Administrator - Financial Planning

We’re looking for a motivated and detail-oriented individual to join our Financial Planning team. This role is perfect for someone who enjoys working collaboratively, supporting clients, and ensuring processes run smoothly. You’ll play a key part in helping our Financial Planners deliver excellent service, while developing your own skills in a supportive and inclusive environment.

Key Responsibilities:

In this role, you will:

• Use Intelligent Office (IO) to accurately record and maintain client information.
• Manage tasks within IO, ensuring timely updates and monitoring progress.
• Prepare pre-meeting packs for new clients to support Financial Planners.
• Collaborate with Financial Planners to create client engagement letters.
• Facilitate and complete Annual Reviews in coordination with Financial Planners.
• Process new business submissions efficiently.
• Handle phone calls from clients and third-party providers with professionalism.
• Provide clear and helpful responses to client inquiries.
• Manage platform-related tasks, including new business submissions, cash management, and fund switches.
• Input client remuneration expectations into IO and generate invoices when required.
• Gather product information and valuations from provider websites.
• Liaise with life offices and IMS as needed.
• Submit Letters of Authority to Life Offices and collect relevant information.
• Complete Anti-Money Laundering (AML) checks, including ID verification and ID3 Global AML checks.
• Handle daily post, ensuring it is scanned and saved in client records.
• Retrieve client valuations from IO and Figaro.
• Keep Financial Planners updated on cases in progress.
• Coordinate with the Paraplanning/review team to ensure timely production of client reports and reviews.
• Support the management of Trusts and Death Claims.
• Promote awareness of Anti-Money Laundering Rules and ensure compliance within the department.

Experience:

We welcome applications from individuals with:

• Previous experience in customer service and general office duties.
• 1–4 years of experience in Financial Planning Support, or at least 1 year as a trainee FP Assistant.

Knowledge & Skills:

To succeed in this role, you’ll bring:

• Strong customer service skills and a client-first mindset.
• Clear and effective written and verbal communication abilities.
• Excellent attention to detail.