Financial Planning Administrator

2 weeks ago

Wokingham, Wokingham, United Kingdom BramahHR Ltd Full time £104,000 - £128,000 per year

We are seeking a professional and detail-oriented
Financial Planning Administrator
to join one of our excellent clients based in Wokingham. This is a permanent opportunity working with a small experienced team delivering administrative support in a fast paced environment.

The successful candidate will play a key role in supporting Financial Advisers and Paraplanners in delivering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, and a sound understanding of financial products and compliance processes.

Key Responsibilities

  • Provide comprehensive administrative support to Financial Advisers and Paraplanners.
  • Process new business applications for pensions, investments, protection, and other financial products.
  • Prepare client valuations, review packs, and reports ahead of client meetings.
  • Liaise with product providers, clients, and third parties to obtain policy information and track progress of applications.
  • Maintain and update client records on the CRM system.
  • Ensure all work complies with FCA regulations and company procedures.
  • Support the preparation and submission of compliance documentation.
  • Assist with the onboarding of new clients, including fact-finds and risk assessments.
  • Handle client queries promptly and professionally, maintaining a high level of service at all times.
  • Support general office administration as required (filing, scanning, post, etc.).

Skills & Experience Required

  • Previous experience working within an IFA, wealth management, or financial planning environment.
  • Strong understanding of pensions, investments, and protection products.
  • Excellent communication skills—both written and verbal.
  • High attention to detail and accuracy in all work.
  • Ability to prioritise workloads and meet deadlines under pressure.
  • Proficient in Microsoft Office (Word, Excel, Outlook) and CRM systems.
  • Good knowledge of FCA regulations and compliance requirements.
  • A team player with a proactive and positive attitude.

Please get in touch with a member of the team today if you are looking for your next role

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