Financial Planning Administrator – Wealth Management Hertford, circa £35,000 + Benefits

A well-established and highly regarded Independent Financial Adviser based in Hertford is seeking an experienced Senior Financial Planning Administrator to join their growing team.

This is an excellent opportunity for a career administrator looking to take the next step within a professional and supportive environment where client service is at the heart of everything they do.

The Opportunity

Working closely with Financial Advisers and Paraplanners, you will play a key role in ensuring the efficient delivery of advice and outstanding client service. You will be responsible for managing the administration process from initial application through to completion, while helping to maintain high standards across the business.

Key Responsibilities

• Processing new business across pensions, investments and protection


• Managing provider and platform correspondence


• Preparing client review documentation and meeting packs


• Maintaining accurate client records and updating the CRM system


• Monitoring and progressing cases through to completion


• Liaising with clients, providers and advisers to resolve queries


• Supporting ongoing client servicing and review processes


• Assisting with workflow management and process improvements


• Providing guidance and support to less experienced administrators where required

Candidate Requirements

The successful candidate will possess:

• Previous experience within an IFA, Wealth Management or Financial Planning environment


• Strong knowledge of pensions, investments and financial planning administration


• Excellent organisational skills and attention to detail


• Strong communication and client service skills


• The ability to manage multiple priorities and deadlines effectively


• A proactive and professional approach to work

Desirable

• Experience in a senior administrative capacity


• Knowledge of Intelligent Office, Xplan or similar back-office systems


• Progress towards industry qualifications would be advantageous

What's on Offer

• Salary circa £35,000


• Opportunity to join a respected independent advice firm


• Supportive and collaborative working environment


• Long-term career development opportunities


• Professional development and training support


• Pension and holiday benefits

This position would suit an experienced Financial Planning Administrator seeking greater responsibility within a stable and growing independent financial planning practice.

For a confidential discussion, please contact Sam at Financial Divisions.

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