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Financial Planning Administrator

  • Staffordshire, Stafford
  • Permanent
  • up to £30,000 plus company benefits and bonus

Job details.

Financial Planning Administrator

Stone, Staffordshire

Salary up to £30,000 plus company benefits

Our client is a leading firm of Independent Financial Advisors specialising in investments. We are currently representing them in their search for a motivated and detail-oriented Financial Planning Administrator to provide essential administrative support to their Investment Consultants.

Key Responsibilities:

  • Administration Support:
  • Assist in the application process, ensuring efficiency and accuracy.
  • Manage and maintain valuations on a monthly basis, updating databases accordingly.
  • Client Data Management:
  • Maintain accurate and up-to-date client information on relevant systems.
  • Ensure compliance requirements are met by adhering to regulatory guidelines.
  • Client Communication:
  • Serve as a crucial link between clients and consultants, keeping both parties informed of investment-related matters.
  • Issuing necessary documents to clients promptly, adhering to agreed turnaround times.
  • Effective Communication:
  • Handle inquiries via telephone, email, and post professionally and efficiently.
  • Provide exceptional client service and maintain a positive and enthusiastic demeanour.

Skills and Qualifications:

  • Essential:
  • Previous administration experience within the financial services sector, ideally as an IFA Administrator.
  • Proven ability to work independently, demonstrate initiative, and meet deadlines and targets.
  • Professionalism and a high degree of organizational skills.
  • Desired:
  • A flexible approach and the ability to work effectively under pressure, both within a team and independently.

Company Benefits:

  • Competitive salary range of £24,000 - £30,000, commensurate with qualifications and experience.
  • Pension scheme to support your future financial security.
  • Private Medical Insurance (PMI) for comprehensive healthcare coverage.
  • Study support to aid your professional development within the financial industry.


  1. Financial Services
  2. Financial Planning

David Everingham

Director - Financial Services

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