Boms Recruit - Recruitment Partners
Financial Planning Administrator
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We are working on behalf of Friar Gate Independent Financial Services to find an experienced Financial Planning Administrator to join their established team.
We are looking for an experienced Financial Planning Administrator with a minimum of three years’ experience within an IFA, wealth management or financial planning organisation to join our established team.
This is a hands-on role for someone with strong technical administration experience who is ready to develop their career and take on greater responsibility. You’ll manage work from instruction through to completion, take ownership of more complex cases and work closely with our Financial Planners, Paraplanner and administration team to keep client work moving efficiently and accurately.
We’re looking for a strong team player who is happy to share their experience, support colleagues and contribute ideas about how we can continually improve the way we work.
Accuracy, attention to detail and a strong understanding of compliance are essential, alongside the ability to manage competing priorities and deliver a consistently high standard of client service.
There’s plenty of opportunity to learn, grow and develop within the role, with the potential to take on greater responsibility as the business continues to grow.
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Requirements
Financial Planning Administration
- Process new business applications and supporting documentation across pensions, investments, life assurance and other financial planning products.
- Obtain and assess policy information, valuations, quotations, illustrations and projections.
- Manage financial planning administration from instruction through to completion, including more complex cases.
- Liaise confidently with providers, platforms, clients and advisers to resolve queries and keep cases moving.
- Maintain accurate and comprehensive records, workflows and documentation within Intelliflo.
- Coordinate administration for annual client reviews, including preparation, follow-up and completion of actions.
- Take ownership of outstanding requirements, ensuring these are followed up and resolved promptly.
- Work collaboratively with the wider team to ensure client work progresses efficiently and deadlines are met.
What we're looking for
- You'll have a minimum of three years' relevant experience within an IFA, wealth management or financial planning environment, with strong financial planning administration knowledge.
- Experience using Intelliflo or a similar financial planning system would also be beneficial.
- You'll work closely with our Financial Planning Administrator, Paraplanner and Financial Planners, giving you plenty of opportunity to learn, develop and take on greater responsibility as the role and business grow.
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Benefits
Benefits & Future Development
- Career Progression – As the business continues to develop, there is potential for the role to grow into a management position, with increased responsibility and the opportunity to play a key role in coordinating the administrative function.
- Pension Scheme
- Death in Service – 3 × salary
- 33 days’ holiday FTE – including Bank Holidays
- Flexible Working Hours – flexibility to work between 7.30am and 5.00pm
The successful candidate will be required to attend the office FT to support the needs of the team and the business. After successful completion of the probationary period this can move to a hybrid WFH/office based role.
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