Financial Planning Administrator

Berkhamsted, Hertfordshire

£25,000 - £32,000 + Bonus + Excellent Benefits

Hybrid Working Available

A well-established and highly respected Wealth Management and Financial Planning firm is seeking a Financial Planning Administrator to join its growing team in Berkhamsted.

This is an excellent opportunity for an individual currently working within a Financial Planning Administration role, or someone with previous experience in financial services administration, who is looking to join a professional, supportive, and forward-thinking organisation offering genuine career development opportunities.

Working closely with Financial Planners and a team of experienced colleagues, you will play a key role in delivering high-quality administrative support and ensuring an excellent client experience throughout the advice process.

Key Responsibilities • Processing Letters of Authority

• End-to-end new business administration


• Preparing application forms and implementing new business on platforms


• Processing fund switches and related transactions


• Obtaining information from product providers


• Managing and chasing business pipelines


• Maintaining accurate client records using CRM systems (Intelliflo experience beneficial)


• Communicating with clients, providers, and third parties via telephone and email


• Supporting Financial Planners with day-to-day administrative requirements

About You • Previous experience within a Financial Planning Administrator, IFA Administrator, Wealth Management Administrator or similar role

• Good understanding of financial planning and investment administration processes


• Strong organisational and communication skills


• High levels of accuracy and attention to detail


• Experience using Intelliflo would be advantageous but is not essential


• A positive attitude and desire to develop a long-term career within financial services

Package & Benefits • £25,000 - £32,000 basic salary depending on experience (potentially higher for exceptional candidates)

• Performance-related bonus scheme


• 25 days annual leave plus bank holidays


• Option to purchase additional annual leave following probation


• Contributory pension scheme


• Life cover


• Hybrid working available after probation (3 days office / 2 days home)


• Supportive team environment and long-term career progression opportunities

If you are looking to join a reputable wealth management business where your contribution will be valued and your career can continue to develop, we'd be delighted to hear from you.

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