8 Financial Planning
Technical Financial Planning Administrator
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Technical Financial Planning Administrator
Role details
Location
Predominantly home-based – ideally West Midlands
Office
Telford, Shropshire – occasional attendance required
Experience
Minimum 2 years’ financial planning / IFA administration experience
Salary
£28,000 – £30,000 depending on experience
Hours
Full-time
A little about us
8 Financial Planning is a small, independent financial planning business based in Telford, Shropshire. We help individuals, families and business owners make better decisions about their money through proper financial planning - looking beyond individual products to understand what our clients want their lives and futures to look like.
Being a small business means every person in our team matters. We're not looking for someone to simply sit in the background processing paperwork. We're looking for an experienced Technical Financial Planning Administrator who wants to become an important part of our business and help us deliver a brilliant service to our clients.
The role
This isn't an entry-level administration position. A key purpose of this role is to take ownership of client administration following adviser meetings. Once actions and recommendations have been agreed, you'll take responsibility for progressing the administrative work, coordinating with clients, providers and other parties, and keeping cases moving through to completion.
We're looking for someone with at least two years' experience working within an IFA, wealth management or financial planning business who understands the financial planning process and is comfortable taking ownership of their work.
You'll work closely with our Financial Planner, Directors and outsourced support partners, taking responsibility for ensuring client administration progresses smoothly from adviser instruction through to completion. We want someone who doesn't need to be chased to chase someone else!
You'll be the sort of person who notices that something hasn't happened, follows it up, keeps the right people informed and takes satisfaction in getting things over the line.
As we're a small business, there will also be opportunities to get involved in improving our systems and processes. If you spot a better way of doing something, we want you to tell us.
What you'll be doing
Your responsibilities will include:
- Proactively communicating with clients throughout the administration process, keeping them informed of progress, next steps, delays and any outstanding information required, without waiting for them to chase us.
- Processing new business across pensions, investments, protection and other financial planning products.
- Obtaining and reviewing policy information, valuations, quotations, illustrations and supporting documentation.
- Managing Letters of Authority and obtaining information from providers.
- Managing client administration from instruction through to completion.
- Supporting pension transfers, investment business and other more technical cases.
- Liaising confidently with providers and platforms to resolve queries and outstanding requirements.
- Keeping cases moving and proactively following up outstanding actions.
- Preparing and coordinating administration for client reviews and Forward Planning Meetings.
- Processing recommendations and ensuring the appropriate documentation is completed accurately.
- Maintaining accurate client records, workflows and documentation within our CRM.
- Keeping the Financial Planner, Directors and relevant outsourced support partners updated on the progress of cases where appropriate.
- Communicating professionally and confidently with clients, providers and other professional connections.
- Making sure administration is completed accurately and in line with our processes and regulatory requirements.
- Helping us continually improve our systems, workflows and client experience.
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Working with us
Working for a small financial planning business isn't quite the same as being one of many administrators within a large organisation.
You'll know the clients you're helping. You'll work directly with the people running the business. You'll see the impact of the work you do, and your ideas won't have to travel through five layers of management before somebody listens to them.
That also means we're looking for someone who is comfortable taking responsibility.
We want to give the right person trust, flexibility and autonomy, rather than continually looking over their shoulder.
As the business grows, we'd also like the role to grow with it, so there will be opportunities to take on greater responsibility in the future.
Who we're looking for
Experience is important for this role.
You'll need a minimum of two years' relevant experience within an IFA, wealth management or financial planning environment.
This role is therefore unlikely to suit someone looking for their first position within financial services.
You'll ideally:
- Have a good working knowledge of pensions and investments.
- Understand the financial planning process from recommendation through to implementation.
- Have experience dealing with financial platforms and product providers.
- Be comfortable managing cases independently.
- Have excellent attention to detail.
- Understand the importance of compliance and accurate record keeping.
- Be highly organised and able to manage competing priorities.
- Take ownership of tasks and follow them through to completion.
- Be proactive rather than waiting to be told what to do next.
- Communicate confidently and professionally.
- Be comfortable working independently from home.
- Enjoy being part of a small team where everyone contributes.
- Be willing to question how things are done and suggest improvements where appropriate.
We currently use Plannr CRM, Fundment so experience with either would be useful, but it isn't essential. Experience with similar financial planning CRMs and platforms is absolutely fine.
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Financial planning qualifications would also be welcomed but aren't essential. For this particular role, we're more interested in your practical experience, technical knowledge and approach to getting things done.
Where will you work
The role is predominantly home-based, so applications are welcome from across the UK.
However, our office is in Telford, Shropshire, and there will be occasions when we'll want the team together for meetings, training, planning and other business activities.
For that reason, we'd particularly welcome applications from people based in the West Midlands and surrounding areas who can reasonably travel to Telford when required.
Salary and benefits
Benefit
Details
Salary
£30,000 – £35,000, depending on experience.
Working pattern
Predominantly home-based working.
Full-time
Annual leave
25 days' annual leave plus Bank Holidays and birthday.
Pension
Workplace pension.
Other benefits
Death in service policy - after 6 months probation period
Private Health Policy – after 6 months probation period
Development
Support with relevant professional development.
Opportunity to develop the role and take on greater responsibility as the business grows.
Team
A small team where your contribution and ideas genuinely matter.
Sound like you
We don't want a generic covering letter telling us you're “hard-working, organised and have excellent attention to detail.”
We'd rather find out a little more about you.
To apply, please send us:
Your CV
This should include your relevant financial planning / IFA experience and the roles you've held.
Send to isha@8fp.co.uk.
Meet the person behind the CV
If you're comfortable doing so, send us a short video – no more than 90 seconds – telling us:
Why has this particular role caught your attention, and what would make you excited to become part of a small financial planning business like ours?
Don't worry about production quality. We're definitely not looking for a polished presentation or professionally edited video.
A quick recording on your phone is absolutely fine. We'd much rather see the real you.
Don't fancy being on camera? That's completely fine.
You can send us a short written response to the same question instead. Choosing the written option won't disadvantage your application.
What happens next
We'll review applications against the experience and skills required for the role.
If we think there could be a good fit, we'll invite you to an initial conversation so that we can learn more about you, and you can learn more about us.
Recruitment should work both ways. We want to find the right person for our business, but it's equally important that you decide whether 8 Financial Planning feels like the right place for you.
We look forward to hearing from you.
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