About this role
Berkhamsted, Hertfordshire
£25,000 - £32,000 + Bonus + Excellent Benefits
Hybrid Working Available
A well-established and highly respected Wealth Management and Financial Planning firm is seeking a Financial Planning Administrator to join its growing team in Berkhamsted.
This is an excellent opportunity for an individual currently working within a Financial Planning Administration role, or someone with previous experience in financial services administration, who is looking to join a professional, supportive, and forward-thinking organisation offering genuine career development opportunities.
Working closely with Financial Planners and a team of experienced colleagues, you will play a key role in delivering high-quality administrative support and ensuring an excellent client experience throughout the advice process.
Key Responsibilities
- Processing Letters of Authority
- End-to-end new business administration
- Preparing application forms and implementing new business on platforms
- Processing fund switches and related transactions
- Obtaining information from product providers
- Managing and chasing business pipelines
- Maintaining accurate client records using CRM systems (Intelliflo experience beneficial)
- Communicating with clients, providers, and third parties via telephone and email
- Supporting Financial Planners with day-to-day administrative requirements
About You
- Previous experience within a Financial Planning Administrator, IFA Administrator, Wealth Management Administrator or similar role
- Good understanding of financial planning and investment administration processes
- Strong organisational and communication skills
- High levels of accuracy and attention to detail
- Experience using Intelliflo would be advantageous but is not essential
- A positive attitude and desire to develop a long-term career within financial services
Package & Benefits
- £25,000 - £32,000 basic salary depending on experience (potentially higher for exceptional candidates)
- Performance-related bonus scheme
- 25 days annual leave plus bank holidays
- Option to purchase additional annual leave following probation
- Contributory pension scheme
- Life cover
- Hybrid working available after probation (3 days office / 2 days home)
- Supportive team environment and long-term career progression opportunities
If you are looking to join a reputable wealth management business where your contribution will be valued and your career can continue to develop, we'd be delighted to hear from you.