Financial Planning Administrator
Wolverhampton
Salary to £32,000 plus benefits (potentially higher for the right person)
An exciting opportunity has arisen for an experienced Financial Planning Administrator to join a growing and ambitious Independent Financial Advisory (IFA) practice based in Wolverhampton.
This is a chance to become part of a small, close-knit team, where your contributions will directly impact the success of the business. The team are a friendly, hard-working bunch of experienced Financial Planning professionals, working together towards the common goal of providing a first class service to their clients.
Key Responsibilities
- Provide comprehensive administrative support to financial advisers.
- Manage client onboarding processes, including documentation and compliance checks.
- Help implement and optimize operational procedures and systems (knowledge of Intelliflo is highly desirable).
- Liaise with clients and providers to ensure a seamless client experience.
- Maintain high compliance and regulatory standards.
Ideal Candidate Profile
- Proven experience in a financial planning or wealth management environment.
- Strong organisational skills and attention to detail. Someone who understands the sector and can take initiative.
- Proficient in using financial planning software, particularly Intelliflo.
- Experience of FE Analytics and provider platforms (in particular abrdn) would be an advantage
- A proactive, self-motivated individual who can work independently.
- Ambitious and willing to grow with the business.
What’s on Offer
- Competitive salary in the range of £26,000-£32,000, depending on experience.
- Hybrid or flexible working arrangements will be considered.
- This is an ideal role for a professional looking to continue their career in financial services within a supportive and forward-thinking environment.
Sector:
- Financial Services
- Financial Planning
