Remote Financial Planning Administrator

Financial Planning Administrator (Remote)
Location: Remote - The role is ideal for candidates based in Nottinghamshire, Derbyshire or Leicestershire
Salary: £30,000 - £35,000
Industry: Wealth Management/Financial Planning

Are you an experienced Financial Planning Administrator with a background in wealth management?

Eaton Syalon are partnering exclusively with a highly reputable wealth management firm that prides itself on delivering a truly personal and tailored financial planning service. Due to continued growth, they are now seeking a proactive and detail driven Financial Planning Administrator to join their team.

Previous experience within a wealth management or IFA environment is essential to be considered for this role.

What you’ll be doing:

• Supporting Financial Planners with client administration

• Preparing and processing new business applications

• Maintaining up-to-date client records and back-office systems

• Producing client reports, valuations, and documentation

• Liaising with providers and clients to ensure smooth workflow

• Ensuring compliance and documentation meet FCA requirements

• Accurately record and maintain all written and electronic client communications in line with FCA and GDPR requirements, using a financial planning system.

• Collect, collate and record client policy information and critical data in accordance with Know Your Customer and Anti-Money Laundering principles.

• Manage and update client records, portfolios and transactional data, ensuring secure storage and confidentiality.

• Support the implementation of ongoing suitability and service processes following client reviews.

• Adhere to internal and FCA compliance procedures, including reporting breaches or complaints to the Compliance Manager.

• Process and submit new business applications, ensuring all documentation is complete and compliant and follow up with providers to completion.

What we’re looking for:

• Previous experience within a wealth management or IFA environment is essential

• Strong understanding of financial planning processes and products

• Excellent organisational skills and attention to detail

• Ability to manage workloads independently in a remote setting

• Confident communication skills (Both written and verbal)

• Familiarity with financial software and CRM systems

Why apply?

• Fully remote position with occasional team meet-ups

• Supportive, experienced team and collaborative culture

• Opportunity to work with a business that truly values its clients and employees

Salary: £30,000 - £35,000
Working Hours: Monday - Friday 9.00 AM - 5.00 PM
Fully Remote Working

If you think you have the relevant experience for the role, please apply now to take the next step in your financial planning career.