Financial Planning Administrator

Financial Planning Administrator
Location: Worcester (Office-based, Monday to Friday)
Salary: Up to £31,000 per annum + full company benefits

An established and respected wealth management firm is looking to recruit a professional and detail-oriented Financial Planning Administrator to join their team in Worcester. This is a permanent, full-time, office-based role offering a clear opportunity to grow within a reputable and supportive environment.

As a Financial Planning Administrator, you will play a key role in supporting Wealth Planners in delivering an exceptional client experience. You’ll manage a wide range of administrative tasks including preparing client documentation, liaising with providers, maintaining client records, and supporting the end-to-end wealth planning process.

Key responsibilities include:

• Providing administrative support to Wealth Planners

• Attending client meetings and completing follow-up tasks

• Preparing documentation, application forms, and service agreements

• Managing client communications and correspondence

• Coordinating meeting packs, valuations, and diary management

• Ensuring all data is accurately recorded in internal systems (e.g. XPlan)

• Assisting with onboarding processes including CDD and AML checks

This role would suit someone with prior experience in financial services or wealth management administration. You’ll be client-focused, organised, and capable of working accurately within compliance and regulatory frameworks.

Essential skills and experience:

• Strong understanding of financial planning products and processes

• Excellent communication and interpersonal skills

• High level of accuracy and attention to detail

• Confident using Microsoft Office (especially Word and Excel)

• Experience using platforms such as XPlan or Voyant is desirable

• Familiarity with FCA conduct rules and compliance requirements

This role offers a comprehensive benefits package, including:

• Private Medical Insurance (including family cover)

• Medical Cash Plan (Simply Health)

• Pension scheme with up to 7.5% employer matching

• Life Assurance (4x salary) and Income Protection

• 25 days holiday, increasing with length of service

• Share Incentive Plan and Electric Car Scheme

• Season Ticket Loan, Cycle to Work Scheme

• Enhanced maternity/paternity pay

• Flexible dress code and additional wellbeing support

This is an office-based position (5 days per week) in Worcester.