Financial Planning Administrator

Experienced Financial Planning Administrator

Fellmont Wealth Ltd – Altrincham
Full Time \| Hybrid Working \| Flexible Hours \| 4\-Day Week Considered
£33,000 \+ Discretionary Bonus

Fellmont Wealth is a modern, directly FCA\-authorised independent financial advice firm based in Altrincham. We combine personal financial planning with technology\-driven systems and a strong focus on client experience. We have an established client bank that you will interact with to maintain our long term relationships and help onboard new clients that fit into our ethos.

We are looking for an experienced Financial Planning Administrator to become one of the first key hires within the business and work directly alongside the founder as the firm continues to grow.

This role offers far more than a standard administration position. You’ll have genuine involvement in shaping processes, improving systems and helping build a modern financial planning business from the ground up.

Key Responsibilities

• Managing client administration and provider interactions


• Supporting the end\-to\-end advice process


• Preparing client documentation and review packs


• Onboarding new clients into our CRM and providing them with paperwork.


• Submitting and tracking new business


• Maintaining CRM workflows and records


• Ensuring information on the client portal/app is up to date.


• Helping improve operational systems and processes


• Delivering a professional and efficient client experience

• Experience within financial planning/IFA administration


• Understanding of adviser platforms and provider systems


• Organised and detail\-focused approach


• Strong communication and client service skills


• Comfortable using technology and modern systems


• Self\-motivated with a proactive mindset

What We Offer

• £33,000 salary


• Discretionary bonus


• Enhanced pension contributions


• Hybrid and flexible working


• 4\-day week considered


• Full training and study support


• 22 days holiday \+ bank holidays


• Additional Christmas office closure


• Genuine progression opportunities


• Supportive and collaborative working environment

This is an exciting opportunity to join a growing independent firm with an established client base and strong long\-term plans.

Pay: £30,000\.00\-£35,000\.00 per year

Benefits:

• Company pension


• Financial planning services


• Free parking


• On\-site parking

Work authorisation:

• United Kingdom (required)

Work Location: Hybrid remote in Altrincham WA14 1EP

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