Financial Planning Administrator

Job Title: Financial Planning Administrator
Location: Wakefield, West Yorkshire (Hybrid Working Available)
Sector: Financial Services / Wealth Management
Employment Type: Full-Time, Permanent

Overview:

We are working in partnership with a well-established and forward-thinking financial services firm based in West Yorkshire. This firm is known for its client-centric approach and commitment to delivering high-quality financial planning and wealth management services. They are currently seeking a detail-oriented and proactive Financial Planning Administrator to join their collaborative team at their Wakefield office.

This is a key support role within the business, ensuring the smooth delivery of financial advice and ongoing client servicing through efficient administrative processes and excellent client care.

Client Onboarding & Administration:

• Prepare comprehensive welcome packs for new clients, ensuring all documentation is accurate and compliant.
• Manage the processing of authority forms to enable adviser-client third-party communication.
• Support the collection and collation of client data for use in financial planning.
• Maintain and update client records across internal systems with a high degree of accuracy.
• Conduct product and provider research to support advisers in developing tailored financial plans.
• Submit applications and documentation to relevant providers and follow up as required.
• Assist with pre-approval processes for financial products and services.

Ongoing Client Servicing:

• Support the preparation of annual review documentation and reports.
• Generate various client reports including investment summaries, fund switches, and new business activity.
• Respond to client and adviser queries, providing timely and professional administrative support.

Client Interaction:

• Act as a first point of contact for clients, delivering a warm and professional front-of-house experience.
• Handle incoming calls and direct enquiries appropriately within the team.

Personal Attributes:

• Self-motivated with a proactive and positive approach to work.
• Highly organised with the ability to manage multiple priorities.
• Strong team player who thrives in a collaborative environment.
• Eager to learn and grow within the financial planning profession.

Skills & Experience:

• Previous experience in a financial planning or financial services administration role is essential
• Good understanding of financial products, services, and industry regulations.
• Excellent communication skills, both written and verbal.
• High attention to detail, particularly in data entry and document preparation.
• Strong time management skills and the ability to meet deadlines.
• Client-focused mindset with a commitment to delivering outstanding service.

Technical Proficiency:

• Confident using Microsoft Office (Word, Excel, PowerPoint).
• Experience with financial planning software and CRM systems is desirable.

• Competitive salary package
• Company pension scheme
• Life assurance
• 25 days annual leave plus your birthday off
• Flexible benefits and the option to purchase additional holidays
• Enhanced family-friendly policies
• Cycle to work scheme