied role that involves handling client documentation, maintaining records, and being the first point of contact for client queries.

Key Responsibilities

• Prepare and process client documentation, including KYC and AML information

• Maintain accurate and compliant client records

• Handle client queries via phone, email, and in person, ensuring timely resolutions

• Schedule client meetings and manage adviser diaries

• Maintain CRM systems and track ongoing tasks, escalating urgent matters when necessary

• Support advisers in preparing client review packs and financial documents

• Assist with new business processing, policy amendments, and fund switches

• Liaise with product and platform providers to obtain policy information

• Provide general office support, including greeting clients, managing supplies, and coordinating internal meetings

What We’re Looking For

• Previous office experience preferred, ideally in financial services or administration

• Experience with data entry, CRM systems, and client interaction beneficial but not essential

• Strong attention to detail and ability to manage multiple tasks efficiently

• Excellent communication and organisational skills

• A positive attitude and willingness to learn within a supportive team environment

Package and Benefits

• Salary - £25,000 to £30,000

• Hybrid Working - Flexibility to work from home up to three days per week

• 25 days holiday + wellbeing day

• Company pension scheme

• Death in service cover

• Study support for further development

This is an excellent opportunity to join a progressive and supportive firm, offering career growth and professional development in a dynamic working environment.

Apply today to find out more.