Financial Planning Administrator
Salary: £26,000 – £30,000 per annum + benefits
Location: Wolverhampton
Job Type: Full-time, permanent
Working Hours: Monday to Friday, 9:00am–5:00pm (early finish on Fridays)
Work Pattern: Office-based
A well-established and highly regarded financial services firm in Wolverhampton is recruiting a Financial Planning Administrator to support Financial Advisers and Paraplanners within a busy, professional office environment.
This is an excellent opportunity for an experienced administrator or financial services professional looking to develop their career in financial planning and wealth management.
Key Responsibilities
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Managing client appointments, confirmations and pre-meeting documentation
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Handling inbound client calls and accurately logging activity on CRM systems
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Preparing client meeting packs, reports and valuation documents
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Maintaining accurate client records in line with FCA and GDPR requirements
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Producing client correspondence including post-review letters
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Liaising with external providers to obtain and chase information
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Processing post-meeting actions such as fund switches, rebalances and withdrawals
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Supporting advisers and paraplanners to ensure meetings are fully prepared
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Managing inboxes efficiently and professionally
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Welcoming clients for on-site meetings
Skills & Experience Required
Essential:
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Previous administrative experience (financial services preferred)
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Excellent communication skills, both written and verbal
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Strong attention to detail and accuracy
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Ability to manage workloads and meet deadlines
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Confident using Microsoft Office and CRM systems
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Professional, client-focused approach
Desirable:
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Experience in financial planning, wealth management or IFA environment
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Knowledge of pensions, investments and protection products
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Understanding of FCA regulations
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Salesforce experience
Benefits
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£26,000 – £30,000 salary (depending on experience)
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Pension scheme
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Private healthcare and medical cash plan (after probation)
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25 days’ annual leave plus bank holidays
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Early finish on Fridays
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Friendly and supportive team environment
Location: Wolverhampton – this role is fully office-based and not suitable for hybrid or remote working.
Sector:
- Financial Services
- Financial Planning
